Integrating QuickBooks with Caspio Database Software

QuickLearnerBFS · ‎August 06, 2020

Currently working on a project for my small business that is a custom project tracker using Caspio. I am at the point of needing to pull the sales order number from within QuickBooks enterprise and have it be added to the correct project within our Caspio database. Overall, my general question is what is the best way to integrate the two systems? Develop an API? Connect using scheduled Reporting?

Rea_M · ‎August 06, 2020

Hello there, @QuickLearnerBFS.

I'm here to ensure you'll get the right support in integrating your QuickBooks Desktop (QBDT) Enterprise account with the Caspio Database Software.

We have a separate and dedicated forum that handles the integration of any software with QBDT Enterprise. This is the place where developers, like you, discuss programming details. I'd recommend posting your question from there. This way, our developers can provide you the best way to integrate the two systems. Let me guide you how.

Go to this link: https://help.developer.intuit.com/s/.
Choose QuickBooks Desktop under What do you need help with?.
Click Ask a Question.
Log into your existing Intuit Developer Account or create a new one.
Enter your concern.
Click Ask.

I've attached screenshots below that show the first to fourth steps.

You can take advantage of the helpful API Reference topics in the said forum. Just go to the API Docs & Tools menu, then select QuickBooks Desktop. It also includes information about SDKs and Code Samples to name a few.

Please let me know if you have other concerns. I'm just around to help. Take care always.

View solution in original post

Rea_M · ‎August 06, 2020

Hello there, @QuickLearnerBFS.

I'm here to ensure you'll get the right support in integrating your QuickBooks Desktop (QBDT) Enterprise account with the Caspio Database Software.

We have a separate and dedicated forum that handles the integration of any software with QBDT Enterprise. This is the place where developers, like you, discuss programming details. I'd recommend posting your question from there. This way, our developers can provide you the best way to integrate the two systems. Let me guide you how.

Go to this link: https://help.developer.intuit.com/s/.
Choose QuickBooks Desktop under What do you need help with?.
Click Ask a Question.
Log into your existing Intuit Developer Account or create a new one.
Enter your concern.
Click Ask.

I've attached screenshots below that show the first to fourth steps.

You can take advantage of the helpful API Reference topics in the said forum. Just go to the API Docs & Tools menu, then select QuickBooks Desktop. It also includes information about SDKs and Code Samples to name a few.

Please let me know if you have other concerns. I'm just around to help. Take care always.

Fiat Lux - ASIA · ‎August 06, 2020

@QuickLearnerBFS

You should develop your own connector to do so. For the time being, consider these steps:

1. Schedule TPExporter to export Sales Order data to XLS

https:// transactionpro.grsm.io/qbd

2. Schedule to pull SO number in XLS to Caspio by this connector

https://www. integromat.com/?pc=quickbooks

QuickLearnerBFS · ‎August 06, 2020

Do you know if this is still a viable short term solution if our Quickbooks is on a virtual RightNetworks Desktop?

Fiat Lux - ASIA · ‎August 06, 2020

As far as I know, RN is very rigid with their environment. Duplicate your company file and run the simulation locally. Once you are ready to going forward, consider to put your license and company file(s) on other QB cloud hosting. There is a hosting provider who offers the free support for other apps to work with QB in their environment.

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Integrating QuickBooks with Caspio Database Software