How to Get QODBC to go with 64-bit Access and Excel

How to Configure QODBC to Work With 64-bit MS Excel

Instructions

64 and 32-bit words are kept separate in the Microsoft Windows Operating System. QuickBooks 2021 and older versions are 32-bit applications, so a 32-bit ODBC driver is required to communicate with it.

Since a 64-bit application cannot talk to a 32-bit driver, we have to do a bit of magic to get the worlds to connect. We call it QRemote. QRemote works as a bridge between 64-bit Applications and the 32-bit QODBC Driver by communicating data calls between the two worlds using TCP/IP protocol. QRemote allows 64-bit Web Servers and 64-bit applications to talk to QuickBooks live for the first time via the QODBC Driver.

QRemote has two components "QRemote Client Driver for QODBC" and "QRemote Server for QODBC."

QRemote Client Driver: Allows 64-bit Applications to connect to QRemote Server and sends the Request to QRemote Server for Processing.

QRemote Server: Processes requested instruction from QRemote Client to QuickBooks using QODBC DSN Driver.

Setting Up a New QRemote Connection.

Start "QRemote Server for QODBC" from the start menu.

Double-click the QRemote Server icon from the system tray.

QRemote Server Main screen shows the IP address and Port allowing the QRemote Client to connect.

Note the IP address and Port number listed on the QRemote Server "Event Logs window."

Create a new DSN entry

o Before creating A DSN entry, verify you have made a DSN entry for QODBC, which can connect to QuickBooks. 

Create a new DSN entry/or configure the existing one

Navigate to Start Menu, QODBC Drivers for Use with QuickBooks, and click

Configure QODBC Data Source 64-bit 

"QuickBooks Data 64-bit QRemote" is the default DSN created when installing QODBC. (Earlier, it was 
"QRemote Data 64-bit")

o Navigate to System DSN. Click on the "Add" Button

o From the driver list, select "QRemote for QuickBooks" and click "Finish."

o Under the QRemote for QuickBooks – Client DSN configuration screen, Please fill in the following information

· Data Source Name: Name of your DSN entry

· Server: IP address displayed on QRemote Server

· Port: Port displayed on QRemote Server

· Encryption Key: encryption key ( keep this empty )

· Remote DSN: select the QODBC DSN from the list. ( Make sure QRemote Server is running)

o, Verify the QRemote Client connects to the server, and the below-listed logs are logged in the event window.

How to connect with 64-bit MS Excel.

Note: QODBC allows you to quickly merge live QuickBooks data into the cells of your Microsoft Excel worksheets for quick calculations and graphs. The data will retain a live link to QuickBooks, and one click will update the worksheet to the most current data in the linked QuickBooks table.

Create or Open MS Excel Spreadsheet

Navigate to "Data"> "From Other Sources."

Select the source as "From Microsoft Query."

Select QRemote Client DSN entry from the list

Here we are selecting the default DSN, but you may choose the new DSN you may have created.

You will find the connection information getting logged under the QRemote server.

Select the table(s) you would like to import.

Select the columns you want from the list

If you want to filter the data, you make settings here:

Select "Return Data to Microsoft Excel" and click the "Finish" button

Also, Refer
Accessing QuickBooks Data Remotely using QODBC & QRemote. (Video)

Keywords: encryption