Connecting to QuickBooks POS

QuickBooks Point of Sale (POS) is a point of sale system for small to mid-sized businesses that enables users to track sales, customers and manage inventory. You can use the QuickBooks POS data connector to import data your organization's QuickBooks POS data.

Before you start

To connect to QuickBooks POS, you must gather the following information:

• the URL for the Remote Connector
• the credentials to connect to the Remote Connector

For help gathering the connection prerequisites, contact the QuickBooks POS administrator in your organization. If your administrator cannot help you, you or your administrator should contact QuickBooks POS Support.

Create a QuickBooks POS connection

1. From the Analytics main menu, select Import > Database and application.
2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select QuickBooks POS.

   Tip

   You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

   The DSN Configuration dialog box appears.

3. In the DSN Configuration dialog box, click Show Required.
4. Provide values for the required fields, if any.
5. Click Test Connection.

   Note

   When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

   The log-in page for QuickBooks POS appears.

6. Provide the connection details and authenticate your log-in.

   When the connection is successful, a dialog box opens displaying a success message.

7. Click OK in the dialog box that appears.

   The connection to QuickBooks POS is established successfully.

8. In the DSN Configuration dialog box, click OK.

The connection for QuickBooks POS is saved to the Existing Connections tab. In the future, you can reconnect to QuickBooks POS from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from QuickBooks POS, see Working with the Data Access window.

Rename the connection

When you create the QuickBooks POS data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to QuickBooks POS and select Rename connection.