Posted by Jack - QODBC Support on 10 November 2016 09:32 AM

QODBC POS Setup Options

QODBC POS General Setup

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


The company set allows QODBC POS to enter the company file selection window.
Please leave the "Current Company Setting" option blank so that QODBC POS can directly access the company file thinning in QuickBooks POS.

Build Connection String: Click the "..." button at QODBC POS Setup Screen->General Window to enter the company file selection window:


In the company file selection window, QODBC POS will give you a list of all available company files (may take a few seconds) :


Select the company file you want to access, and then click ok. Then you will see the connection string has been built in the "Current Company Setting" option. And then, please click the "Test Connection" Button.


Data Source Name: This is a display name for your selected DSN.

Test Connection to QuickBooks will determine if you have a proper installation and settings with QuickBooks and a company file open.


QODBC POS Messages Setup

     Messages allow you to review message logs from QODBC POS regarding errors and issues communicating with QuickBooks POS, clear these messages, and review messages produced by the QuickBooks POS qbXML SDK interface.


Detail Tracing (Slow) creates a trace log of what QODBC POS is doing in the background with the application and is used for debugging purposes. Ensure the log is turned off when not needed, as these 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.

When selected, Display Driver Status Panel shows exactly what QODBC POS is doing when accessing the QuickBooks data and provides a good assessment of speed using optimized and non-optimized data.

Verbose Optimizer Status Panel causes the Optimizer panel to come up whenever any optimizer happens. The normal checkbox only pops up the optimizer when doing a full update or reloading all.


QODBC POS Optimizer Setup

      Recommended settings for using QODBC POS are shown here; read below for a summary explanation of all available options.


The optimizer brings some data to a local cache to increase query retrieval performance. Check to activate the optimizer.

Optimizer Database Folder specifies where the local data store will be saved on disk. The default location %AppData%\QODBC Driver for QuickBooks POS\Optimizer is under your Windows login account name under your Documents and Settings folder. The data will be stored in a file in this folder with a name similar to the company file name with a .opt extension. If you store that data somewhere other than the default, click the browse button and select the destination folder. With very large 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 themselves.

The start of every query is the default setting using the most current data. Use this default setting if your question requires the latest up-to-the-minute data and speed is not the primary focus. Please remember that the QODBC Optimizer is local to your computer only, so when other users change things in QuickBooks, how does QODBC know? By default, the optimizer will update new and changed entries in a table from QuickBooks first and then execute the query against the locally optimized table. This is faster than reading everything out of QuickBooks every time, especially the more data you have.

The start of every new connection (with "Load Updated Data" first) is used if you don't need to update the optimized data while you are, for example, running queries or importing or exporting data. The optimized information is updated upon a new connection and left updated until the next new connection occurs again.

The start of every new connection (with "Reload All Data" first) is used if you need to rebuild optimized data from scratch before running important queries (like Sales Commission) or importing or exporting data. The optimized data is reconstructed upon a new connection and updated until the next new connection occurs again.

The end of yesterday was used to balance speed and data updating better and would be the best option for most users. It only has to synchronize each table once per day, and the data will be current at the end of the previous day.

The end-of-last-month option is a great speed boost for running last month's or last year's queries. It does not need to synchronize again to get the data.

The last time I pressed one of the load data buttons, options allowed me to control the synchronized timing. Synchronizing only occurs when you manually run it by pressing the Load Updated Data in the QODBC setup screen.

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).

Optimizing data after an Insert or Update causes QODBC 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.

The multi-Table Sync option is unchecked by default for all non-USA enterprise users. If checked, the QODBC 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. Note: This feature is ignored and set to unchecked if the version is QBOE or SDK is less than v3.

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 rebuild the optimized data from scratch completely. It is useful when starting a new company if you do not want to synchronize the tables as you first encounter them and ensure that your data is 100% current.

QODBC POS Advanced Setup

     The selected defaults in the Advanced settings should apply to most users and normally don't need to be changed.


Maximum Field Name Length: is set to the QuickBooks POS limitation, but specific 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 can use an index internally for a search instead of a complete table scan. (Note: this feature applies to versions of QuickBooks 2005 and higher)

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 without modification.

Run 2.1 ODBC Compatibility is checked for 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 one row.

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 still does not support transactions but simulates the turning on and off of transactions.

The Advanced tab in QODBC Setup v6 Build 186 later has new defaults for Use Iterators and Iterator or Chunk Size fields. This allows you to turn off iterators. This may be needed on systems like MS-SQL Server and Web Servers that use multiple threads. Using Iterators is faster but is only available to USA QuickBooks 2006 and USA QuickBooks 2007 users. Iterator or Chunk Size determines the size of the row sets that are retrieved from QuickBooks. Set this value high if you are exporting records from QuickBooks. The maximum Iterator or Chunk size that can be set is 100000 (more elevated than that, and it resets itself back to the default of 500).

Iterators and Iterator or Chunk Size fields allow you to turn off iterators. This is needed on MS SQL and Web Servers that use multiple threads.

Text Field Handling has been added to QODBC v7.00.00.204 and later. Convert Fields > 255 to LONG VARCHAR and Limit length to 4096 characters (default): These fields help some development environments get data from long areas that would not be able to otherwise. Connection string options include ConvertToLongVARCHAR=Yes|No, and MaxLONGVARCHAR=4096.

Convert All Numerics to VARCHARS is helpful for loading tables in Access when Access chooses the wrong size numeric field sizes. Access will give an error "data too large for field DECIMAL." When you get this error, switching this option on will allow all the data to be loaded into Access as strings. The data can be converted as needed by your programs.

Adding XML to the trace log is an advanced option to put more information in the trace log to help.

The support team diagnoses a problem. It should not be used unless directed by the support staff, as this will generate large amounts of data in the trace log.

Add Windows User Name to Authentication Name will add Windows User Name to Integrated Application Authentication Name.

Rewise XML Response

Converting special characters(control characters only) to white space will convert special characters to white space.


Activate/Deactivate Tab


This tab allows you to activate a license with the CDKey or deactivate a currently active license and move that license to a new machine.


Activate is the on-line option for entering the CDKey that was issued to you upon purchasing the product to fully start QODBC POS from the evaluation version to either the full Read Only, Read/Write, or Web Edition that has been purchased. Suppose you do not have internet access to activate the product. In that case, you can use the phone option to supply your reseller or distributor with the information to activate the product.



Deactivate is the on-line method of deactivating a currently registered version of QODBC POS to transfer the product to another machine. Suppose internet access is unavailable from the registered device. In that case, you can use the phone option to supply your reseller or distributor with the information to deactivate the product CDKey for you. This process will take 24 to 48 hours before your CDKey account is credited with the deactivated license, and you can reactivate the right on a different machine.

About Tab


About screen shows the QODBC POS version currently installed, whether it is an evaluation copy or fully registered. (The serial number may be required for upgrades, rebate offers, technical installation support, or the Help Desk system.) the first letter in the serial number denotes what type of license is installed, and the 2nd & 3rd digits of the QODBC version.

Check Website for Updates will launch your internet browser to our website and see if you have the latest 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 POS and download the latest updater should you be using an older version of the driver.

 Keywords: setup for on-line


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