How to pipe QuickBooks Online Data to CSV in PowerShell



Use standard PowerShell cmdlets to access QuickBooks Online tables.

The CData Cmdlets Module for QuickBooks Online is a standard PowerShell module offering straightforward integration with QuickBooks Online. Below, you will find examples of using our QuickBooksOnline Cmdlets with native PowerShell cmdlets.

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


Creating a Connection to Your QuickBooks Online Data

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.

$conn = Connect-QBOnline 

Selecting Data

Follow the steps below to retrieve data from the Customers table and pipe the result into to a CSV file:

Select-QuickBooksOnline -Connection $conn -Table Customers | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myCustomersData.csv -NoTypeInformation

You will notice that we piped the results from Select-QuickBooksOnline into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.

Deleting Data

The following line deletes any records that match the criteria:

Select-QuickBooksOnline -Connection $conn -Table Customers -Where "FullyQualifiedName = Cook, Brian" | Remove-QuickBooksOnline

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into QuickBooks Online, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyCustomersUpdates.csv | %{
  $record = Select-QuickBooksOnline -Connection $QuickBooksOnline -Table Customers -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-QuickBooksOnline -Connection $quickbooksonline -Table Customers -Columns ("DisplayName","Balance") -Values ($_.DisplayName, $_.Balance) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-QuickBooksOnline -Connection $quickbooksonline -Table Customers -Columns ("DisplayName","Balance") -Values ($_.DisplayName, $_.Balance)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!

Ready to get started?

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

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Learn more:

QuickBooks Online Icon QuickBooks Online Cmdlets

An easy-to-use set of PowerShell Cmdlets offering real-time access to QuickBooks Online data. The Cmdlets allow users to easily read, write, update, and delete live data - just like working with SQL server.