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Integrate QuickBooks Data into Automated Tasks with Power Automate

Use CData Connect Cloud to create a virtual SQL Server database for QuickBooks data and integrate live QuickBooks data into your Power Automate (Microsoft Flow) tasks.

Power Automate (Microsoft Flow) is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to QuickBooks data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live QuickBooks data into your workflows and tasks.

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

Create a Virtual SQL Database for QuickBooks 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" from Available Data Sources.
  3. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate QuickBooks data into your Power Automate tasks, you need a new SQL Server connection:

  1. Log in to Power Automate
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Connect Cloud instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual QuickBooks database you created earlier (like quickbooksdb)
    • Set the Username and Password and click Create

Integrating QuickBooks Data into Power Automate Tasks

With the connection to Connect Cloud configured, you are ready to integrate live QuickBooks data into your Power Automate tasks.

  1. Log in to Power Automate
  2. Click My flows -> New and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
  5. Configure any actions to follow and test, then save the flow

SQL Access to QuickBooks Data from Cloud Applications

Now you have a direct connection to live QuickBooks data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating QuickBooks data.

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