Pointing the connector at it and testing

Everything so far happened in Windows. This lesson is the part in Nymble’s own software, and it’s short — four fields and a button. If the previous lesson ended in a successful test, this one usually takes two minutes.

Steps

1. Open the connector’s admin page at http://localhost:5199, on the machine itself. Go to Source Connection in the sidebar.

2. Set Data source type to “ODBC (QuickBooks Desktop).” The form changes to the QuickBooks fields.

3. Type the DSN name into DSN name — exactly as you named it, QuickBooks CData if you took the suggestion. The hint under the field is a reminder of the rule from the last lesson: it has to be a system DSN, and it has to be 64-bit.

4. Choose your driver under QuickBooks driver. Pick CData ODBC Driver for QuickBooks Desktop (recommended). This setting doesn’t change how the connection is made — it decides which table names the starter queries use, which is why picking the wrong one here produces “is not a valid table” later rather than a connection failure now.

5. Turn on “Send username and password” and enter the gateway user and password. The connector stores them encrypted and sends them on every connection, which is why the DSN itself didn’t need to keep the password.

6. Press Test connection. With QuickBooks open on the company file, this should come back green. The connector’s test runs an actual query rather than just opening the connection, so a green result here means real data moved.

   If it comes back red, read the message before changing anything. The connector translates the driver’s raw error into a likely cause and a fix, and puts its own wording first. Whatever it says, the troubleshooting lesson covers it in the same words.

7. Save the connection.

8. Set up your first endpoint. Go to Endpoints, add one — Customers is the usual first — and press Insert starter query. That gives you a query already written for the driver you selected in step 4. Run it, check the preview, and save.

9. Run the sync, then go look in Nymble. Open Nymble Admin and find a customer you recognize from QuickBooks. That’s the moment the setup is actually finished — not the green test, this.

Good to know

• A green test and a failed sync usually means the DSN is a User DSN. Your test ran as you; the sync ran as the service account. Back to step 2 of the previous lesson.
• “QuickBooks cannot currently be accessed” during a sync is often transient. QuickBooks being reopened, a company file mid-switch, a dialog waiting inside QuickBooks — the next run generally succeeds. Worth one retry before investigating.
• Order import is a separate, deliberate action. If you’re on CData, the connector’s Orders page is where Nymble orders get imported into QuickBooks: you select the orders and confirm. It never happens on a schedule, and never without someone choosing it.