How to Connect to QuickBooks Online Using SSIS

For businesses using QuickBooks Online, integrating it with SSIS can unlock a whole new level of efficiency. QuickBooks Online offers powerful cloud-based accounting, while SSIS simplifies ETL management. But without the right connectors, getting them to work together can be a real headache.

Devart SSIS Components for QuickBooks Online simplify this integration, providing high-performance connectors that remove the common pain points. With real-time synchronization, flexible query configurations, and seamless data transfers, SSIS components ensure smooth data flows between QuickBooks and other systems, freeing up time for strategic work.

Setting up the connection is straightforward: choose the right components, configure them once, and integrate. Our intuitive tools reduce setup complexity, allowing your team to focus on optimizing your data pipelines instead of troubleshooting. This guide provides steps for integrating QuickBooks with this tool. Let's begin.

Create data flow tasks for QuickBooks Online

To start, you'll need to set up a Data Flow Task in SSIS to handle the QuickBooks data:

Install SQL Server Data Tools (SSDT) for Visual Studio and ensure SSIS is installed for Visual Studio.
Open your SSIS project and go to the Data Flow tab.
In the SSIS Toolbox panel, locate the Devart QuickBooks Online Source component.
Drag and drop the Devart QuickBooks Online Source into the Data Flow field.

Configure the SSIS QuickBooks Online connection

1. Double-click the Devart QuickBooks Online Source you added and select Create New Connection Manager from the QuickBooks Online Connection drop-down list.

2. Configure the following settings in the connection dialog:

Sandbox: Select the Sandbox checkbox if you are connecting to a QuickBooks Online test environment.
Use Custom OAuth App: If using a custom OAuth app, check this option and enter the Client ID and Client Secret, which you can obtain by registering an OAuth app in your QuickBooks Online developer account.

3. Click Web Login to open the browser-based login dialog.

4. Log in to your QuickBooks Online account.

5. Select the company you want to query data from by clicking the link corresponding to the company name.

6. Click Connect to grant access to the connection.

7. After setting up the connection, click Test Connection to ensure the credentials and permissions are correct. If the connection fails, verify that the Client ID, Client Secret, and company permissions are configured properly.

Pro tips

OAuth tokens may expire over time, so ensure your setup includes token refresh mechanisms if required for long-term use.
Some tools may require you to specify the API version (e.g., v3 or v4). Ensure the selected version is compatible with your project requirements.

8. Click OK to finalize the connection and return to the SSIS designer.

Select QuickBooks Online data for retrieval using SSIS

Once your connection is configured, double-click the Devart QuickBooks Online Source to open the QuickBooks Online Source Editor.

In the Editor, you don't need to manually write the SELECT query to retrieve data from a QuickBooks Online table. Instead, you can select the desired table (e.g., Account, Invoices, or Payments) and the fields you want to include in your query.

Additionally, the Editor provides the flexibility to write and execute custom queries using SQL-like syntax. This allows you to filter data dynamically and retrieve specific information from multiple entities using JOINs.

Pro tips

Save frequently used queries as templates for streamlined future workflows.

Essential SSIS ETL tasks for QuickBooks Online integration

Devart's SSIS components simplify complex ETL (Extract, Transform, Load) tasks for QuickBooks Online:

Data import/export: Easily transfer data to and from QuickBooks in various formats like CSV, XML, and Excel.
Data aggregation: Perform operations like summing, averaging, or counting, and generate useful insights for reporting and analysis.
Splitting and merging data: Effortlessly split large datasets into smaller chunks or merge multiple datasets for efficient processing.
Cloud integration: Link QuickBooks data with cloud services like Google Cloud, Azure, and Amazon S3.
Replication and backup: Set up automatic replication for data security or use backup processes to ensure data continuity.
Migration: Transfer data to and from QuickBooks with minimal downtime, ensuring smooth transitions and continuity.

Conclusion

Integrating QuickBooks Online with SSIS isn't just about moving data from one place to another. It's about making your workflow smoother, faster, and more reliable. With Devart's SSIS Data Flow Components for QuickBooks Online, tasks that used to take hours can now be completed in minutes. You can automate your ETL tasks and spend less time on the manual stuff, leaving more room for what really matters.

Whether you're syncing QuickBooks data across cloud platforms or handling large data volumes, the integration is simple, scalable, and incredibly efficient. Devart's solution simplifies what used to be a complex process, helping your team work smarter, not harder.

Ready to streamline your workflow? Start your free trial of Devart SSIS Data Flow Components for QuickBooks Online and see for yourself how easy it is to simplify your data management. With Devart, tasks that used to take hours are now completed in minutes. To learn more, visit our QuickBooks Online page or check out our compatibility guide.

Looking to expand your data workflows even further? The SSIS Universal Bundle includes everything you need for seamless ETL across multiple platforms. Download our Universal Bundle to get started.