Excel Add-In for QuickBooks

Build 21.0.7930

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From QuickBooks to launch the CData Query window. To setup your connection, you will have to click the Select button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to QuickBooks

The add-in makes requests 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 add-in with QuickBooks. For more information, refer to our Using the Remote Connector guide.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to QuickBooks you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

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Build 21.0.7930