Pipe QuickBooks Online Data to CSV in PowerShell

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.

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.

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!