Connect QuickBooks to SQL Server through SSIS

Using SQL Server as a backup for critical business data provides an essential safety net against loss. In addition, backing up data to SQL Server enables business users to more easily connect that data with features like reporting, full-text search, analytics, and more.

This example demonstrates how to use the QuickBooks ADO.NET Data Provider inside of a SQL Server SSIS workflow to transfer data directly from desktop editions of QuickBooks into a Microsoft SQL Server database. The same procedure outlined below can be used with any CData ADO.NET Data Providers to connect SQL Server directly with remote data via SSIS.

1. Open Visual Studio and create a new Integration Services Project.
2. Add a new Data Flow Task from the Toolbox onto the Control Flow screen.
3. Add an ADO.NET Source and an OLE DB Destination from the Toolbox.
4. Add a new ADO.Data Connection, and in the .NET Providers menu, select CData ADO.NET Provider for QuickBooks.
5. In the connection manager, enter the connection details for your QuickBooks machine. This example uses a QuickBooks instance hosted on on the local machine.
6. Open the ADO.NET Source editor and set the following information:
   • ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created.
   • Data access mode: Select 'SQL command'.
   • SQL command text: Enter a SELECT command, such as the one below:

     SELECT * FROM Customers

7. Close the ADO.NET Source editor and drag the arrow below the ADO.NET Source to connect it to the OLE DB Destination.

8. Open the OLE DB Destination and enter the following information in the Destination Component Editor.

   • Connection manager: Add a new connection. Select the SQL Server Native Client in the .NET Providers menu and enter your server and database information.
   • Data access mode: Set your data access mode to "table or view" and select the table or view to populate in your database.
9. Configure any properties you wish to on the Mappings screen.
10. Close the OLE DB Destination Editor and run the project. After the SSIS Task has finished executing, your database will be populated with data obtained from QuickBooks.

SSIS Sample Project

To get started using the QuickBooks Data Provider within SQL Server SSIS, download the fully functional sample project.

Note: Before running the demo, you will need to change your connection details to fit your environment.