Quickbooks Desktop Source Connector
The Quickbooks Desktop source connector lets DataSync retrieve data from QuickBooks Desktop and load it into your data warehouse. Before setting up the connection, make sure DataSync is installed with HTTPS enabled and that you have a QuickBooks Desktop account with administrative permissions.
Once your source connection is ready, configure your destination connection to finish the setup.
Create the source connection in DataSync
- Log in to DataSync.
- From the welcome screen, select Connections.
- Next to Source Connections, click New.
- Select Quickbooks Desktop.
- Enter all required connection properties.
- (Optional) In the Additional Connection Properties panel, click Add property and enter any extra parameters you need.
- Configure the advanced settings to match your environment, including Tracking Type.
- Click Save.
Connection properties
| Property | What to enter |
|---|---|
| Description | Unique name for the connection. Example: Quickbooks Desktop. |
| URL | Address of the remote connector used to reach the QuickBooks instance. Example:https://server.company.com:8335. |
| Custom fields format | Format used for custom field data returned by QuickBooks.
|
| Delay After Close | Time in milliseconds applied each time a QuickBooks connection is closed. Default: 30000 (30 seconds). |
| QuickBooks XML Version | QBXML version used in outgoing SDK messages. Each QuickBooks release maps to a specific SDK version, and newer features require a matching version. Select the version that matches your QuickBooks installation. When in doubt, use QBDEFAULT. |
| Username | Login account for accessing QuickBooks Desktop. Example: qbadmin. |
| Password | Password for this account. |
| Verbosity | Controls how much detail the connector writes to the log. Each level includes everything from the level below it, plus additional detail.
|
| Enable Pooling | Enables connection pooling, which keeps a set of database connections open and reuses them across extractions instead of opening a new connection each time. This reduces overhead and improves performance when multiple extractions run at the same time. |
| Pool idle timeout | Time in seconds a connection can stay idle before returning to the pool. |
| Max Pool Size | Maximum number of connections allowed in the pool at the same time. |
| Pool wait time | Time in seconds DataSync waits for an available connection before throwing an error. |
Additional connection properties
Use this panel to enter connection string properties not available in the Connection Properties panel. For sensitive values such as passwords, set the type to Encrypted. The value is hidden in the interface and stored encrypted in the back end.
| Property | What to enter |
|---|---|
| Property | Connection string property that defines the action or behavior. Example: ReadOnly |
| Value | Value for the property. Example: True |
| Type | Visibility settings: Visible or Encrypted. |
Advanced settings
These settings control how the connector tracks data changes, handles time and regional configuration, and processes records during extraction. Configure them to match your Quickbooks Desktop environment so that results stay accurate and consistent.
| Setting | What to select |
|---|---|
| Tracking Type | Method for tracking data changes: None or Date. |
| Region | Region setting for the connector, if required by your setup. |
| Time Zone | Time zone matching your Quickbooks Desktop environment. |
| Time Offset | Refresh offset in seconds to compensate for timing issues in record selection. Minimum 0, maximum 3600. |
| Batch Size | Number of records processed per batch during extraction. Larger batches can improve performance but use more memory. Default is 2000, maximum is 10000. Adjust based on your network speed and disk performance. The default works well in most cases. |
Example setup
