Connecting to QuickBooks Online

Note: This topic describes how to import data using the online Sisense Web Application. To import data through the desktop ElastiCube Manager, click here.

The Sisense QuickBooks Online connector is a standalone connector that allows you to import data from the QuickBooks Online API into the ElastiCube Manager. After you have downloaded and installed the connector, you can connect to Quickbooks Online API through a connection string you provide Sisense in the ElastiCube Manager. The connection string is used to authenticate users who connect to the QuickBooks Online API. To obtain a connection string, you will need to create a QuickBooks Online app.

Once you have connected to QuickBooks Online, you can import a variety of tables from the QuickBooks Online API.

This page describes how to install the QuickBooks Online connector, how to connect to QuickBooks Online with a connection string, and what tables you can import into the ElastiCube Manager:

Installing the Quickbooks Online Connector

Sisense provides the Quickbooks Online connector as a standalone connector that you can download and add to your list of default Sisense connectors.

To install the QuickBooks Online connector:

  1. Download the Quickbooks Online installation file.
  2. Open the installation file and click Install.
  3. After the installation process is complete, click Close.

The Quickbooks Online connector is displayed in the ElastiCube Manager under Add Data > Web Services.

Connecting to the Quickbooks Online REST API

To access Quickbooks Online’s REST API from Sisense, you must provide valid Oauth Quickbooks Online credentials. These credentials are provided by Quickbooks Online when you create an application.

Creating an App

You can follow the steps below to create an app and obtain the OAuth client credentials, the consumer key and consumer secret. You will need to create an Intuit developer account if you do not already have one.

  1. Log in to http://developer.intuit.com.
  2. Click My Apps > Create New App > Select APIs. Select the Accounting API.
  3. On the Settings tab, define the Launch URL.If you are making a desktop application, set Launch URL to http://localhost/.For a Web application, set Launch URL to a page you would like the user to be returned to after they have granted your application permissions.

Once you have created the app, you will be redirected to a page with information about your app. The Development tab contains your Sandbox credentials and the Production tab contains credentials for use with a production account. The consumer key and consumer secret are displayed on the Keys tab.

Adding Quickbooks Online Tables to your ElastiCube

Sisense uses connection strings to connect to Quickbooks Online and import data into the ElastiCube Manager. Each connection string contains a authentication parameters that the data source uses to verify your identity and what information you can export to Sisense.

The following parameters are mandatory for Quickbooks Online: 

The following is an example of a Quickbooks Online connection string:

jdbc:quickbooksonline:OAuthClientId=xxxxxxxxxxxx;OAuthClientSecret=xxxxxxxxxxxx;CompanyId=xxxxxxxxxxxxxx;

CallbackURL=http://localhost/;InitiateOAuth=GETANDREFRESH;Timeout=0;

To add Quickbooks Online data:

  1. In ElastiCube Manager, click Add Data and then, Quickbooks Online. The Connect to Quickbooks Online window is displayed.
  2. In Datasource Connection String, enter your connection string.
  3. Click Connect to Server. Quickbooks Online is displayed in the Select Database list.
  4. Click OK. Sisense connects to Quickbooks Online and displays a list of tables available for you to import.
  5. Select the relevant tables and click Add.

The tables are displayed in the ElastiCube Manager.

Quickbooks Online Tables

The Sisense Quickbooks Online connector allows you to import the following tables into the ElastiCube Manager.

Name Description
Accounts Query QuickBooks Accounts.
Attachables Attachables.
BillLineItems Query QuickBooks Bill Line Items.
BillPaymentLineItems Query QuickBooks Bill Payment Line Items.
BillPayments Query QuickBooks Bill Payments.
Bills Query QuickBooks Bills.
BudgetDetails Query QuickBooks BudgetDetails.
Budgets Query QuickBooks Budgets.
Class Query QuickBooks Classes.
CompanyInfo Retrieve information about the QuickBooks company.
CreditMemoLineItems Query QuickBooks Credit Memo Line Items.
CreditMemos Query QuickBooks Credit Memos.
Customers Query QuickBooks Customers.
Departments Query QuickBooks Departments.
DepositLineItems Query QuickBooks Deposit Line Items.
Deposits Query QuickBooks Deposits.
Employees Query QuickBooks Employees.
Entitlements Retrieves QuickBooks Entitlements.
EstimateLineItems Query QuickBooks Estimate Line Items.
EstimateLinkedTransactions Query QuickBooks Estimate Line Items.
Estimates Query QuickBooks Estimates.
InvoiceLineItems Query QuickBooks Invoice Line Items.
InvoiceLinkedTransactions Query QuickBooks Invoice Line Items.
Invoices Query QuickBooks Invoices.
Items Query QuickBooks Items.
JournalEntries Query QuickBooks Journal Entries.
JournalEntryLineItems Query QuickBooks Journal Entry Line Items.
PaymentLineItems Query QuickBooks Payment Line Items.
PaymentMethods Query QuickBooks Payment Methods.
Payments Query QuickBooks Payments.
Preferences Query QuickBooks Preferences. The Preferences table contains settings for company-wide preferences, which affect all users.
PurchaseLineItems Query QuickBooks Purchase Line Items.
PurchaseOrderLineItems Query QuickBooks Purchase Order Line Items.
PurchaseOrders Query QuickBooks Purchase Orders.
Purchases Query QuickBooks Purchases.
RefundReceiptLineItems Query QuickBooks RefundReceiptLineItems.
RefundReceipts Query QuickBooks RefundReceipts.
SalesReceiptLineItems Query QuickBooks Sales Receipt Line Items.
SalesReceipts Query QuickBooks Sales Receipts.
TaxCodes Query QuickBooks Sales Tax Codes.
TaxRates Query QuickBooks Tax Rates.
Terms Query QuickBooks Terms.
TimeActivities Query QuickBooks Time Activities.
Transfers Query QuickBooks Transfers
VendorCredits Query QuickBooks Vendor Credits.
Vendors Query QuickBooks Vendors.

Versions

Version Release Date Improvements
6.6.0.44 March 16, 2017 General connector enhancements
6.5.1.23 March 09, 2017 Minor bug fixes
6.5.1.20 January 16, 2017 General release