Use the Connect Server to Access QuickBooks Data in Microsoft Power Pivot

This article will explain how to use the Connect Server to provide QuickBooks data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve and edit QuickBooks data in Power Pivot.

Getting Started

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Connect to QuickBooks from Power Pivot

To work with live QuickBooks data in Power Pivot, we need to connect to QuickBooks from Connect Server, provide user access to the new virtual database, and create OData endpoints for the QuickBooks data.

Add a Connect Server User

Create a User to connect to QuickBooks from Power Pivot 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 Endpoints 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 domains from an application, 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.

Import QuickBooks Tables in Power Pivot

Follow the steps below to import tables that can be refreshed on demand:

1. In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed
2. Fill out the OData feed URL (e.g. http://localhost:8080/odata.rsc)
3. On the next screen, select Basic and configure the username and password. Password should be your auth token.

4. Select the tables that you would like to import into Excel

5. After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet

6. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. This can now work with your QuickBooks data in Power Pivot.

Free Trial & More Information

If you are interested in connecting to your QuickBooks data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect Server today! For more information on Connect Server and to see what other data sources we support, refer to our CData Connect page.