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Get the Report →How to Access QuickBooks Online Data Using Entity Framework
This article shows how to access QuickBooks Online data using an Entity Framework code-first approach. Entity Framework 6 is available in .NET 4.5 and above.
Microsoft Entity Framework serves as an object-relational mapping framework for working with data represented as objects. Although Visual Studio offers the ADO.NET Entity Data Model wizard to automatically generate the Entity Model, this model-first approach may present challenges when your data source undergoes changes or when you require greater control over entity operations. In this article, we will delve into the code-first approach for accessing QuickBooks Online data through the CData ADO.NET Provider, providing you with more flexibility and control.
About QuickBooks Online Data Integration
CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:
- Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
- Read, write, update, and delete QuickBooks Online data.
- Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
- Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.
Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.
For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.
Getting Started
- Open Visual Studio and create a new Windows Form Application. This article uses a C# project with .NET 4.5.
- Run the command 'Install-Package EntityFramework' in the Package Manger Console in Visual Studio to install the latest release of Entity Framework.
Modify the App.config file in the project to add a reference to the QuickBooks Online Entity Framework 6 assembly and the connection string.
QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.
See the Getting Started chapter of the help documentation for a guide to using OAuth.
<configuration> ... <connectionStrings> <add name="QuickBooksOnlineContext" connectionString="Offline=False;InitiateOAuth=GETANDREFRESH" providerName="System.Data.CData.QuickBooksOnline" /> </connectionStrings> <entityFramework> <providers> ... <provider invariantName="System.Data.CData.QuickBooksOnline" type="System.Data.CData.QuickBooksOnline.QuickBooksOnlineProviderServices, System.Data.CData.QuickBooksOnline.Entities.EF6" /> </providers> <entityFramework> </configuration> </code>
- Add a reference to System.Data.CData.QuickBooksOnline.Entities.EF6.dll, located in the lib -> 4.0 subfolder in the installation directory.
- Build the project at this point to ensure everything is working correctly. Once that's done, you can start coding using Entity Framework.
- Add a new .cs file to the project and add a class to it. This will be your database context, and it will extend the DbContext class. In the example, this class is named QuickBooksOnlineContext. The following code example overrides the OnModelCreating method to make the following changes:
- Remove PluralizingTableNameConvention from the ModelBuilder Conventions.
- Remove requests to the MigrationHistory table.
using System.Data.Entity; using System.Data.Entity.Infrastructure; using System.Data.Entity.ModelConfiguration.Conventions; class QuickBooksOnlineContext : DbContext { public QuickBooksOnlineContext() { } protected override void OnModelCreating(DbModelBuilder modelBuilder) { // To remove the requests to the Migration History table Database.SetInitializer<QuickBooksOnlineContext>(null); // To remove the plural names modelBuilder.Conventions.Remove<PluralizingTableNameConvention>(); } }
- Create another .cs file and name it after the QuickBooks Online entity you are retrieving, for example, Customers. In this file, define both the Entity and the Entity Configuration, which will resemble the example below:
using System.Data.Entity.ModelConfiguration; using System.ComponentModel.DataAnnotations.Schema; [System.ComponentModel.DataAnnotations.Schema.Table("Customers")] public class Customers { [System.ComponentModel.DataAnnotations.Key] public System.String DisplayName { get; set; } public System.String Balance { get; set; } }
- Now that you have created an entity, add the entity to your context class:
public DbSet<Customers> Customers { set; get; }
- With the context and entity finished, you are now ready to query the data in a separate class. For example:
QuickBooksOnlineContext context = new QuickBooksOnlineContext(); context.Configuration.UseDatabaseNullSemantics = true; var query = from line in context.Customers select line;