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How to build a simple VCL Application to view QuickBooks data in RAD Studio using the CData ODBC Driver for QuickBooks.
Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for QuickBooks, you gain access to live QuickBooks data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to retrieve and update QuickBooks data. This article will walk through connecting to QuickBooks and creating a simple VCL application with the Form Designer.
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
Create a Connection to QuickBooks Data
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
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.
You can then follow the steps below to use the Data Explorer to create a FireDAC connection to QuickBooks data.
- In a new VCL Forms application, expand the FireDAC node in the Data Explorer.
- Right-click the ODBC Data Source node in the Data Explorer.
- Click Add New Connection.
- Enter a name for the connection.
- In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for QuickBooks.
Create VCL Applications with Connectivity to QuickBooks Data
Follow the procedure below to start executing queries to QuickBooks data from a simple VCL application that displays the results of a query in a grid.
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Drop a TFDConnection component onto the form and set the following properties:
- ConnectionDefName: Select the FireDAC connection to QuickBooks data.
- Connected: Select True from the menu and, in the dialog that appears, enter your credentials.
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Drop a TFDQuery component onto the form and set the properties below:
- Connection: Set this property to the TFDConnection component, if this component is not already specified.
SQL: Click the button in the SQL property and enter a query. For example:
SELECT Name, CustomerBalance FROM Customers
- Active: Set this property to true.
Drop a TDataSource component onto the form and set the following property:
- DataSet: In the menu for this property, select the name of the TFDQuery component.
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Drop a TDBGrid control onto the form and set the following property:
- DataSource: Select the name of the TDataSource.
- Drop a TFDGUIxWaitCursor onto the form — this is required to avoid a run-time error.
You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.
Related Articles
Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.