After Installing the Connector you can connect and create a Data Source for data within QuickBooks Online.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called QuickBooks Online by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly within Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector comes with a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, there is a shortcut called Connection Builder in the start menu, under the CData Tableau Connector for QuickBooks Online folder.
• The connection builder can also be started by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click the Test Connection button to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window within Tableau.

Authenticating to QuickBooks Online

QuickBooks Online uses the OAuth authentication standard. You can use the Embedded Credentials to connect without setting any connection properties. When you connect, the connector opens the OAuth endpoint in your default browser. Simply log in and grant permissions to the application. The connector then completes the OAuth process.

Next Step

See Using the Connector to create data visualizations.