Overview
The Lyftron Provider for QuickBooks Online offers the most natural way to access QuickBooks Online data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing QuickBooks Online data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s QuickBooks Online data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
Key Features
- Comprehensive Delta load mechanism.
- Real-time access to QuickBooks Online.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
Prerequisites
The user must have credentials for QuickBooks Online, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron
Establishing a Connection with Lyftron's Quickstart Steps
Create your QuickBooks Online connection with Lyftron by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click QuickBooks Online for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish QuickBooks Online connection with Lyftron.
Key | Value | Field |
Connection Name | Enter your connection details | Required |
InitiateOAuth | GETANDREFRESH | Required |
Logfile** | Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx | Optional |
Verbosity** | Choose verbosity 1-5 based on the severity of debugging | Optional |
** For more information, check the Lyftron logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.
Step5. Save your connection
Hurray! Now you have successfully connected with the Lyftron QuickBooks Online connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.
Data Model
The Lyftron Provider for QuickBooks Online models entities in the QuickBooks Online API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.
API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL feature, set by default, to circumvent most of these limitations.
Tables
The Lyftron Provider for QuickBooks Online models Item Listings in tables so that they can be easily queried, updated, and deleted. You can list items on your QuickBooks Online store by calling the AddItem stored procedure.
Views
Views are tables that cannot be modified. Typically, read-only data are shown as views.
Name | Type | Description | ||
Accounts | Tables | Create, update, delete, and query QuickBooks Accounts. | ||
AttachableRefs | Tables | Attachables | ||
Attachables | Tables | Attachables | ||
BillLineItems | Tables | Create, update, delete, and query QuickBooks Bill Line Items. | ||
BillPaymentLineItems | Tables | Create, update, delete, and query QuickBooks Bill Payment Line Items. | ||
BillPayments | Tables | Create, update, delete, and query QuickBooks Bill Payments. | ||
Bills | Tables | Create, update, delete, and query QuickBooks Bills. | ||
BudgetDetails | Tables | Query QuickBooks BudgetDetails. | ||
Budgets | Tables | Query QuickBooks Budgets. | ||
Class | Tables | Create, update, delete, and query QuickBooks Classes. | ||
CompanyCurrency | Tables | Create, update, delete, and query QuickBooks CompanyCurrency. Applicable only for those companies that enable multicurrency, a companycurrency object defines a currency that is active in the QuickBooks Online company. One or more companycurrency objects are active based on the company's multicurrency business requirements and correspond to the list displayed by the Currency Center in the QuickBooks Online UI. | ||
CompanyInfo | Tables | Retrieve information about the QuickBooks company. | ||
CreditMemoLineItems | Tables | Create, update, delete, and query QuickBooks Credit Memo Line Items. | ||
CreditMemos | Tables | Create, update, delete, and query QuickBooks Credit Memos. | ||
Customers | Tables | Create, update, delete, and query QuickBooks Customers. | ||
Departments | Tables | Create, update, delete, and query QuickBooks Departments. | ||
DepositLineItems | Tables | Create, update, delete, and query QuickBooks Deposit Line Items. | ||
Deposits | Tables | Create, update, delete, and query QuickBooks Deposits. | ||
Employees | Tables | Create, update, delete, and query QuickBooks Employees. | ||
EstimateLineItems | Tables | Create, update, delete, and query QuickBooks Estimate Line Items. | ||
EstimateLinkedTransactions | Tables | Create, update, delete, and query QuickBooks Estimate Line Items. | ||
Estimates | Tables | Create, update, delete, and query QuickBooks Estimates. | ||
ExchangeRates | Tables | Retrieves QuickBooks exchange rates. | ||
InvoiceLineItems | Tables | Create, update, delete, and query QuickBooks Invoice Line Items. | ||
InvoiceLinkedTransactions | Tables | Create, update, delete, and query QuickBooks Invoice Line Items. | ||
Invoices | Tables | Create, update, delete, and query QuickBooks Invoices. | ||
Items | Tables | Create, update, delete, and query QuickBooks Items. | ||
JournalCode | Tables | Create, update, delete, and query QuickBooks Journal Codes. | ||
JournalEntries | Tables | Create, update, delete, and query QuickBooks Journal Entries. | ||
JournalEntryLineItems | Tables | Create, update, delete, and query QuickBooks Journal Entry Line Items. | ||
PaymentLineItems | Tables | Create, update, delete, and query QuickBooks Payment Line Items. | ||
PaymentMethods | Tables | Create, update, delete, and query QuickBooks Payment Methods. | ||
Payments | Tables | Create, update, delete, and query QuickBooks Payments. | ||
Preferences | Tables | Query QuickBooks Preferences. The Preferences table contains settings for company-wide preferences, which affect all users. | ||
PurchaseLineItems | Tables | Create, update, delete, and query QuickBooks Purchase Line Items. | ||
PurchaseOrderLineItems | Tables | Create, update, delete, and query QuickBooks Purchase Order Line Items. | ||
PurchaseOrders | Tables | Create, update, delete, and query QuickBooks Purchase Orders. | ||
Purchases | Tables | Create, update, delete, and query QuickBooks Purchases. | ||
RefundReceiptLineItems | Tables | Create, update, delete, and query QuickBooks RefundReceiptLineItems. | ||
RefundReceipts | Tables | Create, update, delete, and query QuickBooks RefundReceipts. | ||
SalesReceiptLineItems | Tables | Create, update, delete, and query QuickBooks Sales Receipt Line Items. | ||
SalesReceipts | Tables | Create, update, delete, and query QuickBooks Sales Receipts. | ||
TaxAgency | Tables | Create and Query QuickBooks Tax Agency. | ||
Terms | Tables | Create, update, delete, and query QuickBooks Terms. | ||
TimeActivities | Tables | Create, update, delete, and query QuickBooks Time Activities. | Views | |
Transfers | Tables | Create, update, delete, and query QuickBooks Transfers | ||
VendorCreditLineItems | Tables | Create, update, delete, and query QuickBooks Vendor Credit Line Items. | ||
VendorCredits | Tables | Create, update, delete, and query QuickBooks Vendor Credits. | ||
Vendors | Tables | Create, update, delete, and query QuickBooks Vendors. | ||
BalanceSheetSummaryReport | Views | The QuickBooks report BalanceSheet. | ||
CustomerBalanceDetail | Views | The QuickBooks report CustomerBalanceDetail. | ||
CustomerTypes | Views | Query QuickBooks Customer Types. | ||
Entitlements | Views | Retrieves QuickBooks Entitlements. | ||
GetDeletedAsView | Views | Retrieve deleted records of a given entity like Customer, Invoice, BillPayment etc. | ||
TaxCodes | Views | Query QuickBooks Sales Tax Codes. | ||
TaxRates | Views | Query QuickBooks Tax Rates. |
Advanced Settings
To view a detailed advanced settings options, go to QuickBooks Online Advanced Settings. Complete list of the parameters you can configure in the connection string can be found by clicking Connection String Parameters.