Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[Ken Eyring via 4D_Tech]

Hi John,

Thank you again for your offer to help!

I finally have time to formulate my questions for you.  I wanted to put 
together the info below to be efficient with your time.  I'm glad that 
you migrated from Myle's plugin, because it will help you understand 
where I am currently at, as well as what modifications need to be made. 
I understand that it is not always easy to revisit code that you have 
not looked at in a while.  Thank you again for offering to do so.


With Myles' plugin, I made sure the QB application was being run from 
the same machine as a 4D Client.


Each time my 4D Application made a call to QB, it always followed this 8 
step approach:


---

1. Open a connection by calling qb_OpenConnection:

$ret:=qb_OpenConnection ("";"";QB_LogInCode)

I check to make sure that $ret=0 (no errors)

Note: the 3rd parameter is the login password that QB expects from my 4D 
application


---

2. Open a ticket to a new QB session by calling qb_BeginSession:

$ret:=qb_BeginSession ("";2;vt_Ticket)

I check to make sure that $ret=0 (no errors)

Note: The vt_Ticket parameter is set by QB

---

3. I build the QBXML request in a Blob variable called "BLOB_XML_ToSend"

---

4. Process the request & receive the returned XML:

Using the ticket I received in step #2, I send the Blob I built in step 
#3, and capture the returned value in a Blob called BLOB_XML_Returned


$ret:=qb_ProcessRequest (vt_Ticket;BLOB_XML_ToSend;BLOB_XML_Returned)

I check to make sure that $ret=0 (no errors)

---

5. I process the returned data in the Blob variable "BLOB_XML_Returned" 
for SAX Compliance


---

6. Parse the Returned Results in "BLOB_XML_Returned" and save the data 
to the appropriate tables/fields


---

7. End the session

$ret:=qb_EndSession ($vt_Ticket)

I check to make sure that $ret=0 (no errors)

---

8. Close the connection

$ret:=qb_CloseConnection

I check to make sure that $ret=0 (no errors)

---




Two questions:

1. What is QB RDS client and server?  Are these apps that need to be 
installed on the client workstation and server?


2. Can you let me know how/if the approach I'm using above with Myle's 
plugin relates in any way to how you are using PowerShell?



Thank you again,
Ken








On 12/13/19 8:04 PM, JOHN BAUGHMAN via 4D_Tech wrote:

Ken,

I have a deployed 4D database talking to QB on Windows 10 and 4D17r5. 
It started  out using Myles’ plug in. For me I had to stop using the plug in 
when the client moved to Windows 7.

I was able to get it done using…

 QB RDS client and server: Client or Client/Server needed or not at all 
depending on where Quickbooks is located on the network in relation to the 
requesting 4D Client or requesting 4D Server.

Windows PowerShell: 4D creates the QB request with the help of Myles’ 
XML methods. It then packs it into a PowerShelll script. The script is saved to 
a script fil. Launch External Process is used to launch PowerShell to read the 
script file. PowerSell creates the QBXMLRP com object and sends the request. 
The response is written out to as file on the hard drive which is read by 4D.

This has worked quite well over the years. When the client moved to 
Windows 10 I needed to do a bit of massaging but got it to work.

Each time I revisit this project, it takes me a while to get my head 
around it all, but if you have any questions feel free to contact me off line. 
I will do my best… I am a MAC guy so my brain really needs a refresher each 
time I have to deal with Windows.

John


On Dec 13, 2019, at 9:47 AM, Ken Eyring via 4D_Tech <4d_tech@lists.4d.com> 
wrote:

I have been using QBManager from Myles Wakeham up until now with version 15.4, 
but it will not work with v17.

I found this link (https://github.com/miyako/4d-tips-quickbook-integration) 
from the post (below) from Miyako in 2017 regarding integration to QuickBooks.

I've downloaded the database, but the code does not look familiar to QBManager 
in any way.

I'm not sure how to use Miyako's plugin to open a connection to QuickBooks and 
then subsequently send and retrieve data and then close the connection.

The QBManager plugin uses QBXML to do all of this.  I'm wondering if I need to 
re-write all of the code to use Miyako's plugin, or if some/most of it can be 
reused.

Is there any documentation or examples for Miyako's plugin that anyone is aware 
of and would be willing to share?

Thank you,
Ken Eyring





On 09/05/17 20:26 PM, Keisuke Miyako via 4D_Tech wrote:

you could start from here:

Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[JOHN BAUGHMAN via 4D_Tech]

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 *
> 
> 
> 
> 
> 
> 
> **
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Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[David Loeppky via 4D_Tech]

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 *






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Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[Kenneth Geiger via 4D_Tech]

Hi all…and, esp. John, Ken, and Keisuke,

This thread is very timely for me. I’m presently working-on a 4D system that I 
need to connect to QuickBooks Desktop. This is a Win10 system and presently 4D 
v16 and QB 2017 Desktop (single-user). In the 4D system, users enter 
payments-received and refunds-sent data and I need to transfer this data to QB. 
I’m anticipating that the connection will be uni-directional (4D —> QB only) 
but it might need to  be bi-directional. There will be only one user who will 
have QB and 4D on their system. This user will be the only user who will access 
the connection. There is not a lot of data to be transferred…approx. 300 
transactions a month. 

Another 4D developer has recommended using QODBC (FlexQuarters) and this looks 
to be a possibility. I’d be very interested in any other recommendations.

If you’d like to contact me directly, my email is: kgeiger dot ins at gmail dot 
com.

TIA and regards,

Ken Geiger

> On Dec 13, 2019, at 6:04 PM, JOHN BAUGHMAN via 4D_Tech <4d_tech@lists.4d.com> 
> wrote:
> 
> Ken,
> 
>   I have a deployed 4D database talking to QB on Windows 10 and 4D17r5. 
> It started  out using Myles’ plug in. For me I had to stop using the plug in 
> when the client moved to Windows 7.
> 
>   I was able to get it done using…
> 
>QB RDS client and server: Client or Client/Server needed or not at all 
> depending on where Quickbooks is located on the network in relation to the 
> requesting 4D Client or requesting 4D Server.
> 
>   Windows PowerShell: 4D creates the QB request with the help of Myles’ 
> XML methods. It then packs it into a PowerShelll script. The script is saved 
> to a script fil. Launch External Process is used to launch PowerShell to read 
> the script file. PowerSell creates the QBXMLRP com object and sends the 
> request. The response is written out to as file on the hard drive which is 
> read by 4D.
> 
>   This has worked quite well over the years. When the client moved to 
> Windows 10 I needed to do a bit of massaging but got it to work.  
> 
>   Each time I revisit this project, it takes me a while to get my head 
> around it all, but if you have any questions feel free to contact me off 
> line. I will do my best… I am a MAC guy so my brain really needs a refresher 
> each time I have to deal with Windows.
> 
> John
> 
>> On Dec 13, 2019, at 9:47 AM, Ken Eyring via 4D_Tech <4d_tech@lists.4d.com> 
>> wrote:
>> 
>> I have been using QBManager from Myles Wakeham up until now with version 
>> 15.4, but it will not work with v17.
>> 
>> I found this link (https://github.com/miyako/4d-tips-quickbook-integration) 
>> from the post (below) from Miyako in 2017 regarding integration to 
>> QuickBooks.
>> 
>> I've downloaded the database, but the code does not look familiar to 
>> QBManager in any way.
>> 
>> I'm not sure how to use Miyako's plugin to open a connection to QuickBooks 
>> and then subsequently send and retrieve data and then close the connection.
>> 
>> The QBManager plugin uses QBXML to do all of this.  I'm wondering if I need 
>> to re-write all of the code to use Miyako's plugin, or if some/most of it 
>> can be reused.
>> 
>> Is there any documentation or examples for Miyako's plugin that anyone is 
>> aware of and would be willing to share?
>> 
>> Thank you,
>> Ken Eyring
>> 
>> 
>> 
>> 
>> 
>> On 09/05/17 20:26 PM, Keisuke Miyako via 4D_Tech wrote:
>>> you could start from here:
>>> https://github.com/miyako/4d-tips-quickbook-integration
 2017/09/06 8:18、Douglas von Roeder via 4D_Tech <4d_tech@lists.4d.com> のメール：
 What's the best approach to take for that.
>>> **
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Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[JOHN BAUGHMAN via 4D_Tech]

Ken,

I have a deployed 4D database talking to QB on Windows 10 and 4D17r5. 
It started  out using Myles’ plug in. For me I had to stop using the plug in 
when the client moved to Windows 7.

I was able to get it done using…

 QB RDS client and server: Client or Client/Server needed or not at all 
depending on where Quickbooks is located on the network in relation to the 
requesting 4D Client or requesting 4D Server.

Windows PowerShell: 4D creates the QB request with the help of Myles’ 
XML methods. It then packs it into a PowerShelll script. The script is saved to 
a script fil. Launch External Process is used to launch PowerShell to read the 
script file. PowerSell creates the QBXMLRP com object and sends the request. 
The response is written out to as file on the hard drive which is read by 4D.

This has worked quite well over the years. When the client moved to 
Windows 10 I needed to do a bit of massaging but got it to work.  

Each time I revisit this project, it takes me a while to get my head 
around it all, but if you have any questions feel free to contact me off line. 
I will do my best… I am a MAC guy so my brain really needs a refresher each 
time I have to deal with Windows.

John

> On Dec 13, 2019, at 9:47 AM, Ken Eyring via 4D_Tech <4d_tech@lists.4d.com> 
> wrote:
> 
> I have been using QBManager from Myles Wakeham up until now with version 
> 15.4, but it will not work with v17.
> 
> I found this link (https://github.com/miyako/4d-tips-quickbook-integration) 
> from the post (below) from Miyako in 2017 regarding integration to QuickBooks.
> 
> I've downloaded the database, but the code does not look familiar to 
> QBManager in any way.
> 
> I'm not sure how to use Miyako's plugin to open a connection to QuickBooks 
> and then subsequently send and retrieve data and then close the connection.
> 
> The QBManager plugin uses QBXML to do all of this.  I'm wondering if I need 
> to re-write all of the code to use Miyako's plugin, or if some/most of it can 
> be reused.
> 
> Is there any documentation or examples for Miyako's plugin that anyone is 
> aware of and would be willing to share?
> 
> Thank you,
> Ken Eyring
> 
> 
> 
> 
> 
> On 09/05/17 20:26 PM, Keisuke Miyako via 4D_Tech wrote:
>> you could start from here:
>> https://github.com/miyako/4d-tips-quickbook-integration
>>> 2017/09/06 8:18、Douglas von Roeder via 4D_Tech <4d_tech@lists.4d.com> のメール：
>>> What's the best approach to take for that.
>> **
>> 4D Internet Users Group (4D iNUG)
>> FAQ:  http://lists.4d.com/faqnug.html
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>> Options: http://lists.4d.com/mailman/options/4d_tech
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Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[Ken Eyring via 4D_Tech]

Ohh...

My needs are for the desktop version, not for QuickBooks online.

Thanks for making that distinction and saving me the time/trouble of 
going down the wrong path.


I appreciate your help!
Ken



On 12/13/19 18:26 PM, Kirk Brooks via 4D_Tech wrote:

Hi Ken,
Reading through your messages you don't mention if you are accessing QBO
(quickbooks online) or the desktop version. As I recall Myle's product only
accessed the desktop version - but that a really old memory.

On Fri, Dec 13, 2019 at 2:34 PM Ken Eyring via 4D_Tech <4d_tech@lists.4d.com>
wrote:


Thanks for responding Miyako.

I'm not familiar at all with OAuth.  Can you point me in the right
direction where I can learn how to use an OAuth session for QB?

Thanks again,
Ken





On 12/13/19 16:58 PM, Keisuke Miyako via 4D_Tech wrote:

the component is an OAuth example.

it simply illustrates how to manage an OAuth session for QB.

everything else is generic XML/HTTP, not specific to OAuth,
so none of it is implement in the component.

QuickBooks is not used in my country,
I have no customers using it.


2019/12/14 4:47、Ken Eyring のメール:
Is there any documentation or examples for Miyako's plugin that anyone

is aware of and would be willing to share?





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Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[Kirk Brooks via 4D_Tech]

Hi Ken,
Reading through your messages you don't mention if you are accessing QBO
(quickbooks online) or the desktop version. As I recall Myle's product only
accessed the desktop version - but that a really old memory.

On Fri, Dec 13, 2019 at 2:34 PM Ken Eyring via 4D_Tech <4d_tech@lists.4d.com>
wrote:

> Thanks for responding Miyako.
>
> I'm not familiar at all with OAuth.  Can you point me in the right
> direction where I can learn how to use an OAuth session for QB?
>
> Thanks again,
> Ken
>
>
>
>
>
> On 12/13/19 16:58 PM, Keisuke Miyako via 4D_Tech wrote:
> > the component is an OAuth example.
> >
> > it simply illustrates how to manage an OAuth session for QB.
> >
> > everything else is generic XML/HTTP, not specific to OAuth,
> > so none of it is implement in the component.
> >
> > QuickBooks is not used in my country,
> > I have no customers using it.
> >
> >> 2019/12/14 4:47、Ken Eyring のメール:
> >> Is there any documentation or examples for Miyako's plugin that anyone
> is aware of and would be willing to share?
> >
> >
> >
> >
> > **
> > 4D Internet Users Group (4D iNUG)
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> >
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-- 
Kirk Brooks
San Francisco, CA
===

What can be said, can be said clearly,
and what you can’t say, you should shut up about

*Wittgenstein and the Computer *
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Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[Ken Eyring via 4D_Tech]

Thanks for responding Miyako.

I'm not familiar at all with OAuth.  Can you point me in the right 
direction where I can learn how to use an OAuth session for QB?


Thanks again,
Ken





On 12/13/19 16:58 PM, Keisuke Miyako via 4D_Tech wrote:

the component is an OAuth example.

it simply illustrates how to manage an OAuth session for QB.

everything else is generic XML/HTTP, not specific to OAuth,
so none of it is implement in the component.

QuickBooks is not used in my country,
I have no customers using it.


2019/12/14 4:47、Ken Eyring のメール:
Is there any documentation or examples for Miyako's plugin that anyone is aware 
of and would be willing to share?





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Re: 4D v17 To QuickBooks Using Miyako's QBO.4DB

[Keisuke Miyako via 4D_Tech]

the component is an OAuth example.

it simply illustrates how to manage an OAuth session for QB.

everything else is generic XML/HTTP, not specific to OAuth,
so none of it is implement in the component.

QuickBooks is not used in my country,
I have no customers using it.

> 2019/12/14 4:47、Ken Eyring のメール:
> Is there any documentation or examples for Miyako's plugin that anyone is 
> aware of and would be willing to share?




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4D v17 To QuickBooks Using Miyako's QBO.4DB

[Ken Eyring via 4D_Tech]

I have been using QBManager from Myles Wakeham up until now with version 
15.4, but it will not work with v17.


I found this link 
(https://github.com/miyako/4d-tips-quickbook-integration) from the post 
(below) from Miyako in 2017 regarding integration to QuickBooks.


I've downloaded the database, but the code does not look familiar to 
QBManager in any way.


I'm not sure how to use Miyako's plugin to open a connection to 
QuickBooks and then subsequently send and retrieve data and then close 
the connection.


The QBManager plugin uses QBXML to do all of this.  I'm wondering if I 
need to re-write all of the code to use Miyako's plugin, or if some/most 
of it can be reused.


Is there any documentation or examples for Miyako's plugin that anyone 
is aware of and would be willing to share?


Thank you,
Ken Eyring





On 09/05/17 20:26 PM, Keisuke Miyako via 4D_Tech wrote:

you could start from here:

https://github.com/miyako/4d-tips-quickbook-integration


2017/09/06 8:18、Douglas von Roeder via 4D_Tech <4d_tech@lists.4d.com> のメール：
What's the best approach to take for that.





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