Seeing an interest in 4D to Quickbooks desktop I am tempted to try my hand at
writing a component that facilitates sending and receiving data between 4D and
QuickBooks.
The 4D side of things is not that difficult using the Quickbooks SDK. What is
challenging is the considerations and components needed outside of 4D…
QuickBooks: Where is it installed in relation to 4D Server and any 4D
clients requiring access.
Integrated Applications in QB Preferences
QB RDS Server: Is it needed and if so where is it installed?. Depends
on where QuickBooks is installed and whether 4D Server or Client will be making
the requests.
QB RDS Client: Is it needed and if so where is it installed?. Depends
on where QuickBooks is installed and whether 4D Server or Client will be making
the requests.
QBXMLRP.dll: only available in a 32bit version. QBXLMRP2.dll is also
available also 32bit only. Which one to use,
Windows PowerShell: This is what I use to create the COM object to send
to QuickBooks via the QBXMLRP dll. Must use the 32 bit version of PowerShell
because the dll is 32 bit only. On a 64bit machine a 64bit app cannot call a
32bit app or dll.
So a component will only help with part of the exercise. I will take a look at
putting a component together. Perhaps it will be of use to somebody out there.
John
> On Dec 16, 2019, at 11:04 AM, David Loeppky via 4D_Tech
> <4d_tech@lists.4d.com> wrote:
>
> Sharing data between QB's desktop and 4D is something we have been doing
> for about 10 years. And something we have looked at alternative and better
> solutions for.
>
> I'd assume like many companies, we try to use 4D for everything to run our
> business (our entire CRM / ERP / TIME CLOCK system) except accounting, and
> we use QB's for that.
>
> CURRENT STATE:
> For the data we move out of QB's into 4D, we have created custom reports in
> QB's that include the data we want to export. We run this report and save
> the results as a .csv file into a shared folder with our 4D Server. A 4D
> Server routine checks this folder ever couple minutes and if it finds a
> file, an import routine runs to pull the data into 4D and then archives the
> .csv. As for the data shared key, we use a custom fields available in
> Quickbooks to manually added the 4D ID to the QB's custom field. This
> custom field data is part of the custom export report. We only add a new
> customer to Quickbooks a couple of times a month, so this is not too
> onerous to manually keep up to date.
>
> For data coming from 4D into QB's, we have a custom report that runs in 4D
> and outputs a file into a shared folder. We use a 3rd party software
> (certified by QB's) called Transaction Pro (https://www.transactionpro.com/)
> that we have configured to import this data into QB's. This is done in one
> or two batches per day.
>
>
> FUTURE STATE:
> We currently have a project underway to use QODBC (https://qodbc.com/), to
> have the data exchange happening automatically using SQL over ODBC directly
> between QBs and our 4D server. This is no faint of heart project! QB's
> tables are complex and there are lots of rules that need to be adhered to.
> The help files and examples from QODBC are plentiful and helpful. We are
> hopefully a couple of weeks away from completion. Please contact me if you
> would like me to share more on how this has progressed.
>
> I'd welcome learning how others are addressing this. Thanks,
>
> David Loeppky
> Chuckanut Bay Foods
> dav...@chuckanutbay.com
>
>
>
>
>
> --
>
> Regards,
>
> David Loeppky
>
> Co-Owner
>
> T: 360.380.1908 x111
>
> M: 360.319.9141
>
> F: 360.384.3673
>
> *dav...@chuckanutbay.com <dav...@chuckanutbay.com>*
>
>
>
>
>
> <http://www.chuckanutbay.com>
> **********************************************************************
> 4D Internet Users Group (4D iNUG)
> Archive: http://lists.4d.com/archives.html
> Options: https://lists.4d.com/mailman/options/4d_tech
> Unsub: mailto:4d_tech-unsubscr...@lists.4d.com
> **********************************************************************
**********************************************************************
4D Internet Users Group (4D iNUG)
Archive: http://lists.4d.com/archives.html
Options: https://lists.4d.com/mailman/options/4d_tech
Unsub: mailto:4d_tech-unsubscr...@lists.4d.com
**********************************************************************
