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Connect to QuickBooks Online Data in ACL Analytics
Connect to QuickBooks Online data via CData Connect Cloud in ACL Analytics to run your data analysis workflows with real-time access to QuickBooks Online data.
ACL Analytics, part of Diligent HighBond, is a powerful data analysis software primarily used for audit, risk management, and compliance. It enables professionals to examine and analyze large volumes of data to identify anomalies, trends, and potential risks or fraudulent activities.
CData Connect Cloud offers a dedicated cloud-to-cloud interface for QuickBooks Online, enabling analytics directly from live QuickBooks Online data within ACL Analytics, all without the need for data replication to a native database. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to QuickBooks Online. This leverages server-side processing to swiftly deliver the requested QuickBooks Online data.
About QuickBooks Online Data Integration
CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:
- Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
- Read, write, update, and delete QuickBooks Online data.
- Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
- Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.
Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.
For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.
Getting Started
Configure QuickBooks Online Connectivity for ACL Analytics
Connectivity to QuickBooks Online from ACL Analytics is made possible through CData Connect Cloud. To work with QuickBooks Online data from ACL Analytics, we start by creating and configuring a QuickBooks Online connection in CData Connect Cloud.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "QuickBooks Online" from the Add Connection panel
- Enter the necessary authentication properties to connect to QuickBooks Online.
QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
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Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured and a PAT generated, you are ready to connect to QuickBooks Online data from ACL Analytics.
Connect to QuickBooks Online from ACL Analytics
The steps below outline connecting to CData Connect Cloud from ACL Analytics to create a new QuickBooks Online data source. The CData Connect Cloud Virtual SQL Server allows you to establish a connection to your data from integration tools that support connections to SQL servers. The Virtual SQL Server mimics the behavior of a traditional SQL server, and it supports a range of query options.
- With your Analytics File open, select 'Import' --> 'Database and application'
- Create a new SQL Server connection
- Set the connection information
- Server: tds.cdata.com
- Port: 14333
- Auth Scheme: Password
- Username: a Connect Cloud user, for example, [email protected]
- Password: the PAT for the above Connect Cloud user
- Database: the name of your QuickBooks Online connection, for example, QuickBooksOnline1
- Click "Test Connection"
- Click "OK"
- You are now ready to work with your QuickBooks Online data in ACL Analytics!
Live connections to QuickBooks Online data from your applications
ACL Analytics can now connect to live QuickBooks Online data directly through Connect Cloud, allowing you to analyze QuickBooks Online data without duplicating it.
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect Cloud today!
