Accessing QuickBooks remotely with the QODBC Connector

Overview The QODBC Connector acts as a "translator," allowing the InterWeave SmartIntegration platform to interact with QuickBooks Desktop data using standard SQL queries. Because QuickBooks uses a proprietary database format, QODBC provides the necessary bridge for remote systems like Salesforce or Creatio to read and write data securely.

When This Is Required

• On-Premise QuickBooks: When your company file (.QBW) resides on a local office server or a hosted environment (like RightNetworks).
• Bi-Directional Sync: When you need Salesforce to update QuickBooks "Invoices" or "Payments" in real-time.

Configuration Steps

1. Server Selection: Install the QODBC driver directly on the machine where the QuickBooks company file is hosted.
2. Admin Authorization: You must open QuickBooks as the Admin in Single-User Mode for the initial handshake.
3. The Handshake: When the QODBC Setup Utility first attempts to connect, a QuickBooks "Integrated Application" certificate will pop up. Select "Yes, always; allow access even if QuickBooks is not running."
4. DCOM/QRemote: If InterWeave is in the cloud and QB is on-premise, configure the QRemote component to allow the signal to pass through your network's IP.

Best Practices

• Dedicated User: Create a QuickBooks user named InterWeave_User so you can track integration changes in the Audit Trail.
• Performance: Use the "Optimize" feature in QODBC setup to speed up data retrieval.