Ready to get started?

Learn more about the CData SSIS Components for QuickBooks POS or download a free trial:

Download Now

Import QuickBooks POS Data into SQL Server using SSIS

Easily back up QuickBooks POS data to SQL Server using the SSIS components for QuickBooks POS.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for QuickBooks POS inside of a SQL Server SSIS workflow to transfer QuickBooks POS data into a Microsoft SQL Server database.

Add the Components

To get started, add a new QuickBooks POS source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save QuickBooks POS connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select QuickBooksPOS. The CData QuickBooks POS Connection Manager is displayed.
  3. Configure 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 Source

Follow the steps below to specify the query to be used to extract QuickBooks POS data.

  1. Double-click the QuickBooks POS source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example: SELECT ListId, AccountLimit FROM Customers
  4. Close the QuickBooks POS Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the QuickBooks POS data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen.

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with QuickBooks POS data.