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rsd file definition for adding tables to Cdata QuickBooks Online data source

J
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  • jarle
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The Cdata data source for QuickBooks Online doesn’t have all the endpoints in the API available. For instance TaxPayments is missing. (https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/taxpayment)

It is possible to add rsd-files to the file folder in order to get additional tables when synchronizing data. However, there is no sample rsd-file available, and no obvious way to generate schema file. I have tried to copy a rsd file from a REST connector, but then I get the error message when trying to preview: “The operation ‘jsonproviderGet’ could not be found”

Best answer by Thomas Lind

Hi Thomas,

I appreciate your patience.

I want to inform you that I opened a feature request with our developers to add support for TaxClassification, TaxSummary, and TaxPayment. I will let you know as soon as I have an update. As for the TaxService, I did some tests and noticed that we currently support it. Based on the API Documentation, that you also provided, the TaxService endpoint is used to Create a new TaxCode object and specify a list of existing tax rates to be associated with that tax code or to Create a new TaxRate object, dynamically. Both are related to the TaxCodes table so if you want to use the TaxService endpoint you have to execute an INSERT statement against the TaxCode table. For example: INSERT INTO TaxCodes (TaxRateName, Name, TaxApplicableOn, TaxAgencyId, RateValue) VALUES ('testtest1', 'testCode', 'Sales', 6, 1)

 

As you can see above they suggest running SQL queries. I think you may be able to do this with the Query Tool, but otherwise I would wait until I hear more about a new version which will support these endpoints.

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Thomas Lind
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  • Thomas Lind
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  • October 21, 2024

Hi @jarle 

I don’t know which one you are using, but I found that I have three different versions.

It may be that the POS one is discontinued, but the two others seem to still be updated.

I don’t know what the major differences between these are or if they even return similar things. Perhaps the online is giving back what the other is missing.

Otherwise we have requested info about missing tables to CData. It is not really possible to add RSD files to this as it isn’t installed locally.

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  • jarle
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  • October 21, 2024

I think I am using the correct connector, because Quickbooks Online is the only one with API functionality like OAuth authentication. The other ones are apparently to the desktop version of the program and POS.

Thomas Lind
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  • Thomas Lind
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  • October 22, 2024

@jarle 

Do you have a list, besides TaxPayments of tables that is missing.

Here is the list of tables. https://cdn.cdata.com/help/RQK/ado/pg_alltables.htm

Here is the list of views. https://cdn.cdata.com/help/RQK/ado/pg_allviews.htm

What do you get if you run the following query against the provider?

SELECT * FROM sys_tables

 

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  • jarle
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  • October 22, 2024

Hi,

The links you mention are for the Desktop version.

These are the links for the online version:

https://cdn.cdata.com/help/RNK/ado/pg_alltables.htm
https://cdn.cdata.com/help/RNK/ado/pg_allviews.htm

I haven’t made a full comparison of this, but for those starting with “tax”, it is like this:

  • TaxClassification = Missing
  • TaxCode = TaxCodes
  • TaxPayment = Missing
  • TaxRate = TaxRates
  • TaxService = Missing
  • TaxSummary = Missing
  • TaxAgency = TaxAgency

It works to run the query as a query table. I then get a list of the tables and views specified in the Cdata documentation:

 

J
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  • jarle
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  • October 25, 2024

Another question. Is it possible to access the Stored procedures somehow with timeXtender?

https://cdn.cdata.com/help/RNK/ado/pg_allsps.htm

Quickbooks online doesn’t have any General ledger in the API, but Cdata has a stored procedure for generating something like that:

https://cdn.cdata.com/help/RNK/ado/pg_sp-creategeneralledgerdetailreport.htm

Thomas Lind
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  • Thomas Lind
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  • October 25, 2024

Hi @jarle 

Yes. You can run them like you would in other locations. I did it once for FTP, it is a bit of an old setup, but you can do the same with a Managed Query if you work with TDI.

 

It would be something like this.

EXEC CreateGeneralLedgerDetailReport @StartDate = '2024-10-01', @EndDate = '2024-10-31'

 

J
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    jarle
Thomas Lind
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  • Thomas Lind
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  • 1017 replies
  • October 25, 2024

I have asked CData about the missing tables.

J
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  • J
    jarle
Thomas Lind
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  • Thomas Lind
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  • Answer
  • November 18, 2024

Hi Thomas,

I appreciate your patience.

I want to inform you that I opened a feature request with our developers to add support for TaxClassification, TaxSummary, and TaxPayment. I will let you know as soon as I have an update. As for the TaxService, I did some tests and noticed that we currently support it. Based on the API Documentation, that you also provided, the TaxService endpoint is used to Create a new TaxCode object and specify a list of existing tax rates to be associated with that tax code or to Create a new TaxRate object, dynamically. Both are related to the TaxCodes table so if you want to use the TaxService endpoint you have to execute an INSERT statement against the TaxCode table. For example: INSERT INTO TaxCodes (TaxRateName, Name, TaxApplicableOn, TaxAgencyId, RateValue) VALUES ('testtest1', 'testCode', 'Sales', 6, 1)

 

As you can see above they suggest running SQL queries. I think you may be able to do this with the Query Tool, but otherwise I would wait until I hear more about a new version which will support these endpoints.

J
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  • jarle
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  • 18 replies
  • November 18, 2024

Good. I don’t think we need TaxService, but TaxPayment will be appreciated when it is added.

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  • jarle
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  • November 25, 2024

For information, there is also a small error in the QuickBooks connector. The field RateValue in the Table TaxRate is implemented as a numeric field. However, The object in the API can contain an array with date from/to. When there is more then one rate in the array, the connector returns NULL. The best would be if it returned the current RateValue or the Array as string.

Thomas Lind
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  • Thomas Lind
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  • 1017 replies
  • January 28, 2025

Hi ​@jarle 

The new version have been uploaded.

I appreciate your patience.

I wanted to let you know that our developers have made changes in our QuickBooks Online connector and have added support for TaxClassification, TaxSummary, and TaxPayment. Two new views have been added regarding TaxClassification and TaxPayment. Meanwhile, the TaxSummary has been added as a stored procedure (CreateTaxSummaryReport). 

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