Power BI Connector for QuickBooks

Build 23.0.8839

Connection Properties

The connection properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection settings for this provider. Click the links for further details.

For more information on establishing a connection, see Getting Started.

Authentication


PropertyDescription
CompanyFileThe name of the CompanyFile to open.
ApplicationNameThe name of the developer's application.

Remote


PropertyDescription
UserA username for the QuickBooks Gateway connection.
PasswordA password for the QuickBooks Gateway connection.
URLThe URL for the QuickBooks Gateway. For example, http://localhost:8166.

SSL


PropertyDescription
SSLServerCertThe certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeThe protocol used by a proxy-based firewall.
FirewallServerThe name or IP address of a proxy-based firewall.
FirewallPortThe TCP port for a proxy-based firewall.
FirewallUserThe user name to use to authenticate with a proxy-based firewall.
FirewallPasswordA password used to authenticate to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectThis indicates whether to use the system proxy settings or not.
ProxyServerThe hostname or IP address of a proxy to route HTTP traffic through.
ProxyPortThe TCP port the ProxyServer proxy is running on.
ProxyAuthSchemeThe authentication type to use to authenticate to the ProxyServer proxy.
ProxyUserA user name to be used to authenticate to the ProxyServer proxy.
ProxyPasswordA password to be used to authenticate to the ProxyServer proxy.
ProxySSLTypeThe SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Logging


PropertyDescription
LogfileA filepath which designates the name and location of the log file.
VerbosityThe verbosity level that determines the amount of detail included in the log file.
LogModulesCore modules to be included in the log file.
MaxLogFileSizeA string specifying the maximum size in bytes for a log file (for example, 10 MB).
MaxLogFileCountA string specifying the maximum file count of log files.

Schema


PropertyDescription
LocationA path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemasThis property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
TablesThis property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
ViewsRestricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Caching


PropertyDescription
AutoCacheAutomatically caches the results of SELECT queries into a cache database specified by either CacheLocation or both of CacheConnection and CacheProvider .
CacheProviderThe name of the provider to be used to cache data.
CacheConnectionThe connection string for the cache database. This property is always used in conjunction with CacheProvider . Setting both properties will override the value set for CacheLocation for caching data.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceThe tolerance for stale data in the cache specified in seconds when using AutoCache .
OfflineUse offline mode to get the data from the cache instead of the live source.
CacheMetadataThis property determines whether or not to cache the table metadata to a file store.

Miscellaneous


PropertyDescription
CustomFieldModeHow custom fields should display.
DelayAfterCloseA delay in milliseconds to be applied each time a connection to QuickBooks is closed.
DirectQueryLimitLimits the number of rows when using the DirectQuery mode. This helps avoid performance issues at design time.
EnableForeignKeyDetectionWhether to detect the foreign keys in ODBC.
IncludeLineItemsWhether or not to request Line Item responses from QuickBooks when retrieving a base transaction, such as Invoices.
IncludeLinkedTxnsWhether or not to request Linked Transactions from QuickBooks when retrieving a base transaction, such as Invoices.
MaximumColumnSizeThe maximum column size.
MaxRowsLimits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
OtherThese hidden properties are used only in specific use cases.
PagesizeThe maximum number of results to return per page from QuickBooks.
PseudoColumnsThis property indicates whether or not to include pseudo columns as columns to the table.
QBXMLVersionThe version of QBXML used in the outgoing message. This is only applicable to Desktop Edition.
ReadonlyYou can use this property to enforce read-only access to QuickBooks from the provider.
RTKThe runtime key used for licensing.
TimeoutThe value in seconds until the timeout error is thrown, canceling the operation.
UserDefinedViewsA filepath pointing to the JSON configuration file containing your custom views.
UseRDSWhether the provider will connect using Remote Data Sharing (RDS). Cannot be used together with the QuickBooks Gateway.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 23.0.8839