QuickBooks

ExpandedToggleIcon        Connection Dialog

To connect to QuickBooks, you need to perform the following steps:

1.Select the Environment to connect to - Production or Sandbox.
2.Click the Web Login button
3.In the opened Web Login dialog box sign in to your QuickBooks account.
4.Select a company to query data from (click the link with the corresponding company name).
5.Click Authorize.

 

Additionally you may configure Advanced connection options for more fine connection tuning.

 

ExpandedToggleIcon        Advanced Connection Options

The following table describes the options that you can include in the Connection String using the Advanced Connection Editor dialog box:

 

Option

Description

Client ID

One of the pair of OAuth 2.0 credentials, that you can obtain when you register a client application at developer.intuit.com/myapps with your developer account.

Client Secret

The second one of the pair of OAuth 2.0 credentials, that you can obtain when you register a client application at developer.intuit.com/myapps with your developer account.

Company Id

A string that uniquely identifies a QuickBooks company. Filled automatically when you perform web login and authorization as described above.

Connection Lifetime

When a connection is returned to the pool, its creation time is compared with the current time, and the connection is destroyed if that time span (in seconds) exceeds the value specified by Connection Lifetime. The default value is 0 (connection always returns to pool).

Connection Timeout

The length of time (in seconds) to wait for a connection to the server before terminating the attempt and generating an error. The default value is 15.

Default Command Timeout

The time in seconds to wait while trying to execute a command before terminating the attempt and generating an error.

Failover Retries

The number of retry attempts to automatically re-run a command before displaying an error message in case when the command failed because of an error that may be temporary.

Local SQL Engine

Determines whether to use local SQL engine for SELECT queries, that are too complex to translate them directly to QuickBooks API calls or to show an error message.

Max Pool Size

The maximum number of connections allowed in the pool. Setting the Max Pool Size value in the connection string can affect performance. The default value is 100.

Min Pool Size

The minimum number of connections allowed in the pool. The default value is 0.

Persist Security Info

Indicates if security-sensitive information, such as the password, is not returned as part of the connection if the connection is open or has ever been in an open state.

Pooling

If true, by default, the connection is drawn from the appropriate pool or is created and added to the appropriate pool.

Proxy Host

The host name or IP address of proxy server.

Proxy Password

The password for the proxy server account.

Proxy Port

The port number of the proxy server. The default value is 3128.

Proxy User

The proxy server account name.

Readonly

Indicates whether the connection is read-only (allows only SELECT statements).

Refresh Token

An automatically generated OAuth 2.0 token used when refreshing the access token.

Sandbox

Indicates whether you connect to the Sandbox environment or to Production environment.

Token Server

The path to a file to store the refresh token between sessions. This parameter is specified automatically when performing web login, and in most cases there is no need to modify it. If you want, you may specify a custom path to use instead of the default one.

UTC Dates

If set to True, dates will be converted to UTC format during import, and the date values entered in Excel are considered UTC dates when saving them to the data source.