[QODBC-ALL] How to create sp_reports using Microsoft Excel
Posted by Jack - QODBC Support on 14 February 2018 11:55 AM
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How to create sp_reports using Microsoft ExcelHow to extract sp_reports using Microsoft ExcelOpen Microsoft Query in Excel Open Microsoft Excel, get external data from Microsoft Query via Data Menu -> "Get Data -> From Other Sources->From Microsoft Query" as below: Note: In recent versions of Microsoft Excel (including Excel 365), the Microsoft Query (Legacy) feature is hidden by default from the Get Data tab.
It will take some time to get the DSN list: In the "Choose Data Source" Window, Select the QuickBooks Data DSN you set up with the QODBC driver. This is one of our pre-installed DSN names or one that you have created. Note: Uncheck option "Use Query Wizard to Created/edit Queries" since we do not need to import any tables here. Note: Youed to Select the QuickBooks Online Data DSN. C for using QuickBooks Online, reportlose the "Add Tables" window by clicking the "Close" button. Press the "SQL" button to input your sp_report query as below. Here we take a BalanceSheetDetail report as an example: sp_report BalanceSheetDetail parameters DateMacro = 'ThisMonthToDate' Click the "OK" button to close the warning message: Press Execute button to get results in Microsoft Query: Return Records to Excel Spreadsheet Select Menu File -> Return Data to Microsoft Excel to return records to Excel Spreadsheet. Also, Refer: How to use the QuickBooks Reporting Engine with QODBC How to use the QuickBooks Reporting Engine with QODBC Online
Tags: QuickBooks Online, QBO, Excel, MS Query, QODBC Online, Sp_reports, Balance sheet detail
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