Create QuickBooks POS Dashboards in Bold BI

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for QuickBooks POS data to build custom dashboards in Bold BI.

Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to QuickBooks POS data for visualizations, dashboards, and more. This article shows how to create a virtual database for QuickBooks POS and build reports from QuickBooks POS data in Bold BI.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for QuickBooks POS, allowing you to easily build reports from live QuickBooks POS data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to QuickBooks POS, leveraging server-side processing to quickly return the requested QuickBooks POS data.

Create a Virtual MySQL Database for QuickBooks POS Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Cloud and click Databases.
  2. Select "QuickBooks POS" from Available Data Sources.
  3. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to QuickBooks POS data from Bold BI.

Visualize Live QuickBooks POS Data in Bold BI

The steps below outline connecting to CData Connect Cloud from Bold BI to create a new QuickBooks POS data source and build a simple visualization from the data.

  1. Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the MySQL connector.
  2. Choose the basic configuration and set the connection properties:
    • Name: Name your connection
    • Server name: Your Connect Cloud instance (myinstance.cdatacloud.net)
    • Port: 3306
    • Username: Your Connect Cloud username
    • Password: Your Connect Cloud password
    • Mode: Choose Live to query QuickBooks POS on-demand or choose Extract to load the data into Bold BI
    • Database: Choose the database you created from the drop-down menu (qbposdb)
  3. Click Connect
  4. Select the table to visualize and drag it onto the workspace.
  5. Select a visualization style and add it to the report.
  6. Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.

SQL Access to QuickBooks POS Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live QuickBooks POS data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating QuickBooks POS data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect page.