Many business users wonder - Can I integrate QuickBooks reports with the Database object? Yes, absolutely! In this tutorial, we will learn how data from QuickBooks P&L report is read, and exported, to Database using the DBSync Platform.
For this tutorial I selected MYSQL as the Database for writing the data that has been read from the QuickBooks Profit and Loss Report. Below is the script for you to generate the Database with tables and relevant columns .
- Login to DBSync with valid credentials.
- Create a Project with the name of your choice.
- Create Connectors - preferably of type Database and QuickBooks Desktop.
- Configure the QuickBooks Desktop Connector that is supported by DBSync. Please refer to DBSync QuickBooks Desktop Connector documentation.
- Configure the DataBase Connector with any Database that is supported by DBSync. Please refer to DBSync DBConnector documentation for more information.
- Create a Process with a meaningful name like QuickBooksP<oDB that will be easy for other users to understand.
- Create a workflow with a valid name, Trigger, and Rules as explained in later sections.
- Select the data-source as QuickBooks.
- Build a query from the Advanced Query builder that would fetch the data from the Report.
- Add a Rule with the name of user's choice. Select the DB Connector and Operation as an insert.
- Choose an object as Profit and Loss.
- Next, do the mapping as per your needs.
Connectors, Trigger, and Rules have been set appropriately. Now it is time to Run sync and check whether all the data of the Profit and Loss report is dumped into Profit and Loss table.
Click 'Run Now' button located at the top right corner of the page as shown on the screen above. If sync is successfully executed it shows up in the console. However, in case of errors, it too will displayed in the Console.
After successful completion of sync, go to the database named QuickBookstodb and execute the following query to check the results as shown on following screen.