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How to Import QuickBooks Data into SQL Server using SSIS
Easily back up QuickBooks data to SQL Server using the SSIS components for QuickBooks.
Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.
This example demonstrates how to use the CData SSIS Tasks for QuickBooks inside of a SQL Server SSIS workflow to transfer QuickBooks data into a Microsoft SQL Server database.
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
Add the Components
To get started, add a new QuickBooks source and SQL Server ADO.NET destination to a new data flow task.
Create a New Connection Manager
Follow the steps below to save QuickBooks connection properties in a connection manager.
- In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
- In the Connection Manager type menu, select QuickBooks. The CData QuickBooks Connection Manager is displayed.
- Configure 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.
![]( "Configuring a connection (Salesforce is shown).")
Configure the QuickBooks Source
Follow the steps below to specify the query to be used to extract QuickBooks data.
- Double-click the QuickBooks source to open the source component editor.
- In the Connection Manager menu, select the connection manager previously created.
- Specify the query to use for the data extraction. For example:
SELECT Name, CustomerBalance FROM Customers![]( "The SQL query to retrieve records. (Salesforce is shown.)")
- Close the QuickBooks Source control and connect it to the ADO.NET Destination.
Configure the SQL Server Destination
Follow the steps below to specify the SQL server table to load the QuickBooks data into.
- Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
- In the Data access mode menu, select "table or view".
- In the Table Or View menu, select the table or view to populate.
- Configure any properties you wish to on the Mappings screen.
![]( "The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)")
Run the Project
You can now run the project. After the SSIS Task has finished executing, your database will be populated with QuickBooks data.
Ready to get started?
Download a free trial of the QuickBooks SSIS Component to get started:
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QuickBooks SSIS Components
Powerful SSIS Source & Destination Components that allow you to easily connect SQL Server with live QuickBooks account data through SSIS Workflows.
Use the QuickBooks Data Flow Components to synchronize with Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!
