Knowledgebase: Tutorials
[QODBC-Online] Using QuickBooks Online Data with VBA
Posted by Rajendra Dewani (QODBC Support) on 10 August 2015 03:20 PM

Using QuickBooks Online Data with VBA

 

Creating a Form in Microsoft Access:

Note: Microsoft Access has many uses and will allow you to use your QuickBooks Online Data files similarly to Access databases.

Open MS Access. You can find it via Windows Start->All Programs->Microsoft Office :

A default database file, name 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".

Download Sample

Then Click "Create" to create a blank database:

 

 

After  the new database is created, Create a New Form via the "Form Design" link in Create Tab:

 

After  the new form is created, Insert a button in the form:

Rename the button as per your requirement (In this example button name is "Select Customer"):

Now go to the button property window and set the property for the "On Click" event. Select "Event Procedure" from the dropdown list, then click on the "..." button:

The new window is open, which contains the VBA code (In this example, it has a code button click event):

Now Insert the module in the form by Right-clicking on the form:

Write code in the module (In this example, I am writing code for the selection of customer name):

*Note: use "QuickBooks Online Data" instead of "QuickBooks Data."

 

Link newly created module with button click event:

Now click on the "Select Customer" button, and you will get the Name of all customers:

Repeating the above steps can add functionality to your VBA code as per your requirement. In this example, I have added functionality for inserting, Update & Delete of customer records:

By clicking on the "Insert Customer" button, the New customer is added with the name "Testing VB":

By clicking on the "Update Customer" button, Newly added customer name is updated with the name "Updated Testing VB":

By clicking on the "Delete Customer" button, Newly added customer is deleted:

Please refer below code which is used in this example:

Select Customer:

Public Sub example select()
Const adOpenStatic = 3
Const adLockOptimistic = 3
Dim oConnection
Dim oRecordset
Dim sMsg
Dim sConnectString
Dim sSQL

sConnectString = "DSN=QuickBooks Online Data;OLE DB Services=-2;"
sSQL = "SELECT Name FROM customer"
Set oConnection = CreateObject("ADODB.Connection")
Set oRecordset = CreateObject("ADODB.Recordset")

oConnection.Open sConnectString
oRecordset.Open sSQL, oConnection, adOpenStatic, adLockOptimistic
sMsg = "**********************" & Chr(100)
Do While (Not oRecordset.EOF)
sMsg = sMsg & oRecordset.Fields("Name") & Chr(100)
oRecordset.MoveNext
Loop
sMsg = sMsg & "**********************"
MsgBox sMsg

oRecordset.Close
Set oRecordset = Nothing
oConnection.Close
Set oConnection = Nothing
End Sub

Insert Customer:

Public Sub exampleInsert()
Const adOpenStatic = 3
Const adLockOptimistic = 3

Dim oConnection
Dim oRecordset
Dim sMsg
Dim sConnectString
Dim sSQL

sConnectString = "DSN=QuickBooks Online Data;OLE DB Services=-2;"
sSQL = "Insert into customer (Name) values ('Testing VB')"
Set oConnection = CreateObject("ADODB.Connection")
Set oRecordset = CreateObject("ADODB.Recordset")
oConnection.Open sConnectString
oConnection.Execute (sSQL)
sMsg = sMsg & "Record Added!!!"
MsgBox sMsg

Set oRecordset = Nothing
Set oConnection = Nothing
End Sub

Update Customer:

Public Sub exampleUpdate()
Const adOpenStatic = 3
Const adLockOptimistic = 3

Dim oConnection
Dim oRecordset
Dim sMsg
Dim sConnectString
Dim sSQL

sConnectString = "DSN=QuickBooks Online Data;OLE DB Services=-2;"
sSQL = "Update customer set Name='Updated Testing VB' where name='Testing VB'"
Set oConnection = CreateObject("ADODB.Connection")
Set oRecordset = CreateObject("ADODB.Recordset")
oConnection.Open sConnectString
oConnection.Execute (sSQL)

sMsg = sMsg & "Record Updated!!!"
MsgBox sMsg

Set oRecordset = Nothing
oConnection.Close
Set oConnection = Nothing
End Sub

Delete Customer:

Public Sub exampleDelete()
Const adOpenStatic = 3
Const adLockOptimistic = 3

Dim oConnection
Dim oRecordset
Dim sMsg
Dim sConnectString
Dim sSQL
sConnectString = "DSN=QuickBooks Online Data;OLE DB Services=-2;"
sSQL = "delete from customer where name='Updated Testing VB'"
Set oConnection = CreateObject("ADODB.Connection")
Set oRecordset = CreateObject("ADODB.Recordset")
oConnection.Open sConnectString
oConnection.Execute (sSQL)
sMsg = sMsg & "Record Deleted!!!"
MsgBox sMsg

Set oRecordset = Nothing
oConnection.Close
Set oConnection = Nothing
End Sub

Download Sample

 

 

Tags: QuickBooks Online, QBO, Access, MS Access, QODBC Online VBA, VBA script, sample VBA online

 



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