TDV Adapter for QuickBooks

Build 22.0.8462

Advanced

The Advanced tab allows granular control over the QuickBooks Gateway's server. The QuickBooks Gateway contains an embedded Web server that runs as a Windows service and listens for HTTP requests. Each request contains the XML data to be communicated to QuickBooks Desktop as well as configuration settings specifying how the connection is to be opened. The QuickBooks Gateway then communicates with QuickBooks Desktop via COM and returns the QuickBooks Desktop response (or an error message) in the HTTP reply.

This chapter details how to control each of these aspects of connecting to QuickBooks Desktop through the UI, command-line interface, and the registry. The following sections detail the options available on the Advanced tab.

Logging Options

  • Write Logs to a Folder: Enables or disables writing log files to the specified folder in addition to writing logs to the Status tab.
  • Folder: Specifies the folder where log files are written.
  • Log Rotation: Determines how logs are organized on disk. Creates one file for each day, week, or month, depending on the following values:

    Daily (default): Uses a new log file every day. Files are written with the format "yyyy_MM_dd.txt". For example, "2013_09_23.txt".
    Weekly: Uses a new log file every week. Files are written with the format "yyyy_ww.txt". For example, "2013_34.txt", where 34 means this is the 34th week of 2013.
    Monthly: Uses a new log file every month. Files are written with the format "yyyy_mm.txt". For example, "2013_09.txt".

  • Log Mode: Sets the verbosity of the log output. In most situations, Info (the default) is sufficient. The Verbose option is helpful for debugging purposes.

IP Options

  • Port: The port on which the server listens.
  • Allowed Clients: A comma-separated list of host names or IP addresses that can access the server. The wildcard character '*' is supported. If unspecified (default) any client can connect.

Enabling Persistent Connections

All communications to QuickBooks Desktop company files must first go through QuickBooks Desktop. If QuickBooks Desktop is closed, this means that for each attempt to connect to the company file, QuickBooks Desktop needs to be launched and then closed again. By default the QuickBooks Gateway queues requests for data and performs the necessary authentication for each request. The following options can be used to override this behavior and keep the connection to the company file alive after the query finishes executing, so further requests will respond more quickly.

Warning: If a user attempts to manually open QuickBooks Desktop while a persistent connection is opened, QuickBooks Desktop will return an error stating that the company file is already in use.

  • Enable Persistent Connection: This is disabled by default: Normally your code controls when the connection to QuickBooks Desktop is opened and closed by calling the Open and Close methods; however, when this setting is enabled, the QuickBooks Gateway establishes a persistent connection to QuickBooks Desktop even when Open and Close are not used. This allows multiple applications to share the connection and simultaneously access the QuickBooks Gateway.
  • Idle Timeout: Sets the idle timeout for the persistent connection in seconds. This is only applicable to the persistent connection. If there is no activity within this time window the QuickBooks Gateway closes the connection.

Enabling TLS/SSL

Enable TLS (1.x) to encrypt communication between your application and the QuickBooks Gateway. TLS/SSL uses digital certificates to protect the confidentiality, integrity, and authenticity of your data: You can generate these certificates on the Advanced tab. Once you have enabled TLS, you will need to send your public key certificate to any connecting applications.

The following options are used to configure TLS/SSL:

  • Enable TLS: Enables or disables TLS (1.x) communication.
  • Select Certificate: Loads an existing certificate.
  • Generate Certificate: Creates a new certificate.
Loading a certificate displays information about the certificate; the properties of the certificate cannot be set directly. Note: Enabling TLS disables plaintext connections.

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8462