QuickBooks to SQL Server: 4 Easy Steps

on Accounting Software, Data Integration, Database Management Systems, ETL, ETL Tutorials, Microsoft SQL Server, ODBC, ODBC Connector, QuickBooks, SQL Server • June 3rd, 2022 • Write for Hevo

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QuickBooks SQL is a robust tool that makes use of the QODBC Driver for QuickBooks to extract data from your QuickBooks company file and synchronize it with one or more Microsoft SQL Server databases. Thus establishing QuickBooks to SQL Server connection. There are numerous things you can do with your company data after it’s stored in your Microsoft SQL Server Database that QuickBooks can’t.

When introducing a fully functional QODBC driver for the integration of accounting data files, QuickBooks employs SQL queries. Using the connector template, you may construct a procedure for integrating databases and QuickBooks, depending on the process and model. The connector comes with many capabilities and allows you to create unique mappings with only a few clicks.

In this blog, you’ll learn how to integrate QuickBooks to SQL Server if you want to get analytics-ready data quickly and easily. You can concentrate on what matters: extracting value from your accounting and financial data.

Table of Contents

What is QuickBooks?

QuickBooks to SQL Server - Quickbooks logo
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QuickBooks is a leading account management tool specializing in bookkeeping, payroll, inventory management, bookkeeping, and a host of other financial tasks related to running a business. It has tens of thousands of users around the world, from small businesses to large corporations. QuickBooks was created by Intuit, a California-based company. Their main goal was to automate traditional business processes to save time and make tasks like bookkeeping and paperwork easier.

Custom reports can be created in QuickBooks based on business needs. This tool is also useful for creating highly accurate income statements. This information can be used to determine if a company is profitable at any given time. These statements can also be used to tailor user needs and preferences to evaluate unique business data.

With QuickBooks, you can view business data such as sales dates, customer information, product information, project status, and geographic information. This tool also helps in retrieving GST information and calculating taxes. How to avoid problems with the income statement. QuickBooks tracks payments and expenses as bank and credit card information are entered.

Key Features of QuickBooks

Here are some features of QuickBooks:

  • Financial Reports: QuickBooks allows users to create custom reports that make it easy to track business progress. Store and manage all information in one place for easy access when needed. Accounting reports simplify the tax return process.
  • Multi-User Access: With QuickBooks, you can grant your employees different levels of access to QuickBooks Online. This enables effective collaboration between the different teams in the organization. Payment and Cash Flow Management.
  • Cash flow: QuickBooks has its own online payment system that allows customers to make payments faster when an invoice or statement is delivered. This also allows for faster bill payments to partner banks.
  • Online Banking: When a bank account is linked to QuickBooks, bank transactions are uploaded and categorized. This eliminates the need to enter data for account statements.
  • Support: QuickBooks has a large support base and their support team answers any questions and offers free assistance. It even offers guides, video lectures, and seminars to help you improve your QuickBooks knowledge.

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What is SQL Server?

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Microsoft SQL Server is a Relational Database Management System(RDBMS). It has hundreds of cores running simultaneously and can store petabytes of data. It includes a robust query layer for business analysis and is tightly coupled with reporting solutions like Power BI. Spark support has been built into newer versions, allowing users to analyze massive amounts of data using Spark SQL without much additional configuration.

The standard Structured Query Language (SQL), ANSI SQL, is supported. TSQL is a proprietary language that SQL Server includes as part of its installation (Transact SQL). The main interface tool, consisting of a client and a server, is SQL Server Management Studio (SSMS). A client is an application that sends requests to a SQL server installed on a system, while a server can process incoming data as needed.

Key Features of SQL Server

Examine the key features that have contributed to SQL Server’s enormous popularity:

  • The Database Engine: The Database Engine helps rapid trade processing and streamlines facts garage and facts security.
  • The Server Agent: It essentially acts as a venture scheduler and may be brought on via way of means of any event or in step with the request.
  • The SQL Server Browser: The Server Browser accepts drawing near queries and connects them with the perfect SQL Server instance. The
  • SQL Server Full-Text Search: As the call suggests, customers can run a full-textual content seek in opposition to Character records in SQL Tables.
  • Cloud Database Support: SQL Server may be effortlessly incorporated with Azure SQL or Microsoft Cloud with integrated security. Cloud Database help makes SQL Server pretty to be had and lets in for instant failover with minimal uptime.

How to Connect QuickBooks to SQL Server?

You can use the SQL Gateway to configure a TDS (SQL Server) remoting provider and install a related server for QuickBooks information. After you’ve got commenced the provider, you may use the UI in SQL Server Management Studio to create the related server.

Step 1: Assign QuickBooks as an ODBC Data Source

You can then work with QuickBooks information simply as you will a related SQL Server instance. If you haven’t already, first specify connection residences in an ODBC DSN (information supply name). This is the final step of the motive force installation.

To create and configure ODBC DSNs, use the Microsoft ODBC Data Source Administrator. When you’re connecting to a neighborhood QuickBooks instance, you do now no longer want to set any connection residences.

Requests are made to QuickBooks via the Remote Connector. The Remote Connector runs at the equal device as QuickBooks and accepts connections via a lightweight, embedded Web server. The server helps SSL/TLS, permitting customers to attach securely from far-off machines. The first time you connect, you may want to authorize the Remote Connector with QuickBooks.

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Step 2: Set up the TDS Remoting Service for QuickBooks to SQL Server

A guide to configuring a TDS remoting service in the SQL Gateway UI can be found in the SQL Gateway Overview. The TDS remoting service is a daemon process that monitors client TDS requests.

Step 3: Make a QuickBooks Data Linked Server

To create a linked server from the Object Explorer, follow the steps below.

Step 3.1: From the UI, create a Linked Server

Connect to a SQL Server instance using SQL Server Management Studio.

In Object Explorer, expand the SQL Server database. Right-click Linked Servers in the Server Objects node and select New Linked Server. The New Linked Server dialog box appears.

Click the Other Data Source option in the General section and enter the following information after naming the linked server:

  • Provider: Choose the SQL Server Native Client Provider that corresponds to your SQL Server version. SQL Server Native Client 11.0, for example.
  • Data Source: Enter, separated by a comma, the host and port on which the TDS remoting service is running.
  • Catalog: Enter the DSN of the data system, Data QuickBooks Sys.

Select the option to have the connection “made using this security context” in the Security section, and then enter the username and password of a user you created in the SQL Gateway’s Users tab.

QuickBooks to SQL Server - Linked Server Property
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Step 4: Connect with SQL Server Management Studio

SQL Server Management Studio employs the SQL Server Client OLE DB provider, which necessitates the use of an in-process ODBC driver. To query the linked server from SQL Server Management Studio, you must enable the “Allow inprocess” option in Management Studio for the SQL Server Native Client Provider. To do so, navigate to Server Objects -> Linked Servers -> Providers and open the properties for the provider you’re using. Save the changes after checking the “Allow inprocess” box.

Now you can now run queries to the QuickBooks linked server from any tool that can connect to SQL Server. Set the table name accordingly:

# Querying QuickBooks to SQL Server----

SELECT * FROM [linked server name].[Data QuickBooks Sys].[QuickBooks].[Customers]
QuickBooks to SQL Server - Executing Code in the Server
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Benefits of QuickBooks to SQL Server Connection

Here are some benefits of connecting QuickBooks to SQL Server:

  • In QuickBooks to SQL Server connection, you can conveniently import data from SQL Server and perform various DML operations on it. This includes SQL objects, CSV files, and more.
  • Within the Run logs, you can track the results of the integration process for each run.
  • Enables bi-directional data synchronization between QuickBooks to SQL Server data.
  • QuickBooks to SQL Server performs regular synchronization and keeps track of changes at the source of the synced data.
  • QuickBooks to SQL Server enables handy visual editors for fast data migration, allowing for precise mapping adjustment.
  • Perform fast operations with data integration in simple GUI editors and wizards.
  • This enables big data sharing to optimize CRM, ERP, and accounting data in databases.
  • Activates data migration and data export from the accounting program to Microsoft Server.

Conclusion

QuickBooks generates a large amount of data; the existing data on the MS SQL Server database must be modified. This includes new and revised records, among other things.

You will need to check QuickBooks regularly for changed data and, if necessary, replicate the process that was previously defined during data updating. To update the existing rows, UPDATE statements are generated.

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