[QODBC-POS] Using QuickBooks POS Data with Access 2016 / 365 / 2013
Posted by Jack - QODBC Support on 10 November 2016 12:14 PM
How to Use QODBC POS with MS Access 2016 / 365 / 2013
Creating a Table in Microsoft Access:
Note: Microsoft Access has many uses and will allow you to use your QuickBooks data files similarly to Access databases.
Open MS Access 2016/2013. You can find it via Windows Start->All Programs->Microsoft Office 2016/2013:
A default database filename, 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."
Then Click "Create" to create a blank database:
After the new database is created, Navigate to "External Data":
Build a connection via External Data->More->ODBC Database, or directly click the ODBC database button on the External Data menu:
Under the Get External Data window, you will get two options:
Link to the data source by creating a linked table: this option will create a table just like the first option but will keep its connectlinko to QuickBooks, which means all your operations to this table will be uploaded to QuickBooks, and the data in the table is also in full sync with QuickBooks.
This article will show you how to build the linked table in MS Access.
Build a Linked Table in MS Access
After you select the access method and click OK, then you will get a Select Data Source window:
Select the QuickBooks-related DSN you set up with the QODBC driver. This can be one of our pre-installed DSN names or one that you have created. (Here, I choose the default DSN as an example.)
The first time you use MS Access to access QuickBooks, it will ask you to grant permission for this application:
Select the "Yes, Always" option, and then click "Done" in the next window:
Once the connection is built, Access will return a list of available tables in the Select Tables window. Please, select the tables you want to extract data from. Multiple Selection is available.
If the Import/Linking works without any problems, you will see linked tables been created in the table list of MS Access:
If you want to view QuickBooks records in this linked table, double-click the linked server, then you will see the records:
The linked table is always in sync with QuickBooks Data, so you cannot add or delete any columns in this table. But you can directly modify the data in the linked table, and QODBC will automatically update the modification to QuickBooks.
Note: When you run across an application that is not fully ODBC compatible, they often support getting data from Access tables. To make this application work with QuickBooks tables, you can run the Microsoft Access setup, as shown above. Then have this application use the MS Access ODBC driver to talk to the Access database you created, which was linked to QuickBooks tables. This middleware approach allows us to support nearly any application, even if not fully ODBC compliant.
Suppose you want to import a table in MS Access. In that case, you have to select Import the source data into a new table in the current database option instead of linking to the data source by creating a linked table & repeat the above steps: this option will directly extract tables into Access Database, you can view and edit these tables, but all modification will not be uploaded unless you build another query to do so.
Keywords: read/write with ms access, Office 2013, Office 365, Excel 365, Access 365, Office 2016, Access 2016, Excel 2016