[QODBC-POS] QODBC POS Quick Start Guide
Posted by Jack - QODBC Support on 09 September 2016 12:03 PM
QODBC POS Quick Start Guide
What is ODBC?
ODBC (Open Database Connectivity) is a specification designed by Microsoft to:
1. Allow Windows applications to access multiple data sources through a single method with no regard for various file formats;
2. Overcome the problem of different databases having different means of providing access to the information contained within them and;
3. Simplify access requirements so that the user no longer requires a high level of skill to access databases.
ODBC also provides the following benefits:
1. SQL (Structured Query Language) is promoted as the method for accessing data through ODBC;
2. It simplifies application development, making access to multiple databases easier;
3. It insulates applications from changes to the underlying network and database versions. Modifications to networking services, servers, and databases will not impact current ODBC applications;
4. The Corporation's investment in the existing database is protected;
5. The developer's acquired database programming skills are protected;
6. Making this easily accessed data available to some users can increase productivity and is a basis for more informed decisions.
Microsoft, along with a few other database manufacturers, designed the ODBC driver to provide a standard, consistent and straightforward process of connecting a wide range of databases.
Vendors of ODBC drivers (like this one) follow the specifications for ODBC so that any ODBC compliant application can access the data available through the driver.
ODBC compliant applications include: Microsoft SQL Server, Microsoft Access, Word, Excel, PowerBuilder, Borland Delphi, Crystal Pro Report Writer, Visual Basic, and hundreds of others. The placement of this driver can be seen in the illustration below.
What is QODBC for POS?
QODBC for POS is an ODBC driver (DLL) for QuickBooks POS format files. QuickBooks POS by default stores its data in its own proprietary DBMS file format. This driver allows users of any ODBC compliant front-end application to read and write data contained in QuickBooks POS format files similarly to any other ODBC enabled database.
QODBC for POS works by accepting SQL commands through the ODBC interface, converting those calls to navigational commands to the QuickBooks POS DBMS, and returning record sets that qualify for the query results.
What can I do with QODBC for POS?
QODBC for POS opens up the QuickBooks POS files to a whole new world of database connectivity. In the same way, Windows has created an environment where all applications have a similar look and feel; ODBC drivers make all database formats look the same.
· A user of Microsoft Office can use Excel to pull company accounting or invoice information directly into a spreadsheet and create a chart.
· Microsoft Word can do a customer mail merge directly from QuickBooks POS files.
· Crystal Pro Report writer can create multi-file reports from QuickBooks POS data.
· Microsoft Access or Alpha 5 can be used to merge QuickBooks POS data with other data sources to produce complex reports, or to run mass file updates based on multiple criteria.
Best of all, this driver is transparent and works in exactly the same fashion as ODBC drivers from other vendors. QuickBooks POS application developers now can offer this driver to their customers to allow them direct access to data important to them through custom third-party applications. Business personnel who require up-to-the-minute data to make on-the-fly business decisions will have that real-time data instantly available to virtually hundreds of desktop applications.
If you have downloaded this program, run the self-extracting executable in a temporary directory to extract the installation files. Don't forget to read the "Readme" file during installation for the latest information on QODBC for POS setup and other information.
Unload Microsoft Office toolbar from memory, as well as any other Windows applications that can impair installation. Click on the Install program from within Windows to install the driver. Select the destination directory to install the QODBC for POS support files. Click "OK" to continue.
The FLEXquarters QODBC Driver for QuickBooks POS has been successfully installed on your computer. You can begin to use it immediately because it will immediately run as a 30-day evaluation edition, with read/write access to the QuickBooks POS tables. Note: Inserts are limited to 20 per session
To install a full purchase or evaluation QODBC for POS registration code, see the Icons that have been added to your Start Menu under QODBC Driver for QuickBooks POS.
The first step in configuring the driver is to click on the ODBC for POS Setup Screen icon, and the following screen will become available.
QODBC for POS Setup Screen
Use Practice Mode when checked will use a POS sample data file which can be selected in the drop-down.
Data Source Name is a display name for your QuickBooks POS data (QuickBooks POS Data, QBPRO, My QB Data, etc.)
Company File User Name=the name of your computer goes here; Company Data=the name of your data file goes here;
Message Center allows you to review messages from QODBC for POS regarding errors and issues communicating with QuickBooks POS, Clear these messages, and review messages produced by the QuickBooks POS SDK interface.
Detail Tracing (Slow) creates a trace log of exactly what QODBC for POS is doing in the background with the application using it for debugging purposes. Make sure the log is turned off when not needed as these logs can use up large amounts of disk space.
Display Optimizer Status Panel will display the progress of optimization on the data; this is especially helpful on large data files being reloaded in their entirety.
Verbose Optimizer Status causes the Optimizer panel to come up whenever an optimizer of any kind happens. The normal checkbox only pops up the optimizer when doing the full update or reload.
Display Driver Status Panel when selected shows exactly what QODBC for POS is doing when accessing the QuickBooks POS data and provides a good assessment of speed using optimized data and non-optimized data.
Status Icon displays a green "Q" in your system tray when QODBC for POS is in use. It allows you to interact with QODBC for POS while you are connected to QuickBooks POS.
Warning Bubble When this is checked the QODBC icon will display a warning message reminding you that QODBC for POS is still working if QuickBooks POS takes longer than 30 seconds to return information.
Use Optimizer brings some data to a local cache to increase retrieval performance for queries. Here you can adjust where optimizations are stored and when they are updated. Check to activate the Optimizer.
Optimizer Database Folder specifies where the local data store will be saved on disk. The default location is under the folder where you specified QODBC for POS to be installed. The data will be stored in a file in this folder with a name similar to the company file name. If you opt to store that data somewhere other than the default, click the browse button and select the destination folder. With huge company files, we suggest running synchronization after hours.
Keep my optimized data up to date as of when you choose the optimizer to synchronize itself with your Company data. Depending on how static your data need is and the size of the file, you can opt for various time frames of synchronization. The farther down the list you go, the less synchronization will occur, and your queries will run much faster but will be using less current data than the company files itself.
· The start of every query is the default setting using the most current data. If your reporting needs require the latest up to the minute data and speed is not the primary focus use this default setting.
· The end of yesterday is used for a better balance between speed and data updating and would be the option that works best for most users. It only has to synchronize each table once per day, and the data will be current as of the end of the previous day.
· The end of last month option is a great speed boost for running last month or last year's reports. It does not need to synchronize again to get the data.
· The last time I pressed one of the load data buttons options allowed you to control the synchronized timing. Synchronizing only occurs when you manually run it by pressing the Load Update Data.
· For balances and stock quantities: the option "Nulls" - will return NULLs for all fields that cannot be kept in sync, "Dirty Reads" - means return the most current value that was loaded into the optimizer cache, and "Real-Time" uses the slower method to get the data directly out of QuickBooks making sure you get the most current value for the requested fields. (Real-Time is the previous method used).
· Optimize data after an Insert or Update: causes QODBC for POS to do "Load Updated Data" after an insert or update is executed on a table. Useful for programmers who want to test that their data has successfully been written to QuickBooks POS.
· Multi-Table Sync: This option is unchecked by default for all non-USA enterprise users. If checked, the QODBC for POS optimizer will use other tables to re-sync tables; however, this will slow down performance when off all Multi-Table Sync fields become Real-Time fields. (Similar to version 7.0.x) Note: This feature is basically ignored and set to unchecked if the version is QBOE or SDK is less than v3 (used by QuickBooks 2004 USA and all QuickBooks versions outside the USA). Prior to SDK v3, the other multi-sync tables did not exist so using real data for those fields is safer.
· Load Updated Data This button is used to synchronize your optimized data with your company file. This will only load the data that has changed since the last automatic or manual synchronization.
· Reload All Data 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 you first encounter them and make sure your data is 100% current.
The selected defaults in the Advanced settings should apply to most users and need not be changed.
Reconnect Delay Is an amount of time to wait after a disconnect when using the remote connector. This allows QuickBooks POS to fully unload it if it is being loaded into the background on the Host Remote Connector before you connect again.
Maximum Field Name Length is set to the QuickBooks POS limitation, but certain applications like Delphi cannot handle this limit and must be set accordingly.
Use Case Sensitive RefNumber Searches when checked means a RefNumber of 'ABC' and 'abc' will be different but means QuickBooks POS can use an index internally for a search instead of a complete table scan.
Include Raw Files if checked will display both filtered and raw data formats. QODBC formats data into SQL field types more easily used in programming languages for math and comparison operations. The Raw tables return the data as it is returned to QODBC for POS without modification.
ODBC Compatibility "Default" is 2.1. ODBC compatibility is for certain applications that require ODBC 2.1 Compatibility to use QODBC. Anything that uses the Java ODBC library, like ColdFusion, requires this option turned on, or recordsets will be returned with no row sets or only a 1-row set.
If you are using Microsoft Excel Power Query or Microsoft Power BI, change the ODBC Compatibility to 3.8.
SQL Server Support/Simulate Transaction Support for SQL Server will turn transaction support on so that SQL Server will allow updates when using QODBC as a linked server. QODBC for POS still does not support transactions but simulates the turning on and off of transactions.
Use Iterators and Iterator or Chunk Size fields to allow you to turn off iterators. This is needed on systems like MS-SQL and Web Servers that use multiple threads.
Integrated Application Defaults are the defaults set in the integrated application's dialog within QuickBooks and are available in the US versions of QuickBooks.
This tab allows you to purchase a CDKey, activate a license with the CDKey, or deactivate a currently active license and move that license to a new machine.
Activate is the online option for entering the CDKey that was issued to you upon purchasing the product to fully activate QODBC from the evaluation version to either the full Read Only, Read/Write, or Web/Server Edition that has been purchased. If you do not have internet access to activate the product, you can use the phone option to supply your reseller or distributor with the information to activate the product for you.
Deactivate is the online method of deactivating a currently registered version of QODBC for the transfer of the product to another machine. This process will take 24 to 48 hours before your CDKey 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 phone option to supply your reseller or distributor with the information to deactivate the product CDKey for you.
About screen shows the QODBC 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 (R for Read-Only, M for Read Write), the 2nd & 3rd digit the QODBC for POS version and the fourth denotes what version of QuickBooks POS (US) the license is compatible with. (The serial number may be required for upgrades, rebate offers, technical installation support, or the Help Desk system.)
Check Website for Updates will launch your internet browser to our website and check to see if you have the latest available version of QODBC for POS installed on your machine. You can view the Readme file for the list of all the latest features in the current version of QODBC for POS and download the latest updater should you be using an older version of the driver.
The first use of QODBC for POS after setup is complete
The first time you run this driver (for example, you can test it using the QODBC POS Test Tool included), you need to be running QuickBooks POS Pro on the machine at the same time and logged in as Administrator. This is for security reasons.
Click on the QODBC POS Test Tool icon to launch the application.
To establish a connection: select the "QuickBooks POS Data" default DSN, Click "Connect".
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 for POS driver is added to the Integrated Application list.
This will allow applications to integrate with QuickBooks POS data when QuickBooks POS is running on the desktop. 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 on the company file. Also, QuickBooks POS need not be running for ODBC compliant applications to access the data files while setting in this mode.
Testing Driver Capabilities
This driver is not guaranteed to work with all possible front-end ODBC applications, and it would be impossible to test them all. If you find you have problems with this driver that do not occur in other ODBC drivers, contact support at FLEXquarters. We do want to provide maximum compatibility wherever possible. A simple test program called QODBC POS Test Tool has been included in this product to allow basic testing and to isolate problems from various environments.
QODBC POS Test Tool
After accepting the certificate, the QODBC POS Test Tool is successfully connected to the QuickBooks POS company file.
Now you can run the default SQL statement, or you can write your own SQL Statement and click on the "Run" button to extract the records.
To disconnect, click the "disconnect" button.
Tutorials and Documentation
QODBC for QuickBooks POS is very similar to our QODBC for QuickBooks editions with the exception that it is a true ODBC and does not need the QuickBooks POS system to access the data. Much of the documentation we have for QODBC also applies to the QODBC for POS driver and can be found at www.qodbc.com
Step by Step Tutorials
To follow the tutorials using the QODBC for POS driver, simply use the QuickBooks POS data DSN when getting external data ODBC sources.
Using the QODBC POS Test Tool included with QODBC for QuickBooks POS, you can view the schema of the individual tables by using the following SQL statement: sp_columns tablename.
Configuring QRemote POS after QODBC is setup
QuickBooks POS and QODBC POS are 32-bit applications and work with 32-bit Applications. If you have 64-bit applications, they cannot communicate with 32-bit drivers like QODBC.
To overcome this limitation, QRemote works as a bridge between 64-bit Applications and the 32-bit QODBC Driver. QRemote adds the ability for Web Servers and 64-bit applications to talk to QuickBooks via the QODBC POS Driver.
QRemote has two components "QRemote POS Client Driver for QODBC" and the "QRemote Server for QODBC POS"
QRemote POS Client Driver: Allows 64-bit Application(s) to connect to the QRemote Server and sends the Request to QRemote Server for processing.
QRemote POS Server: Processes a requested instruction from the QRemote Client to QuickBooks using the QODBC DSN Driver.
Setting Up A New QRemote Connection.
Start "QRemote Server for QODBC POS" from the start menu.
Double click the QRemote Server icon from the system tray.
QRemote Server Main screen shows the IP address, and the Port allows the QRemote Client to connect.
Make a note of the IP address and Port number listed on the QRemote Server "Event Logs window"
Create a new DSN entry
Before creating a DSN entry, verify you have created a DSN entry for QODBC, which can connect to QuickBooks. The ODBC Manager 32-bit can be found under Start Menu à All Programs à QODBC Driver for use with QuickBooks POS à Configure QODBC POS Data Source.
To create a new QRemote DSN entry, navigate to ODBC Manager 64-bit. Located under Control Panel > Administrative Tools > Data Sources (ODBC).
Start Menu >> All Programs >> QODBC Driver for use with QuickBooks POS à Configure QODBC POS Data Source 64-bit
Navigate to System DSN. Click on the "Add" button.
From the driver list, select "QRemote for QuickBooks POS" and click "Finish"
Under the QRemote for QuickBooks POS – 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: QRemoteServer has an Encryption feature that will send/receive data between client & server in an encrypted format. So you can use this feature. (By Default Encryption Key/Password is set to "QODBC#QRemote$1")
§ Remote DSN: select the QODBC DSN from the list. ( Make sure QRemote Server is running)
Verify the QRemote Client connects to the server, and the below-listed logs are logged in the event window.
Connecting with 64-bit Applications
To allow 64-bit Application(s) to talk to QuickBooks via QODBC, Start the QRemote Server and configure the QRemote Client DSN entry.
How to connect with 64-bit MS Access.
-Create or Open MS Access Database
-Navigate to the "External Data" tab and select "ODBC Database"
Select method to import the data
Select the "QuickBooks POS Data QRemote" DSN from the list under "Machine Data Source"
(May List Either "QRemote POS Data 64-bit" or "QRemote POS Data 32-bit")
You will notice the connection information getting logged under QRemoteServer.
Select the table(s) you would like to import to MS Access and click "OK"
MS Access is importing the table(s) information via QRemote.
After the import process is completed, a notification window appears in MS Access.
A list of the table(s) imported will be shown under "All Access Objects"
How to connect with 64-bit MS Excel.
Create or open an MS Excel 2010 Spreadsheet and navigate to "Data">>"Get External Data">> "From Other Sources">> Select the source as "From Microsoft Query"
Select QRemote Client DSN entry from the List.
(May List Either "QRemote POS Data 64-bit" or "QRemote POS Data 32-bit")
You will notice the connection information getting logged under 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 can opt for the data filtering based on the criteria you specify.
Select "Return Data to Microsoft Excel" and click "Finish"
Choose the Output Location
MS Excel may take a few moments to populate data to the worksheet.
QODBC for POS Frequently Asked Questions
The Frequently asked questions about this product are constantly changing, so we have a web page set up with these questions. It can be found at:
QODBC for POS Support
This driver has the following ODBC support and limitations:
· Only ODBC Core Level SQL is supported.
· Only ODBC Level 2 API calls are supported.
· ODBC Version 3.0 compliant.
· Column and table names are not case-sensitive, string data comparisons are case sensitive.
· Character values supplied for parameterized queries (SELECT * FROM EMP WHERE NAME = ?) are limited to 255 characters.
· Transactions are not supported.
· Qualifiers and owners are not allowed in databases, tables, etc.
· Table creation and deletion are not supported currently.
This product supports Microsoft Windows 95, Windows 98, Windows NT, Windows ME, Windows 2000, Windows XP, Vista, and Windows 7.
We offer a free fully-functional trial copy of QODBC for POS limited to selected elements in the QuickBooks POS system. An FAQ section and a Help Desk support system are available for registered users and those evaluating QODBC for POS. Those purchasing the product will receive Free installation support for 30 days from the date of purchase. Program anomalies will be addressed at no charge, and updates posted on our website. Other issues may be subject to a fee.
Support can be obtained by the following methods:
Mail: FLEXquarters.com LLC
2620 S Maryland Pkwy Ste 14 # 557
Las Vegas, NV 89109-1692
Forum Online Support: http://www.qodbc.com/QODBCAutoFAQ.htm
The most effective of these methods is the Forum support system via our website since you can attach an ODBC or SDK trace log to the message, and we can attach an updated product to you if we have a patch.
Before contacting us, run an ODBC trace log of the operations you are having problems with and contact the vendor of your application to see if they are driver-related problems. If they are, send us the file and a description of the problem.
Since the product is distributed in Demo form, the latest updated versions will always be available online at our web page: http://www.qodbc.com/posDownload.htm
QODBC for POS Credits
QODBC for POS version 18
For Microsoft Windows 95, Windows 98, Windows ME, Windows NT, Windows 2000, Windows XP, Vista, Windows 7, Windows 8, and Windows 10.
© Copyright 1995-2017, FLEXquarters.com LLC, All Rights Reserved Worldwide
Portions of this product © Copyright Intuit Incorporated
QODBC is a trademark of FLEXquarters.com LLC
QuickBooks Point of Sale is a registered trademark of Intuit Incorporated
Windows, Vista are registered trademarks of Microsoft Corporation
All other trademarks are copyrights of their respective holders
Version 1.0 First released July 2005
Version 9.0 First released June 2010
Version 10.0 First released May 2011
Version 13.0 First released September 2012
Version 15.0 First released June 2015
Version 18.0 First released October 2017
Program published and supported by:
41-43 Carnarvon Road Suite 809
Tsim Sha Tsui Kowloon Hong Kong
USA Mailing Address:
2620 S Maryland Pkwy Ste 14 # 557
Las Vegas, NV 89109-1692
USA Sales Office:
FLEXquarters USA Sales
P.O. Box 0036
Union Lake, MI 48387-0036
Licensing Support 248-620-2406 (Registered user activation/deactivation issues only)
The program developed by Brad Waddell, Matthew Froncek, and Rajendra Dewani.
Documentation produced by Mark Kuznar, Brad Waddell, and Rajendra Dewani.
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