Analyze QuickBooks Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Server and QuickBooks Connector to build dynamic dashboards from live QuickBooks data. The CData Connect Server creates a virtual database for QuickBooks and can be used to generate an OData API (natively consumable in Reveal) for QuickBooks. In this article, we walk through connecting to QuickBooks in Connect Server and connecting to Connect Server from Infragistics Reveal to create a simple dashboard.

Getting Started

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Add a Connect Server User

Create a User to connect to QuickBooks from Reveal through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to QuickBooks from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "QuickBooks" from Available Data Sources
3. Enter the necessary authentication properties to connect to QuickBooks.

   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 Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add QuickBooks OData Endpoints in Connect Server

After connecting to QuickBooks, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the QuickBooks database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With Connect Server configured, we can visualize QuickBooks data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Source -> OData Feed
3. Specify the Connect Server API endpoint URL (found in API -> Discovery -> Base URL), for example: CONNECT_SERVER_URL/api.rsc
4. Select Generic Credentials and specify the Connect Server username and authentication token
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live QuickBooks data. For more information on creating OData feeds from QuickBooks (and more than 150 other sources), visit the Connect Server page. Download a free, 30-day trial and start working live QuickBooks data in tools that consume OData APIs.