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Viewing QuickBooks Data in RAD Studio Data Explorer

How to view QuickBooks data in RAD Studio Data Explorer using the CData FireDAC Components for QuickBooks.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components 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 both retrieve and update QuickBooks data. This article will walk through connecting to QuickBooks using the Data Explorer.

Connecting to QuickBooks Data Using Data Explorer

You can create a simple application for displaying QuickBooks data by utilizing the CData FireDAC Components for QuickBooks and a new VCL Forms Application:

  1. Open the Data Explorer in RAD Studio and expand FireDAC.
  2. Right-click on CData QuickBooks Data Source and click Add New Connection.

  3. Name the connection.
  4. Fill in the necessary connection parameters and click OK.

    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.

  5. Back in the Data Explorer, expand the tables for the connection.
  6. Create a new VCL Forms application and drag a table (for example: Customers) onto the form.

  7. Select the CustomersTable object on the form and set the Active property to true.
  8. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

  9. Arrange the TStringGrid on the form and run the application to see the Customers data.

 
 
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