Automate QuickBooks Data Replication to Azure Synapse



Use CData Sync to customize and automate QuickBooks data replication to Azure Synapse.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live QuickBooks data into your Azure Synapse instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

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 Azure Synapse as a Replication Destination

Using CData Sync, you can replicate QuickBooks data to Azure Synapse. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select Azure Synapse as a destination.
  3. Enter the necessary connection properties. To connect to Azure Synapse, provide authentication properties (see below) and set the following properties to connect to a Azure Synapse database:
    • Server: The server running Azure. You can find this by logging into the Azure portal and navigating to Azure Synapse Analytics -> Select your database -> Overview -> Server name.
    • Database: The name of the database, as seen in the Azure portal on the Azure Synapse Analytics page.

    Using SQL Password Authentication

    To authenticate to Microsoft SQL Server using standard authentication, set the following:

    • User: The username provided for authentication with Azure.
    • Password: The password associated with the authenticating user.
  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure the QuickBooks Connection

You can configure a connection to QuickBooks from the Connections tab. To add a connection to your QuickBooks account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (QuickBooks).
  3. Configure the connection 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.

  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your QuickBooks data to PostgreSQL.

Ready to get started?

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