Create Interactive Metabase Dashboards that Work with QuickBooks POS Data

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CData Connect



Use CData Connect to create a virtual MySQL database for QuickBooks POS data and create an interactive dashboard in Metabase from QuickBooks POS data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live QuickBooks POS data. This article describes how to create a virtual database for QuickBooks POS and build a simple visualization using QuickBooks POS data.

CData Connect provides a pure SQL interface for QuickBooks POS, allowing you to easily integrate with live QuickBooks POS data in Metabase — without replicating the data. Connect looks exactly like a MySQL database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to QuickBooks POS, leveraging server-side processing to quickly return 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. Log into 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.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the MySQL interface to connect to CData Connect.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to CData Connect and click "Save"
    • Database type: Select "MySQL"
    • Name: Name the connection (e.g. "QuickBooks POS (CData Connect)")
    • Host: The URL of your Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the MySQL endpoint for your Connect instance (e.g. 3306)
    • Database name: The name of the virtual database you just created (e.g. QuickBooks POS1)
    • Username: A CData Connect username
    • Password: The password for the above CData Connect user
    • Click to Use a secure connection (SSL)

Query QuickBooks POS Data with Metabase

Once you configure the connection to CData Connect, you can query QuickBooks POS and build visualizations.

  1. Use the "Write SQL" tool to retrieve the QuickBooks POS data
  2. Write a SQL query based on the virtual database, e.g.

    SELECT ListId, AccountLimit FROM Customers
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from QuickBooks POS data in Metabase. You can continue to work with live QuickBooks POS data in Metabase just like you would any MySQL database. For more information on creating a virtual MySQL database for QuickBooks POS (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live QuickBooks POS data in Metabase today.