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Import QuickBooks Online Data into Microsoft Power Query
The CData API Server offers standards-based Web service endpoints that allow a variety of applications to access QuickBooks Online data. In this article, you will use the OData format to import QuickBooks Online data into Microsoft Power Query.
The API Server, when paired with the ADO.NET Provider for QuickBooks Online (or any of 200+ other ADO.NET Providers), enables you to use Web services to connect to and query QuickBooks Online data. This article details how to import an OData feed of QuickBooks Online data into Microsoft Power Query.
About QuickBooks Online Data Integration
CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:
- Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
- Read, write, update, and delete QuickBooks Online data.
- Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
- Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.
Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.
For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.
Getting Started
Set Up the API Server
Follow the steps below to begin producing secure QuickBooks Online OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to QuickBooks Online
After you deploy the API Server and the ADO.NET Provider for QuickBooks Online, provide authentication values and other connection properties needed to connect to QuickBooks Online by clicking Settings -> Connections and adding a new connection in the API Server administration console.
QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.
See the Getting Started chapter of the help documentation for a guide to using OAuth.
You can then choose the QuickBooks Online entities you want to allow the API Server access to by clicking Settings -> Resources.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Connect to QuickBooks Online Data from Power Query
Follow the steps below to import tables that can be refreshed on demand:
- Configure the API Server to use a version of the OData protocol that is recognized by Power Query. In the API Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.
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From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:
https://your-server:8032/api.rsc
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In the next step of the wizard, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.
To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click Edit Credential. Select the privacy level from the menu on the Data Source Settings page.
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You can now access QuickBooks Online data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.
