How to create sp_reports using Microsoft Excel 2007

Instructions

To extract sp_reports from QuickBooks into Microsoft Excel Spreadsheet, you should use Microsoft Query to accomplish that.

How to extract sp_reports using Microsoft Excel 2007

Open Microsoft Query in Excel

Note: Make sure you have installed Microsoft Query Add-on first. To know how to install Microsoft Query, please refer to Microsoft Office with MS Query and QODBC

Open Microsoft Excel 2007, get external data from Microsoft Query via Data Menu -> Get External Data -> From Other Sources -> From Microsoft Query as below:

Create a New Microsoft Query in Excel

Select the specified DSN you want to use to connect to QuickBooks file.

Note: Uncheck option "Use Query Wizard to Created/edit Queries" since we do not need to import any QuickBooks tables here.

Close the "Add Tables" window by clicking the "Close" button.

Press "SQL" button to input your own sp_report query as below, here we take a CustomerBalanceDetail report as an example:

Press Execute button to get results in Microsoft Query:

Return Records to Excel Spreadsheet

To return records to Excel Spreadsheet, select Menu File -> Return Data to Microsoft Office Excel.