Export Data from SQL Server to QuickBooks through SSIS

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for QuickBooks allows you to easily transfer QuickBooks data. In this article you will export data from SQL Server to QuickBooks.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new QuickBooks Destination control to the data flow task.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
2. In the Data access mode menu, select "Table or view" and select the table or view to export into QuickBooks.
3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for QuickBooks

Follow the steps below to set required connection properties in the Connection Manager.

1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
2. Select CData QuickBooks Connection Manager in the menu.
3. Configure the connection properties. A typical connection requires:
   • URL
   • User
   • Password

   ローカルQuickBooks インスタンスへの接続には接続プロパティ入力は不要です。

   本製品は、リモートコネクタ経由でQuickBooks にリクエストを作成します。リモートコネクタはQuickBooks と同じマシン上で動作し、軽量の組み込みWeb サーバーを介して接続を受け入れます。サーバーはSSL/TLS をサポートし、ユーザーにリモートマシンからのセキュアな接続を可能にします。

   初めて接続するときは、本製品をQuickBooks で認証する必要があります。詳しくは、ヘルプドキュメントの「Using the Remote Connector」を参照してください。

Configure the QuickBooks Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the QuickBooks destination table.

1. Double-click the QuickBooks destination to open the destination component editor.
2. In the Connection Managers tab, select the connection manager previously created.