Discover how a bimodal integration strategy can address the major data management challenges facing your organization today.
Get the Report →Design BIRT Reports on QuickBooks Data
Provide current QuickBooks data to your embedded analytics.
The CData JDBC Driver for QuickBooks integrates connectivity to QuickBooks APIs into your data-driven Java applications. You can use the CData JDBC Driver for QuickBooks with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.
About QuickBooks Data Integration
CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:
- Access both local and remote company files.
- Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
- Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.
Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.
Getting Started
- If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
- Click File -> New -> Report. The Report Design perspective is opened.
- In the Data Explorer, right-click Data Sources and click New Data Source.
- Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
- Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
- In the Database URL box, enter the JDBC URL containing the connection string.
When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.
Requests are made to QuickBooks through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks 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. See the "Getting Started" chapter of the help documentation for a guide.
Built-in Connection String Designer
For assistance in constructing the JDBC URL, use the connection string designer built into the QuickBooks JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.
java -jar cdata.jdbc.quickbooks.jar
Fill in the connection properties and copy the connection string to the clipboard.
When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
A typical JDBC URL is below:
jdbc:quickbooks:URL=http://remotehost:8166;User=admin;Password=admin123;
- Right-click the Data Sets folder and select the JDBC data source for QuickBooks.
- In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query:
SELECT Name, CustomerBalance FROM Customers
- In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
- After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
- Click Run -> View Report -> In Web Viewer to view the report.
Your BIRT reports can now pick up any updates to QuickBooks data.
To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.