Build QuickBooks Online-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your QuickBooks Online data directly from your datapine visualizations and dashboards. This article describes connecting to QuickBooks Online in CData Connect Cloud and building a simple QuickBooks Online-connected visualization in datapine.

CData Connect Cloud provides a pure SQL Server interface for QuickBooks Online, allowing you to query data from QuickBooks Online without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to QuickBooks Online, leveraging server-side processing to return the requested QuickBooks Online data quickly.

Configure QuickBooks Online Connectivity for datapine

Connectivity to QuickBooks Online from datapine is made possible through CData Connect Cloud. To work with QuickBooks Online data from datapine, we start by creating and configuring a QuickBooks Online connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "QuickBooks Online" from the Add Connection panel
3. QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
4. Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connecting to QuickBooks Online from datapine

Once you configure your connection to QuickBooks Online in Connect Cloud, you are ready to connect to QuickBooks Online from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. QuickBooksOnline1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize QuickBooks Online Data in datapine

After connecting to CData Connect Cloud, you are ready to visualize your QuickBooks Online data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to QuickBooks Online from datapine, you are now able to visualize and analyze real-time QuickBooks Online data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!