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Connect to QuickBooks Data in CloverDX (formerly CloverETL)

Transfer QuickBooks data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for QuickBooks enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with QuickBooks as sources and destinations. In this article, you will use the JDBC Driver for QuickBooks to set up a simple transfer into a flat file. The CData JDBC Driver for QuickBooks enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with QuickBooks as sources and destinations. In this article, you will use the JDBC Driver for QuickBooks to set up a simple transfer into a flat file.

Connect to QuickBooks as a JDBC Data Source

  1. Create the connection to QuickBooks data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.quickbooks.jar file.
  3. Enter the JDBC URL.

    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.

    A typical JDBC URL is below:

    jdbc:quickbooks:URL=http://remotehost:8166;User=admin;Password=admin123;

Query QuickBooks Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the QuickBooks JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT Name, CustomerBalance FROM Customers

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Customers table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.