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.

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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.

Authenticating through Quickbooks Online

After setting the following connection properties, you are ready to connect:

  • OAuthClientId: Set this to the consumer key in your app settings.
  • OAuthClientSecret: Set this to the consumer secret in your app settings.
  • CompanyId: Set this to the ID of the company you want to connect to.
  • CallbackURL: Set this to http://localhost.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken and OAuthAccessTokenSecret.

When you connect the driver opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process:

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Refreshes the access token when it expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

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. To learn more, see Connection String Parameters.

To add Quickbooks Online data:

  1. In ElastiCube Manager, click Add Data and then, Quickbooks Online. The Connect to Quickbooks Online window is displayed.
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  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.

NameDescription
AccountsQuery QuickBooks Accounts.
AttachablesAttachables.
BillLineItemsQuery QuickBooks Bill Line Items.
BillPaymentLineItemsQuery QuickBooks Bill Payment Line Items.
BillPaymentsQuery QuickBooks Bill Payments.
BillsQuery QuickBooks Bills.
BudgetDetailsQuery QuickBooks BudgetDetails.
BudgetsQuery QuickBooks Budgets.
ClassQuery QuickBooks Classes.
CompanyInfoRetrieve information about the QuickBooks company.
CreditMemoLineItemsQuery QuickBooks Credit Memo Line Items.
CreditMemosQuery QuickBooks Credit Memos.
CustomersQuery QuickBooks Customers.
DepartmentsQuery QuickBooks Departments.
DepositLineItemsQuery QuickBooks Deposit Line Items.
DepositsQuery QuickBooks Deposits.
EmployeesQuery QuickBooks Employees.
EntitlementsRetrieves QuickBooks Entitlements.
EstimateLineItemsQuery QuickBooks Estimate Line Items.
EstimateLinkedTransactionsQuery QuickBooks Estimate Line Items.
EstimatesQuery QuickBooks Estimates.
InvoiceLineItemsQuery QuickBooks Invoice Line Items.
InvoiceLinkedTransactionsQuery QuickBooks Invoice Line Items.
InvoicesQuery QuickBooks Invoices.
ItemsQuery QuickBooks Items.
JournalEntriesQuery QuickBooks Journal Entries.
JournalEntryLineItemsQuery QuickBooks Journal Entry Line Items.
PaymentLineItemsQuery QuickBooks Payment Line Items.
PaymentMethodsQuery QuickBooks Payment Methods.
PaymentsQuery QuickBooks Payments.
PreferencesQuery QuickBooks Preferences. The Preferences table contains settings for company-wide preferences, which affect all users.
PurchaseLineItemsQuery QuickBooks Purchase Line Items.
PurchaseOrderLineItemsQuery QuickBooks Purchase Order Line Items.
PurchaseOrdersQuery QuickBooks Purchase Orders.
PurchasesQuery QuickBooks Purchases.
RefundReceiptLineItemsQuery QuickBooks RefundReceiptLineItems.
RefundReceiptsQuery QuickBooks RefundReceipts.
SalesReceiptLineItemsQuery QuickBooks Sales Receipt Line Items.
SalesReceiptsQuery QuickBooks Sales Receipts.
TaxCodesQuery QuickBooks Sales Tax Codes.
TaxRatesQuery QuickBooks Tax Rates.
TermsQuery QuickBooks Terms.
TimeActivitiesQuery QuickBooks Time Activities.
TransfersQuery QuickBooks Transfers
VendorCreditsQuery QuickBooks Vendor Credits.
VendorsQuery QuickBooks Vendors.

Versions

VersionRelease DateImprovements
6.6.0.44March 16, 2017General connector enhancements
6.5.1.23March 09, 2017Minor bug fixes
6.5.1.20January 16, 2017General release