[QODBC-POS] How to Setup and Connect QODBC POS to QuickBooks for the First Time
Posted by Juliet (QODBC Support) on 24 May 2010 08:28 AM
How to Setup and Connect QODBC POS to QuickBooks for the First Time
Install QODBC POS
Download the latest QODBC POS version from the QODBC website:
Double-click the QODBC POS version icon to launch the installation process.
Follow the steps in QODBC for POS Manual to finish the installation.
Open QuickBooks POS and Create a New Company Name
Double-click the QuickBooks POS icon to launch QuickBooks POS. If it's the first time you open your QuickBooks, it will pop out a window asking you to input a unique name for the new company data. You can edit your company data name via the menu File -> Company Data.
Here I input "TestCompany" as a new company data name. Then click OK.
Then return to the QuickBooks POS home interface.
Setup QODBC POS
To verify the connection, open the QODBC POS Setup Screen via Start -> All Programs -> QODBC Driver for QuickBooks POS-> Configure QODBC POS Data Source
Switch to System DSN, Select QuickBooks POS Data, then click on Configure.
In the "Current company file" textbox, you can specify the location of the company file else QODBC POS will connect to the open company file by default.
Click on Test Connection to QuickBooks
After you click "Test Connection to QuickBooks," a QODBC splash screen will pop up if you are using the Free QODBC Basic Edition of the product, and a mouse click will allow you to continue. No such splash screen appears in the registered version.
When the driver starts, QuickBooks POS will ask permission for the driver to access your QuickBooks POS data. Answer Yes, Always to this, and the QODBC driver is added to the Integrated Application list.
There may be instances in which you want an integrated application designed to share data with QuickBooks POS to access QuickBooks POS files automatically without user intervention. This might permit, for example, a particular application to run during the night when there is no other activity in the company file. Also, QuickBooks POS need not be running for ODBC-compliant applications to access the data files while setting in this mode. This will allow applications to integrate with QuickBooks POS data when QuickBooks POS is running on the desktop.
After accepting the certificate, the below message will appear.
Connect QODBC POS to QuickBooks for the First Time
The first time you run this driver (for example, you can test it using the QODBC POS Test Tool included), you must be running QuickBooks POS on the machine simultaneously and logged in as Administrator. This is for security reasons.
Click "Start" and "Programs" and locate QODBC Driver for the QuickBooks POS program group. Click on the QODBC POS Test Tool icon to launch the program supplied with QODBC.
To establish a connection, select the "QuickBooks POS Data" DSN from the dropdown list, and Click on "Connect."
Once connected, execute the following command: select * from the customer.