DBSync Cloud Workflow (iPaaS)

2022

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Introduction
Many of the business user 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 a data from QuickBooks P&L report is read and exported to Database using DBSync Platform. 

QuickBooks P&L Report To Database Import
  1. Login to DBSync with valid credentials 
  2. Create a project with name of your choice.
  3. Create connectors preferably of type DataBase and QuickBooks Desktop.
  4. Configure the QuickBooks Desktop connector which is supported by DBSync, Please refer to DBSync QuickBooks Desktop connector documentation.
  5. Configure the DataBase Connector with any DB which is supported by DBSync, please refer to DBSync DBConnector  documentation for more information. 
  6. Create a process with meaningful name like QBP&LToDB which will be easy for other users to understand .
  7. Create a workflow with valid name , Trigger and Rules as explained in latter sections .

Trigger Setup

  1. Select the data-source as QB
  2. Build a query from the Advanced Query builder which would fetch the data from the Report.

Rules Setup

  1. Add a rule with name of user choice, select the DB connector and operation as insert. 
  2. Choose an object as customdetail report.
  3. Now user has to do the mapping as per their need.
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