Connect to QuickBooks Data in the Denodo Platform

Denodo Platform is a data virtualization product providing a single point of contact for enterprise database data. When paired with the CData JDBC Driver for QuickBooks, Denodo users can work with live QuickBooks data alongside other enterprise data sources. This article walks through creating a virtual data source for QuickBooks in the Denodo Virtual DataPort Administrator.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live QuickBooks data. When you issue complex SQL queries to QuickBooks, the driver pushes supported SQL operations, like filters and aggregations, directly to QuickBooks and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze QuickBooks data using native data types.

Getting Started

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Create the QuickBooks Virtual Port

To connect to live QuickBooks data from Denodo, you need to copy the JDBC Driver JAR file to the external library directory for Denodo and create a new JDBC Data Source from the Virtual DataPort Administrator tool.

1. Download the CData JDBC Driver for QuickBooks installer, unzip the package, and run the JAR file to install the driver.
2. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for QuickBooks\lib\) to the Denodo external library directory (C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-quickbooks-19).
3. Open the Denodo Virtual DataPort Administrator tool and navigate to the Server Explorer tab.
4. Right-click "admin" and select New -> Data source -> JDBC.
5. Configure the JDBC Connection:
   • Name: your choice, e.g.: quickbooks
   • Database adapter: Generic
   • Driver class path: C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-quickbooks-19
   • Driver class: cdata.jdbc.quickbooks.QuickBooksDriver

   • Database URI: Set this to a JDBC URL using the necessary connection properties. For example,

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

     Information on creating the Database URI follows:

     Built-In Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the QuickBooks JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.quickbooks.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     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.

6. Click the "Test connection" button to confirm the configuration and click Save.

View QuickBooks Data in the VirtualPort Administrator Tool

After creating the data source, you can create a base view of QuickBooks data for use in the Denodo Platform.

1. Click the "Create base view" button in the newly created VirtualPort (admin.QuickBooks).
2. Expand the object tree and select the objects (tables) you wish to import.
3. Click the "Create selected" button to create views of the QuickBooks data.
   Optional: Click "Create associations from foreign keys" to define relationships between the objects.
4. With the view(s) created, navigate to a table (cdata_quickbooks_customers) in the Server Explorer and double-click the selected table.
5. In the new tab, click "Execution panel" to open a query panel.
6. Customize the query in the "Execute" tab or use the default:

   SELECT * FROM cdata_quickbooks_customers CONTEXT ('i18n'='us_est', 'cache_wait_for_load'='true')
   

7. Click Execute to view the data.

With the base view created, you can now work with live QuickBooks data like you would any other data source in Denodo Platform, for example, querying QuickBooks in the Denodo Data Catalog.

Download a free, 30-day trial of the CData JDBC Driver for QuickBooks and start working with your live QuickBooks data in Denodo Platform. Reach out to our Support Team if you have any questions.