Visualize QuickBooks Data in Sisense



Create an ElastiCube in Sisense app with access to QuickBooks data.

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for QuickBooks makes it easy to integrate with QuickBooks data in Sisense. This article shows how to create an ElastiCube that connects to QuickBooks data and use the ElastiCube to visualize QuickBooks data in Sisense.

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


Configure the Connection to QuickBooks

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for QuickBooks 20XX\lib) or copy the jar file (cdata.jdbc.quickbooks.QuickBooks.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for QuickBooks, adding required properties.

    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 example follows:

    jdbc:quickbooks:URL=http://remotehost:8166;User=admin;Password=admin123;
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.quickbooks.QuickBooksDriver
  7. Leave the username and password properties blank.
  8. Click Next.

Add QuickBooks Data to an ElastiCube

Once you are connected to QuickBooks, you can add tables and views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Visualize QuickBooks Data

With QuickBooks tables added to your ElastiCube, you can perform analytics on your QuickBooks data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for QuickBooks, you can access QuickBooks data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with QuickBooks data in Sisense today!

Ready to get started?

Download a free trial of the QuickBooks Driver to get started:

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QuickBooks Icon QuickBooks JDBC Driver

Complete read-write access to QuickBooks enables developers to search (Customers, Transactions, Invoices, Sales Receipts, etc.), update items, edit customers, and more, from any Java/J2EE application.