2022
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Introduction |
Many of the business users want to integrate QuickBooks reports with the Database object, I always come across with the one very question from a standard business user of the QuickBooks that Can QuickBooks reports be integrated to Database? The short answer is yes if a user wants a specific report to be sent to Database, DBSync can handle it. In this tutorial, we would be learning how data from QuickBooks P&L report is read and exported to Database using the DBSync Platform.
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DataBase Setup |
For this very tutorial purpose , I have chosen MYSQL as the database for writing the data which has been read from the QuickBooks Profit and Loss Report. The below is the script for you to generate the database with table and relevant columns .
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CREATE DATABASE /*!32312 IF NOT EXISTS*/`QuickBookstodb` /*!40100 DEFAULT CHARACTER SET utf8 */;CREATE DATABASE /*!32312 IF NOT EXISTS*/`QuickBookstodb` /*!40100 DEFAULT CHARACTER SET utf8 */; USE `QuickBookstodb`; DROP TABLE IF EXISTS `profitandloss`; CREATE TABLE `profitandloss` ( `id` int(255) NOT NULL AUTO_INCREMENT, `COA` varchar(255) DEFAULT NULL, `Amount` varchar(255) DEFAULT NULL, `ReportTitle` varchar(255) DEFAULT NULL, PRIMARY KEY (`id`) ) ENGINE=InnoDB DEFAULT CHARSET=utf8; /*Data for the table `profitandloss` */ btodb`;/*Table structure for table `customdetailreport` */DROP TABLE IF EXISTS `customdetailreport`; REATE TABLE `customdetailreport` ( `COA` varchar(255) DEFAULT NULL, `Amount` varchar(255) DEFAULT NULL, `Class` varchar(255) DEFAULT NULL, `DueDate` varchar(255) DEFAULT NULL, `Name` varchar(255) DEFAULT NULL, `Address` varchar(255) DEFAULT NULL, `OpenBalance` varchar(255) DEFAULT NULL, `ReportTitle` varchar(255) DEFAULT NULL, `Memo` varchar(255) DEFAULT NULL, `TransactionType` varchar(255) DEFAULT NULL, `RefNumber` varchar(255) DEFAULT NULL, `TransactionNumber` varchar(255) DEFAULT NULL) ENGINE=InnoDB DEFAULT CHARSET=utf8; |
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QuickBooks P&L Report To Database Import |
Trigger Setup
Rules Setup
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Running The Sync |
As its that now the Connectors, Trigger, and Rules have been set appropriately, it's time to Run sync and check whether all the data of the Profit and Loss report is dumped into ProfitandLoss table.
Hit the Run Now button located at the top right corner of the page as shown in the above screen. If sync is successfully executed it shows up in the console, in case of errors also same will be displayed in the console.
After the successful completion of sync, go to the database named QuickBookstodb and execute the below query to check the results as shown in below screen capture.
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SELECT * FROM profitandloss |