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Export Data from SQL Server to QuickBooks POS through SSIS

Easily push SQL Server data to QuickBooks POS using the CData SSIS Tasks for QuickBooks POS.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for QuickBooks POS allows you to easily transfer QuickBooks POS data. In this article you will export data from SQL Server to QuickBooks POS.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new QuickBooks POS Destination control to the data flow task.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into QuickBooks POS.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for QuickBooks POS

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData QuickBooksPOS Connection Manager in the menu.
  3. Configure the connection properties.

    When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.

    Requests are made to QuickBooks POS through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks POS and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

    The first time you connect, you will need to authorize the Remote Connector with QuickBooks POS. See the "Getting Started" chapter of the help documentation for a guide.

Configure the QuickBooks POS Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the QuickBooks POS destination table and the action you want to perform on the QuickBooks POS data. In this article, you will insert Customers entities to QuickBooks POS.

  1. Double-click the QuickBooks POS destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Customers. In the Action menu, select Insert.
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.