QuickBooks Online Connector Setup

Version 22.0.8423


QuickBooks Online Connector Setup


The QuickBooks Online connector allows you to integrate QuickBooks Online into your data flow by pushing or pulling data from QuickBooks Online. Follow the steps below to connect CData Arc to QuickBooks Online.

Establish a Connection

To allow Arc to use data from QuickBooks Online, you must first establish a connection to QuickBooks Online. There are two ways to establish this connection:

  • Add a QuickBooks Online connector to your flow. Then, in the settings pane, click Create next to the Connection drop-down list.
  • Open the Arc Settings page, then open the Connections tab. Click Add, select QuickBooks Online, and click Next.

Note:

  • The login process is only required the first time the connection is created.
  • Connections to QuickBooks Online can be re-used across multiple QuickBooks Online connectors.

Enter Connection Settings

After opening a new connection dialogue, follow these steps:

  1. Enter a name for the connection.

  2. Click Connect.

  3. A new window opens for logging into QuickBooks Online. Enter your credentials and log in.

  4. If prompted, grant permissions for Arc to connect to QuickBooks Online. You will then return to Arc.

  5. Click Add Connection to finalize the connection.

  6. In the Connection drop-down list of the connector configuration pane, select the newly-created connection.

  7. Click Save Changes.

Select an Action

After establishing a connection to QuickBooks Online, you must choose the action that the QuickBooks Online connector will perform. The table below outlines each action and where it belongs in an Arc flow.

Action Description Position in Flow
Upsert Inserts or updates QuickBooks Online data. By default, if a record already exists in QuickBooks Online, an update is performed on the existing data in QuickBooks Online using the values provided from the input. End
Lookup Retrieves a value from QuickBooks Online and inserts that value into an already-existing Arc message in the flow.
The Lookup Query determines what value the connector will retrieve from QuickBooks Online. It should be formatted as a SQL query against the QuickBooks Online tables.
Middle
Select Retrieves data from QuickBooks Online and brings it into Arc.
You can use the Filter panel to add filters to the Select. These filters function similarly to WHERE clauses in SQL.
Beginning
Execute Stored Procedures Treats data coming into the connector as input for a stored procedure, and then passes the result down the flow.
You can click the Show Sample Data button to provide sample inputs to the selected Stored Procedure and preview the results.
Middle