Knowledgebase: Installation
[QODBC-Online] QODBC Online Quick Start Guide
Posted by Jack - QODBC Support on 09 September 2016 12:27 PM

QODBC Online Quick Start Guide


Download: QODBC Online Quick Start Guide (PDF) 

QODBC Online Driver License Agreement 

Introduction

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.

What is QODBC Online?

QODBC is an ODBC driver (DLL) for QuickBooks Online data. QuickBooks 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 format files, similarly to any other ODBC enabled database.

QODBC Online works by accepting SQL commands through the ODBC interface, then converting those calls to navigational commands to the QuickBooks Online Harmony interface (QuickBooks IPP V3) and returning record sets that qualify for the query results.

If you are not familiar with the SQL language, you can find a tutorial here: http://www.w3schools.com/sql/default.asp

What can I do with QODBC Online?

QODBC Online opens your QuickBooks Online data to a whole new world of database connectivity. 

  •          If you own Microsoft Office, you can use Excel to extract company accounting or invoice information directly into a spreadsheet and create a chart.
  •          Microsoft Word can run a customer mail merge for a customized batch letter directly from QuickBooks files.
  •          Crystal Pro Report writer can create multi-file reports from QuickBooks Online data.
  •          Microsoft Access or Embarcadero Delphi can be used to merge QuickBooks 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, invisible, and works just like any other ODBC driver. QuickBooks 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 owners who require up-to-the-minute data to make informed business decisions can have that real-time data instantly available in any one of hundreds of desktop applications.

 

Installation

Initial Setup

Right-Click on the Install program (qodbcon.exe) and click “Run as Administrator” to install the
driver. For more information or help regarding installation, please click here.

 

 Click “Next” to install QODBC Online. You can skip the Activation Key if you want to evaluate the product before purchase. Click "Next" to continue.

 

 

The FLEXquarters QODBC Driver for QuickBooks Online® has been successfully installed on your computer. You can begin to use it immediately because it will run as a free 30-day evaluation edition, serving as all editions of QODBC depending on how it is configured (note: inserts of records into QuickBooks are limited to 20 per session in evaluation mode). Windows 10 users click here for additional details.

See the Icons that have been added to your Start>All Programs Menu under QODBC Driver for QuickBooks Online®

To install a fully purchased QODBC Online registration code to an evaluation copy from a previous download, see the Icons that have been added to your Start Menu under QODBC Driver for QuickBooks Online®

The first step in configuring the driver is to click on the QODBC Online Setup Screen icon, and the following screen will become available.


QODBC Online General Setup Screen  

 

Server:   Indicates where the QODBC’s Connector/SocketReceiver should be running. The default is localhost  (i.e., on the same machine)

Port: Indicates which port QODBC and the QODBC’s Connector/SocketReceiver should be running. Default is 8383

Data Source Name is a display name for your QuickBooks data such as QuickBooks Data, QBPRO, My QB Data, etc. (Default Setting is QuickBooks Online Data)

Import/Export Connection Key used If you want to connect to the same company file from another machine, then you can export the connection key from one machine & import it to the other machine.

Sandbox Company (for testing only) is used If you want to work with the QuickBooks Online sandbox company.

Test Connection to QuickBooks Online will determine if you have proper installation and settings with QuickBooks Online. The following pop-up screen should appear:

 

 

Note:

For windows security issues or Test, Connection fails, please click here.

See QODBC Online Setup Options for more details on options available. 

 

 

This tab allows you to activate the evaluation version to a fully registered version with a CDKey that you are issued when you purchase QODBC Online 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 Online from the evaluation version to either the full Standard Edition that has been purchased. If you do not have internet access to activate the product from the machine you intend on using it on, you can use the manual option to generate an activation code from a machine that has internet access.

Note: If after activating the license and the About Tab still shows it as being an evaluation version, please click here

 

Deactivate is the online method of deactivating a currently registered version of QODBC Online 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 manual option to generate a deactivation code from a machine that has internet access. 

 About Tab

 

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, the 2nd & 3rd digits are the QODBC Online major version number. (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 installed on your machine. You can view the Readme file for the list of all the latest features in the current version of QODBC and download the latest updater should you be using an older version of the driver. 

The remaining tabs are typically for advanced users; details on them can be found by clicking here.

 

The first use of QODBC Online after setup is complete 

The first step is to authorize QODBC Online to access your QuickBooks Online company.
Click the “Connect to QuickBooks” button and follow the onscreen instructions.

 

Please refer to the below mentioned for details:

Connecting QODBC Online Driver to QuickBooks Online for the First Time (Video)

How to use QODBC Online with QuickBooks Online Edition 

 


To allow the connection to QuickBooks Online, Please allow the Pop-Up to be opened from the website.

Click on the Pop-up Blocker notification, and select “Always Allow”

 

The pop-up will open a QuickBooks Online Authorization page. Please sign in using your QuickBooks Online account. (Sign in with a user account that has Admin / Super Admin privileges)

 

 

From the list of QuickBooks Online companies, click the one you want to connect to.

 

 

Click Authorize to allow QODBC Online to access your QuickBooks Online company.

 

 

After the authorization is completed, you will be redirected to the Success/Connected page. You may close this window and switch back to the QODBC Online Setup screen.

After switching to the QODBC Online setup Screen, you should get the result of the test connection.

 

 

In case you encounter the below warning, you may ignore this message and test the connection via QODBC Online Test Tool.  If QODBC Online Test Tool is able to connect, you have successfully set up the connection to your QuickBooks Online company via QODBC Online.

 

Now, we will test the connection using QODBC Online Test Tool. Please open QODBC Online Test Tool from:
Start>>All Programs>> QODBC Driver for use with QuickBooks Online >>QODBC Online Test Tool

 

Select the "QuickBooks Online Data" DSN from the dropdown list & click on "Connect".

 

          After you click “Connect” a QODBC Online should connect to your QuickBooks Online company. 

 

Testing Driver Capabilities 

Once permissions have been granted in QuickBooks Online for QODBC Online to access the company data, QODBC Online Test Tool and any other standard ODBC supported applications should be able to via the QODBC Online Test Tool, and the Current Connection Window shows “QuickBooks Online Data 1”  you can click on the tables button to give you a list of all the QuickBooks tables that are available for you to use.

You can view your customer data by simply clicking on the "Run" button, or you can delete the default SQL statement and type in your own SQL statement to view the data you wish to be displayed. To explore the data available in QuickBooks Online via QODBC, click here.

 

 

To disconnect the QODBC Online Test Tool from accessing your QuickBooks Online company, Click the "disconnect" button.

 

QODBC Frequently Asked Questions

 The Frequently asked questions about this product are constantly changing, so we have a web page setup with these questions and answers. A more detailed FAQ can be found at: http://support.qodbc.com.

  

Tutorials and Documentation

An additional host of information can be found on our website, this includes a full manual, step by

step tutorials for popular applications, FAQs, data layout of QuickBooks and flash tutorials.

 

Documentation:

 

Step by Step Tutorials    http://www.qodbc.com/qodbctutorials.htm

 

Windows Support

QODBC Online 2023 supports Windows 7 SP1, Windows Server 2008 R2 SP1 (or above), Windows 8, Windows 10, and Windows 11.

 

Product Support

We offer a free fully functional trial copy of QOCBC Online limited to selected elements in the QuickBooks Online system. An FAQ section and a Help Desk support system is available for registered users and those evaluating QODBC Online. 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:

 

Forum Online Support:       http://support.qodbc.com

E-mail:                                   mailto:info@qodbc.com

Mail:                                       FLEXquarters USA Sales

P.O. Box 1466 Clarkston, MI 48347

 

The most effective of these methods is the online 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.

 

Product Updates

The latest updated versions will always be available online at our web page: http://www.qodbc.com/qodbcDownload.htm


QODBC Online Credits

 

QODBC Online versions 14.x thru 23.x

QODBC Online version 2023 supports Microsoft Windows 7 SP1, Windows Server 2008 R2 SP1 (or above), Windows 8, Windows 10, and Windows 11.

© Copyright 1995-2023, FLEXquarters.com Limited, All Rights Reserved Worldwide

 

Portions of this product © Copyright Intuit Incorporated

QODBC is a trademark of FLEXquarters.com Limited

QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise Solution, and QuickBooks Online Edition are registered trademarks of Intuit Incorporated

Windows, Vista, Windows 7, Windows 8, Windows 10, and Windows 11 are registered trademarks of Microsoft Corporation All other trademarks are copyrights of their respective holders

 

Version 14.0 First released September 2014

Version 15.0 First released December 2014

Version 17.0 First released December 2016

Version 18.0 First released December 2017

Version 19.0 First released September 2018

Version 20.0 First released September 2019

Version 21.0 First released September 2020

Version 22.0 First released August 2021

Version 23.0 First released September 2022

 

Program published and supported by:

FLEXquarters.com Limited

USA Mailing Address:
2620 S Maryland Pkwy Ste 14 # 557
Las Vegas, NV 89109-1692

 

www:                            http://www.qodbc.com

E-mail:                          info@qodbc.com

Fax:                               801-306-6619

 

USA Sales Office:

FLEXquarters USA Sales

P.O. Box 1466

Clarkston, MI 48347

 

E-mail:                          mark@qodbc.com

Voice:                           248-620-2400

Licensing Support:        248-620-2406 (Registered user activation/deactivation issues only)

 

Other Regional Sales Numbers:

Australia/New Zealand/Southeast Asia:   +61 3 9761 3644   tom-a@dataaccess.com

International:   +1 248-886-1662    sales@qodbc.com

 

The program developed by Brad Waddell and Matthew Froncek.

Documentation produced by Mark Kuznar, Brad Waddell, Rajendra Dewani and Matthew Froncek.

 

Tags: QuickBooks Online, QBO, QODBC Online, online start guide, QODBC Online installation

(0 vote(s))
Helpful
Not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please complete the captcha below (we use this to prevent automated submissions).