Create Reports from QuickBooks Data in Google Data Studio

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CData Connect Server


Use CData Connect Server to create a virtual MySQL Database for QuickBooks data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with CData Connect Server, you get instant access to QuickBooks data for visualizations, dashboards, and more. This article shows how to create a virtual database for QuickBooks and build reports from QuickBooks data in Google Data Studio.

CData Connect Server provides a pure MySQL interface for QuickBooks, allowing you to easily build reports from live QuickBooks data in Google Data Studio — without replicating the data. As you build visualizations, Google Data Studio generates queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported query operations (filters, JOINs, etc) directly to QuickBooks, leveraging server-side processing to quickly return QuickBooks data.

This article requires a CData Connect Server instance and the CData Connect Server Connector for Google Data Studio. Get more information on the CData Connect Server and sign up for a free trial at https://www.cdata.com/connect.


Connect to QuickBooks from Connect Server

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

  1. Log into Connect Server 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.

With the virtual database created, you are ready to connect to QuickBooks data from Google Data Studio.

Visualize Live QuickBooks Data in Google Data Studio

The steps below outline connecting to CData Connect Server from Google Data Studio to create a new QuickBooks data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source, and choose CData Connect Server Connector.
  2. Authorize the Connector to connect to an external service (your Connect Server instance).
  3. Use your instance name (myinstance in CONNECT_SERVER_URL), username, and password to connect to your Connect Server instance.
    • Username: myinstance/username
    • Password: your Connect Server password
  4. Select a Database (e.g. QuickBooks1) and click Next.
  5. Select a Table (e.g. Customers) and click Next.
  6. Click Connect.
  7. If needed, modify columns, click Create Report, and add the data source to the report.
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Connect Server instance (server address, port, username, and password).

SQL Access to QuickBooks Data from Applications

Now you have a direct connection to live QuickBooks data from your Google Data Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating QuickBooks data.

Try CData Connect Server and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications.