QuickBooks Desktop to Database

Learn how to sync QuickBooks Desktop Accounting Application with on premise Database

Introduction

DBSync provides a user-friendly template for integrating QuickBooks Desktop and Database of your choice. It connects information of QuickBooks Desktop entities like Accounts Payable - Vendor Credit, Purchase Order, Bills. On the Accounts Receivable DBSync integrates - Sales Receipt, Estimates, Invoice, Credit Memos, Payments etc., with on-premise Database. DBSync is helpful for transferring historical data between QuickBooks Desktop and offers unidirectional synchronization with pre-defined field-to-field mapping, as well as the option for more intricate and dynamic mapping abilities. DBSync's automated online update feature allows customers to access all product updates and new features with each release.

Data Flow

Data flow of unidirectional integration from QuickBooks Desktop to Database is shown in the table below:

QuickBooks Desktop

Database

Database Schema

Firstly, you need to create a Schema to obtain any type of table that you are looking to create in your Database. Regardless of the type of table you are creating, it is important to adhere to a particular structure because all of the fields in a Database Schema are mapped with the DBSync Cloud Workflow template.

Create a Schema with the name of your choice. In my case, we have kept it as a QBDtoDBTemplate. The formula is: CREATE SCHEMA QBDtoDBTemplate; Given below are various types of Schemas for your reference.

Customer Database Table

Job Database Table

InvoiceHeader Database Table

InvoiceLine Database Table

EstimatesHeader Database Table

EstimatesLines Database Table

SalesOrder Header Database Table

SalesOrderLines Database Table

SalesReceiptHeader Database Table

SalesReceiptLines Database Table

ReceivePayment Database Table

PaymentAppliedToTxn Database Table

Credit Memo Header Database Table

Credit Memo Lines Database Table

Vendor Database Table

Bill Header Database Table

Bill Lines Database Table

BillPaymentCC Database Table

BillPaymentCheck Database Table

ItemReceipt Database Table

ItemReceiptLines Database Table

Purchase Order Header Database Table

PurchaseOrder Lines Database Table

Checks Header Database Table

Check Lines Database Table

Credit Card Charge Header Database Table

Deposit Header Database Table

Deposit Line Database Table

Items Database Table

Running the script mentioned above in your Database is mandatory before creating a table.

Prerequisites

To access the DBSync Cloud Workflow, follow these steps:

Login to DBSync Cloud Workflow by navigating to the DBSync website.
Click on Login and choose Cloud Workflow as shown in the image below:

Enter the Username and Password credentials that you provided during signup and click Login.

Home Screen

In the Setup tab, click on Database and select the appropriate end point from the list of available Database.
Click on QuickBooks Desktop Connector. Subsequently, click on the link Connect to QuickBooks. Sign into QuickBooks Desktop to authorize DBSync integration to connect to Intuit.
Click Save and Test Connection.
You are now ready to run the integration using pre-built forms.

Process to Run the Integration

To utilize the pre-built template QuickBooks Desktop to Database follow the below steps:

In the home screen, click Add Template next to the Projects icon.
Select the template: QuickBooks Desktop to Database template which allows for running multiple workflows and integration between the two environments.
The template will be added to the list of Your Projects.
Click the template and you will be redirected to the Task Screen.
Click Setup to access various workflows pre-built for the integration.

Setup Wizard

You will be redirected to the setup screen.
Verify your applications are connected QuickBooks Desktop and Database of your preference.

Connect

Click Test Connection and you will get a pop-up confirming the same. Ensure you verify the connection for both QuickBooks Desktop and Database.
Click Next and you will be redirected to the Setup screen.

Setup

The Setup screen displays a form like questionnaire which you can choose to answer Yes to insert the data of a specific field to the Database.
You can choose No to refrain from inserting the data of a specific field to the Database.
Click Next to run the integration.

Run

Click Next to Run Now to complete the sync.

Click Finish to complete the sync.

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Last updated 2 months ago