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QBSync

QBSync · Microsoft SQL Server

Sync QuickBooks Desktop into Microsoft SQL Server

Put your QuickBooks data next to the rest of your Windows stack. QBSync creates the tables, fills them on the first run and keeps them current on a schedule — ready for Power BI, SSRS, Excel or your own T-SQL.

Download free demoAbout QBSync

Built for SQL Server shops

Connect

  • SQL Server 2012 or later
  • Windows authentication or SQL login
  • Local, network or hosted instances

Schema

  • qb_* tables with header and line tables
  • Primary and foreign keys between them
  • A linked-transactions table for payments

Keep current

  • Incremental syncs by modified date
  • Every few minutes or daily
  • Each run inside a transaction

Invoice lines by item, this year

sql
SELECT   l.item_fullname,
         SUM(l.quantity) AS qty,
         SUM(l.amount)   AS revenue
FROM     qb_invoice_line l
JOIN     qb_invoice i ON i.txnid = l.txnid
WHERE    i.txndate >= DATEFROMPARTS(YEAR(GETDATE()), 1, 1)
GROUP BY l.item_fullname
ORDER BY revenue DESC;

Setup takes a few minutes

  1. 01

    Install QBSync

    On the Windows computer where QuickBooks Desktop is installed.

  2. 02

    Choose SQL Server

    Enter the server and database, pick Windows or SQL authentication and test the connection.

  3. 03

    Pick your records

    Tick the record types you want and set a sync start date.

  4. 04

    Schedule it

    Choose an interval or a daily time, and approve QuickBooks' one-time permission prompt.

FAQ

Frequently asked questions

Does QBSync create the tables for me?

Yes. It creates the schema in the database you point it at, so you only need a database and a login with permission to create tables.

Can I use Azure SQL or a hosted SQL Server?

Any SQL Server instance the Windows computer can reach will work. Test the connection in setup before the first run.

Will reports slow down QuickBooks?

No. Your reports query SQL Server, not QuickBooks. QuickBooks is only read during a sync, and incremental syncs keep those reads small.

More about QBSync

See QBSync with your own data

A Windows utility that copies QuickBooks Desktop lists and transactions — every line item included — into Microsoft SQL Server or MySQL, and keeps them current with incremental, scheduled syncs.

Download free demoTalk to us