Load Data from QuickBooks Online into Oracle Fusion Data Intelligence (Preview)

As a service administrator, you can use the Oracle Fusion Data Intelligence extract service to acquire data from QuickBooks Online and use it to create data augmentations.

Ensure that QuickBooks Online is enabled on the Enable Features page prior to creating this connection. See Make Preview Features Available.

1. In Oracle Fusion Data Intelligence, create the QuickBooks Online data connection using these instructions:
   1. In Oracle Fusion Data Intelligence Console, click Data Configuration under Application Administration.
   2. On the Data Configuration page, click Manage Connections.
   3. On the Manage Connections page, click Create and then click Connection.
   4. In Create Connection, select Data Extraction in Usage Type and then select QuickBooks Online as the connection type.
      
      

      

      
      
   5. In the dialog for the QuickBooks Online connection, enter these details and click Save:
      • URL: Enter the complete URL of your Quickbooks Online instance.
      • Client ID: This is the unique ID on your Quickbooks Online instance.
      • Client Secret: Copy and paste the entire "client secret" from your authentication.
      • Refresh Token: This token is changed by Quickbooks everyday; enter your refresh token for the day you want to execute this pipeline.
      • Company ID: This is your company ID for the Quickbooks Online instance.

      
      

      

      
      
   6. Verify that the Refresh Metadata toggle is enabled to ensure that the metadata is refreshed when you save the connection.
      You can later refresh the metadata from the Actions menu on the Manage Connections page, if required.

      Note:

      You can’t create augmentations for QuickBooks Online unless you perform a metadata extract.
   7. Click Save.
2. On the Manage Connections page, select Actions for the QuickBooks Online connection and then select Test Connection.
3. To delete a connection, on the Manage Connections page, click Actions for the applicable connection and select Delete.

   Note:

   Ensure that you delete the functional areas, data augmentations, and custom data configurations related to the data connection before deleting it. You can't update or load data from deleted data connections to the warehouse.
4. After the connections are successfully established, navigate to the Data Configuration page, select the connection in Data Source, then click the Data Augmentation tile, and create a data augmentation using the QuickBooks Online data. Select the applicable QuickBooks Online source tables. See Augment Your Data.