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Create Datasets from QuickBooks in Domo Workbench and Build Visualizations of QuickBooks Data in Domo

Use the CData ODBC Driver for QuickBooks to create datasets from QuickBooks data in Domo Workbench and then build visualizations in the Domo service.

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for QuickBooks links Domo Workbench to operational QuickBooks data. You can build datasets from QuickBooks data using standard SQL queries in Workbench and then create real-time visualizations of QuickBooks data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live QuickBooks data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to QuickBooks, the driver pushes supported SQL operations, like filters and aggregations, directly to QuickBooks and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze QuickBooks data using native Domo data types.

Connect to QuickBooks as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, 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.

After creating a DSN, you will need to create a dataset for QuickBooks in Domo Workbench using the QuickBooks DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for QuickBooks Data

You can follow the steps below to build a dataset based on a table in QuickBooks in Domo Workbench using the CData ODBC Driver for QuickBooks.

  1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
  2. In the DataSet Jobs submenu, click Add New.
  3. Name the dataset job (i.e., ODBC QuickBooks Customers), select ODBC Connection Provider as the transport method, and click through the wizard.
  4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
  5. Select System DSN for the Connection Type.
  6. Select the previously configured DSN (CData QuickBooks Sys) for the System DSN.
  7. Click to validate the configuration.
  8. Below the settings, set the Query to a SQL query: SELECT * FROM Customers NOTE: By connecting to QuickBooks data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know QuickBooks-specific APIs or protocols.
  9. Click preview.
  10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on QuickBooks data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the QuickBooks data in the Domo service.

  1. Navigate to the Data Center.
  2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
  3. With the dataset selected, choose to create a visualization.
  4. In the new card:
    • Drag a Dimension to the X Value.
    • Drag a Measure to the Y Value.
    • Choose a Visualization.

With the CData ODBC Driver for QuickBooks, you can build custom datasets based on QuickBooks data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.