Visualize QuickBooks Online Data in Sisense



Create an ElastiCube in Sisense app with access to QuickBooks Online data.

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for QuickBooks Online makes it easy to integrate with QuickBooks Online data in Sisense. This article shows how to create an ElastiCube that connects to QuickBooks Online data and use the ElastiCube to visualize QuickBooks Online data in Sisense.

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


Configure the Connection to QuickBooks Online

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for QuickBooks Online 20XX\lib) or copy the jar file (cdata.jdbc.quickbooksonline.QuickBooksOnline.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for QuickBooks Online, adding required properties.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the QuickBooks Online JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.quickbooksonline.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical example follows:

    jdbc:quickbooksonline:InitiateOAuth=REFRESH
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.quickbooksonline.QuickBooksOnlineDriver
  7. Leave the username and password properties blank.
  8. Click Next.

Add QuickBooks Online Data to an ElastiCube

Once you are connected to QuickBooks Online, you can add tables and views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Visualize QuickBooks Online Data

With QuickBooks Online tables added to your ElastiCube, you can perform analytics on your QuickBooks Online data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for QuickBooks Online, you can access QuickBooks Online data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with QuickBooks Online data in Sisense today!

Ready to get started?

Download a free trial of the QuickBooks Online Driver to get started:

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Learn more:

QuickBooks Online Icon QuickBooks Online JDBC Driver

Complete read-write access to QuickBooks Online enables developers to search (Customers, Transactions, Invoices, Sales Receipts, etc.), update items, edit customers, and more, from any Java/J2EE application.