Learn more
 

DataBind Charts to QuickBooks Data


Use the standard ADO.NET procedures for databinding to provide bidirectional access to QuickBooks data from controls in the Visual Studio toolbox. This article demonstrates a graphical approach using wizards in Visual Studio, as well as how to databind with only a few lines of code.

DataBinding facilitates two-way interaction with data through UI controls. Using the CData ADO.NET Provider for QuickBooks streamlines the process of binding QuickBooks data to Windows Forms and Web controls within Visual Studio. In this article, we will demonstrate using wizards to establish a binding between QuickBooks data and a chart that dynamically updates. Additionally, the code walk-through section will guide you through the creation of a chart using just 10 lines of code.

About QuickBooks Data Integration

CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:

  • Access both local and remote company files.
  • Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
  • Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.

Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.


Getting Started


Binding Data to a Chart

DataBinding to a Chart consists of three steps: Instantiate the control, configure the data source, and databind.

Configure the Connection and Select Database Objects

To create a chart control and establish a connection to QuickBooks, follow the steps outlined below using the Data Source Configuration Wizard. Within the wizard, you'll have the option to choose the specific QuickBooks entities you wish to bind to.

  1. In a Windows Forms project, drag and drop a Chart control from the toolbox to the form. In the Data section of the Chart properties, select DataSource and then select Add Project Data Source from the menu.
  2. In the Data Source Configuration Wizard that appears, select Database -> Dataset.
  3. In the Choose Your Data Connection step, click New Connection.

  4. In the Add Connection dialog, click Change to select the CData QuickBooks Data Source.

    Below is a typical connection string:

    URL=http://remotehost:8166;User=admin;Password=admin123;

    When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.

    Requests are made to QuickBooks through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

    The first time you connect, you will need to authorize the Remote Connector with QuickBooks. See the "Getting Started" chapter of the help documentation for a guide.

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  5. Choose the database objects you want to work with. This example uses the Customers table.

DataBind

After adding the data source and selecting database objects, you can bind the objects to the chart. This example assigns the x-axis to Name and the y-axis to CustomerBalance.

  1. In the Chart properties, click the button in the Series property to open the Series Collection Editor.
  2. In the Series properties, select the columns you want for the x- and y-axes: Select columns from the menu in the XValueMember and YValueMember properties.

The chart is now databound to the QuickBooks data. Run the chart to display the current data.

Code Walk-through

DataBinding to QuickBooks data requires only a few lines of code and can be completed in three easy steps.

  1. Connect to QuickBooks.
  2. Create the QuickBooksDataAdapter to execute the query and create a DataSet to be filled with its results.
  3. DataBind the result set to the chart.

Below is the complete code:

QuickBooksConnection conn = new QuickBooksConnection("URL=http://remotehost:8166;User=admin;Password=admin123;"); QuickBooksCommand comm = new QuickBooksCommand("SELECT Name, CustomerBalance FROM Customers", conn); QuickBooksDataAdapter da = new QuickBooksDataAdapter(comm); DataSet dataset = new DataSet(); da.Fill(dataset); chart1.DataSource = dataset; chart1.Series[0].XValueMember = "Name"; chart1.Series[0].YValueMembers = "CustomerBalance"; // Insert code for additional chart formatting here. chart1.DataBind();

Ready to get started?

Download a free trial of the QuickBooks Data Provider to get started:

 Download Now

Learn more:

QuickBooks Icon QuickBooks ADO.NET Provider

Complete read-write access to QuickBooks enables developers to search (Customers, Transactions, Invoices, Sales Receipts, etc.), update items, edit customers, and more, from any .NET application.

In this article

Related articles