How to create sp_reports using Microsoft Excel

How to extract sp_reports using Microsoft Excel

Open 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.
Please refer to Troubleshooting - How to enable Microsoft Excel 365 - Legacy Microsoft Query.

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