QXL Online options and settings

QXL Online options and settings/Configuration:

The first step in configuring the application is to click on settings icon for QXL Online options details.

Connections Tab:

From Connections Tab you can Add manage connection to different QuickBooks Online company files. You can add a new connection by clicking on "Add New" button. If you have multiple connections to QuickBooks Online company file, then You can change the connection from the drop-down list. The selected connection will be used for exporting data.

General Tab:

From General Tab you can change:

1. Output Folder: - You can change the path of output folder by clicking "Browse" button.

2. Format: You can format of the exported file to XLSX, XLS, CSV or SQL Server / ODBC Data Source.

3. SQL / ODBC Connection String: - You can set SQL / ODBC Connection String.

Note: QXL Online Professional Edition license requires for exporting data into SQL Server / ODBC Data Source.

4. Export In: - You can change the export option to Separate File or Single File.

5. Output file(s) read-only: - You can protect exported file for unwanted write. This option will set exported files to read only if you select "Yes".

Advanced Tab:

From Advanced Tab you can change Optimizer & Messages settings as below:

QXL Online Optimizer Setup:

What is Optimizer file?

When you turn on the Optimizer, QXL Online will bring some data to a local cache file (the optimizer file) to increase retrieval performance for queries. When you access any table, QXL Online will gather data from QuickBooks Online and will store it in Optimizer file. Next time when you query the same table, QXL Online will request differential records which are added, modified and deleted from QuickBooks Online and will sync it to Optimizer file. This way QXL Online will have to only get the differential records instead of entire data set from QuickBooks Online. As a result, you will notice performance gain when compared to working without Optimizer.

Initial optimization of data has been benchmarked at up to a 30% reduction in load time. The first time you access a given QuickBooks Online table, QXL Online by default optimizes access to that data, so the next time you need data from that table, and it will be much faster. 

Use Optimizer brings some data to a local cache to increase retrieval performance for queries. Check to activate the Optimizer.

Optimizer Database Folder specifies where the local data store will be saved on disk. The default location %AppData%\QXL - QuickBooks Online Data Export Data Made Easy\Optimizer is under your Windows login account name under your Documents and Settings folder. The data will be stored in a file in this folder with a name similar to the company file name with a .opt extension. If you store that data somewhere other than the default click the browse button and select the destination folder. With very large company files we suggest running synchronization after hours. You can change the path of Optimizer folder by clicking "Browse" button.

Reset Optimizer File(s): This button is used to completely rebuild the optimized data from scratch. It is useful when you start a new company if you do not want to synchronize the tables as you first encounter them and make sure that your data is 100% current.

QXL Online Messages:

Messages allow you to review message logs from QXL Online regarding errors and issues communicating with QuickBooks Online, clear these messages.

Display Driver Status Panel when selected shows exactly what QXL Online is doing when accessing the QuickBooks Online data and provides a good assessment of speed using optimized data and non-optimized data.

Export Options:

Create Table from the sheet option will create the table from the spreadsheet (for Excel 2010 or above in [xlsx] format only.)

Table Styles option used for formatting Excel cell by choosing predefined styles (for Excel 2010 or above in [xlsx] format only.) You can select pre-defined style using the drop-down.

Header Color option used for changing Excel Column Header Color (for Excel 2010 or above in [xlsx] format only.). You can change header color using "Click to change header color" button.

Table Settings Tab:

From Table Settings Tab you can change table options as below:

1. ALL Table: - This option will export all tables to the output folder.

2. Selected Table: - This option will export selected tables to the output folder.

3. Excluding Selected Table: This option will export all tables to output folder which we have not selected.

In Selected Table option, you can select the table by double-clicking on the table name. You can select all table by clicking "All". You can clear selection by clicking "None". You can invert table selection by clicking "Invert".

Custom Query Tab:

From Custom Query Tab you can write your own custom query and fetch data according to your requirement.

You need to write table name in Custom Table Name box & write the query in Custom Query box. After writing table name & query click on "Add or Update" button to add the query.

You can update existing query by double-clicking on table name & modify query Custom Query box. After changing query click on "Add or Update" button to update query.

You can remove existing query by double-clicking on table name & click on "Remove Selected" button to delete query.

Report Setting Tab:

This tab allows you to add default reports to export. You can also add custom report with different parameters.

You can choose default report from the drop-down list & add the report for export.

Select any report from the drop-down list & click on "Add or Update" button to add the report for export.

If you want to add Custom report using different parameters, then you can add it by writing report query & output report name.

You need to write report name in Output Table Name box & write the query in Report Query/Command box. After writing report name & query click on "Add or Update" button to add report query.

You can remove existing report by double-clicking on report name & click on "Remove Selected" button to delete the report.

You can modify existing report by double-clicking on report name. Report name & query/command will be shown in Output Table Name box & Report Query/Command box. You need to modify report & "Add or Update" button to update report query.

You can save all above configuration by clicking "Close" button & you can discard changes by clicking "X" button.

Activate/Deactivate Tab:

You can Activate / Deactivate QXL by clicking on "Activate / Deactivate" button.

Activation:

Activate is the online option for entering the CD Key that was issued to you upon purchasing the product to fully activate QXL from the evaluation version to either the full Standard Edition that has been purchased. If you do not have internet access to activate the product from the machine you intend on using it on, you can use the manual option to generate an activation code from a machine that has internet access.

Enter CD Key & click on "Activate"

Manual Activation:

Enter CD Key & click on "Manual"

Deactivation:

Deactivate is the online method of deactivating a currently registered version of QXL for the transfer of the product to another machine. This process will take 24 to 48 hours before your CD Key account is credited with the deactivated license and you can reactivate the license on a different machine. If internet access is not available from the registered machine, you can use the manual option to generate a deactivation code from a machine that has internet access.

Enter CD Key & click on "Deactivate

Manual Deactivation:

Enter CD Key & click on "Manual"

Pro Edition Tab:

Using Pro Edition Tab you can export QuickBooks Online Data into SQL Server & ODBC database. Please refer below mentioned link for more details.

How to export to SQL Server - using SQL Default Driver & ODBC

How to export to MySQL

How to export to MS Access

Note:
QXL Online Professional Edition license required to use this feature.

About Tab:

About screen shows the QXL Online version currently installed, whether it is an evaluation copy or fully registered. The first letter in the serial number denotes what type of license is installed, the 2nd & 3rd digits the QXL Online major version number. (The serial number may be required for upgrades, rebate offers, technical installation support or the Help Desk system.)

Also, Refer:
QXL Command line arguments/parameters
How to use QXL with scheduler for multiple company files