QuickBooks Connector

The QuickBooks Connector allows you to move data into and out of QuickBooks financial software. The Connector connects directly to the QuickBooks company data file (*.obw) or online account and enables you to query, add, modify and delete various types of records including accounts, customers, sales orders, invoices and many more.

Connector Configuration

Configuring a Connector to communicate with QuickBooks requires the setup of two different components: the connection and operation. This design allows for reusability of the components, which contain connection settings such as username, password, etc. Once your connection and operation are built, you need to set up your Connector within the process model. When your Connector is configured properly within your Process, Dell Boomi AtomSphere will be able to map to and from virtually any system using the QuickBooks Connector to retrieve data from or send data to the QuickBooks application.

Supported Editions

• QuickBooks Desktop
  • Connectivity to versions 2002 or later
  • Pro, Premier and Enterprise Editions
  • US, Canadian and UK Editions
  • QBSDK versions 2.0-8.0
    • This corresponds to QuickBooks versions 2002-2008. Objects and fields added to later versions of the QuickBooks SDK are not available.
  • General Business, Contractor, Manufacturing and Wholesale, Nonprofit, Professional Services and Retail versions

• QuickBooks Online
  • Simple Start and Plus Editions

Unsupported Editions

• QuickBooks for Mac (all editions)
• QuickBooks Desktop Simple Start Edition
• QuickBooks Point of Sale
• QuickBooks Desktop Australia Editions

Prerequisites

General Prerequisites

• You must have QuickBooks administrator rights.
• See the QuickBooks Interface Documentation for specific QuickBooks object and field reference.

Prerequisites for Desktop Editions

• An Atom must be deployed to the machine where a QuickBooks client application is installed.
• Important: If you are using Windows the Atom must be a 32-bit Atom. This is because the Windows COM libraries used to establish the connection support only 32-bit.
• Important: Because QuickBooks is a desktop application (there is no server), the Atom must run in desktop mode rather than as a Windows service. That Windows user must be logged into the machine at all times.
• The Windows user that is running the Atom must have network access with sufficient permissions to read and write to the company data file (*.obw file) if the data file resides on a different machine than the client.
• You will need to configure QuickBooks to authorize Dell Boomi to connect to your company file. Instructions are discussed in the connection configuration.
• The QuickBooks company file must allow integrated applications. Within the QuickBooks company file go to Edit > Preferences > Integrated Applications > Company Preferences and confirm that the "Don't allow any applications to access this company file" check box is not checked.

Prerequisites for Desktop Editions Implemented in a Distributed or Multi-User Environment

If you have multiple users accessing a single QuickBooks Company File in a shared location/server there are some additional things to keep in mind during initial setup and ongoing integration.

• The Atom should be authorized to connect as the Admin user.
• A QuickBooks client must be installed on the central server, even if no users will actually use it. The Atom needs certain libraries contained within the client installation.
• When performing the one-time authorization for the Atom to connect to QuickBooks, you should be logged into the QuickBooks instance on the same machine where the Atom is installed.
• Because the Atom needs to run as a desktop application under a specific Windows user, it is recommended you create a separate Windows user to run the Atom. This can be a Local user.
• That Windows user must be logged into the server at all times. The user session may be "locked" but not logged off. Logging off the server will cause the Atom to stop running. Also, logging onto the server twice as that user will cause two Atom instances to run and result in conflicts as they both try to access QuickBooks at the same time.
• No one else should log into QuickBooks as the Admin user. This can result in conflicts.
• For normal business, users should log into QuickBooks in multi-user mode. If a user logs in under single-user mode, the Atom will be prevented from connecting to the company file. It is understood some administrative functions can be performed only in single-user mode so be aware that the integration will not work during those times. When the administrative work is complete, you should switch back to multi-user mode and the integration will pick up where it left off.
• The QuickBooks client should be closed on the server to allow other users to switch to single-user mode when necessary.

Prerequisites for the Online Edition

• You must already have a QuickBooks Online account. You will need to obtain a connection ticket to authorize Dell Boomi to connect to your account. Instructions are in the connection configuration.

Tracked Properties

This Connector has no tracked properties.

Additional Resources
QuickBooks Web Site
QuickBooks Interface Documentation
QuickBooks Programming Guide