[QODBC-Desktop] Using QuickBooks Data with Microsoft Access 2016 / 365 / 2013 32-bit (Import tables)
Posted by Rajendra Dewani (QODBC Support) on 12 November 2012 02:25 PM
How to use QODBC with Microsoft Access 2016 / 365 / 2013 / 2019 32-Bit to Import QuickBooks Data using Import tables
How to use QODBC with Microsoft Access 2016 / 365 / 2013 / 2019 64-Bit to Import QuickBooks Data using Import tables (Minimum requirement: QuickBooks 2022 64-Bit and QODBC 2023)
QuickBooks 2022 and above are 64-Bit applications and include both a 32-Bit and a 64-Bit QuickBooks SDK interface.
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. QRemote is no longer required to connect 64-bit applications with our 32-bit driver and is now used mainly for remote connection situations.
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 Access.
Creating a Table in Microsoft Access:
Microsoft Access has many uses and will allow you to use your QuickBooks data files similarly to Access databases.
Open MS Access 2016/2013; you can find it via Windows Start->All Programs->Microsoft Office 2016/2013:
A default database filename, Database1, appears in the box. You can edit this to a more relevant name, such as QB Link. accdb. Save the file as type "Microsoft Office Access Databases."
Then Click "Create" to create a blank database:
In the newly created database, you will find a default table:
Close this table when there is no need to use it:
Please Navigate to "External Data"
Build a connection via External Data->More->ODBC Database, or directly click the ODBC database button at the External Data menu:
Build a connection via External Data -> New Data Source -> From other sources -> ODBC Database :
Under the Get External Data window, you will get two options:
Import the source data into a new table in the current database. This option will directly extract tables into Access Database, you can view and edit these tables, but all modifications will not be uploaded unless you build another query.
Link to the data source by creating a linked table: this option will create a table just like the first option but will keep its connection to QuickBooks, which means all your operations to this table will be uploaded to QuickBooks, and the data in the table is also in complete sync with QuickBooks.
This article will show you how to import data from QuickBooks into MS Access.
Import Data from QuickBooks
After you select the access method and click OK, then you will get a Select Data Source window:
Select the QuickBooks-related DSN you set up with the QODBC driver. This can be one of our pre-installed DSN names or one that you have created. (Here, I choose the default DSN as the example.)
The first time you use MS Access to access QuickBooks, it will ask you to grant permission for this application:
Select the "Yes, Always" option, and then click "Done" in the next window:
Once the connection is built, Access will return a list of available tables in the Select Tables window. Please, select the tables you would like to extract. Multiple Selection is available.
It may take some time for MS Access to extract those records:
If the Import works without any problems, you will get a window reporting successful:
You can see those imported tables under the "Tables" list:
Double Click a table to view Record under the table:
These import records are stored as MS Access tables so that you can change the schema rules of these tables. Please remember these tables do not sync back to QuickBooks. Thus, all the modifications you make to these tables will NOT be updated into QuickBooks.
Note: When you run an application that is not fully ODBC compatible, they often support getting data from Access tables. To make this application work with QuickBooks tables, you can run the Microsoft Access setup, as shown above. Then have this application use the MS Access ODBC driver to talk to the Access database you created, linked to QuickBooks tables. This middleware approach allows us to support nearly any application, even if not fully ODBC compliant.
Please refer: To how to use MS Access as Middleware with QODBC for using MS Access as Middleware.
Keywords: create odbc connection, Office 2013, Office 365, Excel 365, Access 365, Office 2016, Access 2016, Excel 2016