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Create Apps from QuickBooks Online Data in Qlik Sense Cloud
Use CData Connect Cloud to connect to QuickBooks Online Data and build apps from live QuickBooks Online data in Qlik Sense Cloud.
Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect Cloud creates a live connection to QuickBooks Online. By pairing Qlik Sense Cloud with CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud and get instant, live access to your QuickBooks Online data.
In this article, we walk through two connections:
- Connecting to QuickBooks Online in Connect Cloud
- Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard
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 Qlik Sense Cloud
Connectivity to QuickBooks Online from Qlik Cloud is made possible through CData Connect Cloud. To work with QuickBooks Online data from Qlik Cloud, we start by creating and configuring a QuickBooks Online connection.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "QuickBooks Online" from the Add Connection panel
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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 Qlik Sense Cloud.
Create a Qlik Sense App from QuickBooks Online Data
This section walks through adding QuickBooks Online data to a Qlik Sense app for visualizations, analytics, reporting, and more.
Create a New App and Upload Data
- Log into your Qlik Sense instance and click the button to create a new app
- Name and configure the new app and click "Create"
- In the workspace, click to open the new app
- Click to add data from files and other sources
- Select the Microsoft SQL Server connector and set the configuration properties.
- Set Server to tds.cdata.com
- Set Port to 14333
- Set Database to the connection you created (e.g. QuickBooksOnline1)
- Set User name to the Connect Cloud user (e.g. [email protected])
- Set Password to the PAT for the above user
- Select an owner for the connection
- Select a QuickBooks Online entity (Table) to view
- Click Next, configure the model, and load the data into Qlik Sense.
Generate Insights or Customize Your App
With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your QuickBooks Online data.
More Information & Free Trial
Now, you have created a simple but powerful dashboard from live QuickBooks Online data. For more information on creating OData feeds from QuickBooks Online (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live QuickBooks Online data in Qlik Sense Cloud.
