If you don't want to change the order, please click the "Next" button:Īfter the setup is finished, MS Excel will ask you to choose an edit method for the records: This window allows you to sort your data. If you don't want to put any questions, please click the "Next" button:
You can set a filter for your query in this window. You can add or remove columns from the correct list "Columns in your query." And once a table is set, it is the default that all its columns are selected. In Choose Columns window, please select a table and the columns you want to input.
Import QuickBooks data into MS Excel via MS QueryĪfter you grant permission for QODBC, you will be guided by Query Wizard. Select the "Yes, always" option, and then click the "Continue" button in the next window, click the "Done" button to finish authorizing. The first time use MS Excel to access QuickBooks, you will be asked to grant access permission for QODBC: And check to Use the Query Wizard to create/edit queries.). (Here, I choose the default data source with a sample company file open.
It will take some time to get the DSN list:Īnd then, in the "Choose Data Source" Window, please select a DSN to continue. Please select the "Data" tab and click "Get Data -> From Other Sources->From Microsoft Query." In this example, we are creating a new workbook:Īn Empty sheet will open, and you shall be on the "Home" tab: Please start Microsoft Excel 2016/2013 from Windows Start->All Programs->Microsoft Office 2016 or Microsoft Office 2013:Ĭreate a blank workbook or can open an existing one. The data will retain a live link to QuickBooks, and one click will update the worksheet to the most current data in the linked QuickBooks table.īefore using the MS Excel application, please ensure you have installed the MS Office Component named "Microsoft Query." About MS Query, please refer to Microsoft Office with MS Query and QODBC for more. Note: QODBC allows you to quickly merge live QuickBooks data into the cells of your Microsoft Excel worksheets for quick calculations and graphs. Note: If you are using MS Office 64-Bit and QuickBooks 2021 or older, please refer to How to Configure QODBC to Work With 64-bit MS Excel.
QRemote is no longer required to connect 64-bit applications with our 32-bit driver and is now used mainly for remote connection situations. QODBC 2023 now includes a 64-Bit driver and the 32-bit driver, so you can use 64-bit or 32-bit applications to connect to QuickBooks Data directly. QuickBooks 2022 and above are 64-Bit applications and include both a 32-Bit and a 64-Bit QuickBooks SDK interface. How to use QODBC with Microsoft Excel 2016 / 365 / 2013 / 2019 32-Bit How to use QODBC with Microsoft Excel 2016 / 365 / 2013 / 2019 64-Bit (Minimum requirement: QuickBooks 2022 64-Bit and QODBC 2023) Posted by Rajendra Dewani (QODBC Support) on 12 November 2012 01:51 PM
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