Knowledgebase: TroubleShooting
[QODBC-Desktop] How to use QODBC Support Wizard
Posted by Rajendra Dewani (QODBC Support) on 25 December 2017 07:57 AM

How to use QODBC Support Wizard

Problem Description:

How to use QODBC Support Wizard?

Solution:

Please follow below-listed steps for using QODBC Support Wizard.

“QODBC Support Wizard” application is included with QODBC v18.0.0.325 and above. In case you are using an older version of QODBC, please upgrade your QODBC to the latest version. Click here to download the latest version of QODBC.

OR Click here to download “QODBC Support Wizard” 

Click on the “QODBC Support Wizard” icon from the Windows start menu.

“QODBC Support Wizard” is open, Click “Next”.

Follow the instruction on the wizard.

On the QODBC DSN Verification step, make sure it passes all the checks.

In case you see a warning icon as below. Please click the "FIX" button so the QODBC Support Wizard can automatically fix the issue.

Once QODBC Support Wizard has performed all check, please click the "Next" button.

 

 

Once QODBC Support Wizard has performed all check, please click the "Next" button.

 

Now, Click the “Test Connection” button

On clicking the “Test Connection” button, you will notice "Connecting to QuickBooks" as below.

When QODBC tries to access the company file for the first time, QuickBooks will ask you for permission to allow the driver to access your QuickBooks company file. Switch to the QuickBooks application & accept the certificate.

OR

After accepting the Application Integration certificate, QODBC Support Wizard should be able to connect to QuickBooks and should report “Test connection successful”

Click the “Next” button, select the default option “Yes, I am able to connect to QuickBooks” and click “Next”

On the “Optional Configurations” steps, you may click one of the options. Default is "I am able to connect and would like to skip optional configuration/tests".

Click “Next”, to navigate to Finish window.

 

Testing your SQL Statement:

Start QODBC Support Wizard from the Windows start menu.

Click "Test my SQL commands in QODBC directly".

On the “Test your SQL statements” steps, you may test connectivity and the data fetch. Click one of the 5 buttons or write your SQL statement and click “Query”

 

Detailed Explanation on each check

QODBC latest version check 

 

This step will check if your machine is installed with the latest QODBC version available on the website of the QODBC.

If your QODBC version is lower than the latest version, then it will show a warning/failure mark.

To fix the issue, click on the “FIX” button, you will be navigated to the QODBC website to download the latest QODBC version.

(Note: Internet connectivity is required).

QuickBooks check (Multiple versions of QuickBooks installation) 

 

This step will check for multiple versions of QuickBooks installed on your machine.

If there are multiple QuickBooks installed, then you may not be able to use the QODBC Auto-login feature. This is because QODBC uses QuickBooks SDK to work with QuickBooks, and QODBC /QuickBooks SDK will not be able to judge from the company file path to determine which edition of QuickBooks to start.

For Example:

You have QuickBooks 2018 and QuickBooks 2020 installed on your machine.

You have created two DSNs to access QuickBooks Company file 2018 and 2020 data.

When you auto-connect with QuickBooks company file 2018, QuickBooks SDK will not be able to identify which QuickBooks to start, and hence it may start QuickBooks 2020 in the background (since QuickBooks 2020 being the latest QuickBooks version, it will start by default).

The solution is to keep the QuickBooks application running so that QODBC / QuickBooks SDK need not have to load QuickBooks and can connect to an existing instance.

Or

If you are using only one of the QuickBooks versions, then you may uninstall the non-required QuickBooks version.

QRemote Server firewall check 

 

This step will check whether incoming or outgoing connections requests from the QRemote Server port number is allowed via your Windows firewall.

If there is no entry of the QRemote Server port number 4500 in the firewall, then it will create one in the allow list.

If in case, you have selected disallowed in the firewall for connection requests coming from or to QRemote Server port number 4500, then it will not alter those settings. You will need to change the same manually.

QuickBooks and QODBC major version check 

 

This step will check whether your QODBC license OR version is higher than or equal to the QuickBooks version.

If your QODBC license or version is lower than QuickBooks version, it will show a warning/failure mark.

For Example:

If you are using QuickBooks 2020 and have QODBC version 2019, it will show a warning/failure mark.

Or

If you have QuickBooks and QODBC version is 2020, the QODBC version is 2020, but your QODBC license is of 2019, it will show a warning/failure symbol.

To fix this, you will need to activate the QODBC license and the version equal to or higher than of QuickBooks.

Office 32/64-bit – QODBC license compatibility check 

 

This step will check whether you have a compatible QODBC license to work with MS Office 64-Bit.

If you do not have a QODBC license and using MS Office 64-Bit, it will show a warning/failure symbol.

Once you have purchased and activated the QODBC license, the validation check will change to a green tick mark.

If you don’t want to use MS Office 64-bit or purchase a QODBC license, you may switch to MS Office 32-bit.

Click on the “FIX” button and follow the instructions.

Or

Please refer to below link on how to convert 64-bit to 32-bit MS Office:

http://qodbc.com/links/3000

QuickBooks check (Elevated Mode – Run as Administrator) 

 

This step will show warning/failure symbol if your QuickBooks application is running under elevated permissions or running as “Run as administrator”.

The QuickBooks application and your application like Microsoft Excel, Microsoft Access, or your custom application both should be running under normal/standard user mode.

For further instructions, click on the “FIX” button and follow the instructions.

Or

You may navigate to the following link:

http://qodbc.com/links/2529

Optional Configurations and Tests:

Set up Auto-login in QuickBooks 

 

This is an optional step.

This will help you create QODBC DSN for Auto-login.

QODBC Support Wizard can create a new DSN and configure it to auto login to QuickBooks.

Click the "Browse" button, Provide a DSN Name (in case you want to change the auto-generated DSN name), Click "Create a new DSN".

Start QuickBooks and log in to your QuickBooks company file as QuickBooks user "Admin".

Click "Test QODBC Connection"

Company file path – Specify the QuickBooks company file path for which you wish to configure Auto-login.

You may use the “Browse” button to locate the QuickBooks Company file.

or

You need to copy the QuickBooks company file path and paste it in this field. You can find the QuickBooks company file path in the QuickBooks UI (press F2 in QuickBooks UI).

DSN Name – Once you have specified the company file path, the QODBC Support Wizard will automatically generate a DSN name based on your QuickBooks company file name.

For Example:

Suppose the QuickBooks company file name is “sample_product-based business.qbw” (refer to the image).

The Wizard will generate a DSN Name – "sample_product-based bu” (refer to the image).

 

If you want to change it, you may create a new DSN Name as per your requirement.

Test QODBC connection – Click on this button to test the QODBC connection to connect to your QuickBooks company file.

Test QRemote connection - Click on this button to test the QRemote connection to connect with your QuickBooks company file.

Repeat the above steps to create multiple DSNs if you have multiple companies.

 

Rebuild QODBC Optimizer file 

 

This is an optional step.

This will help you reset and rebuild your QODBC Optimizer files.

QODBC Support Wizard can reset and rebuild the QODBC optimizer file.

Click "Reset Optimizer Files" to delete existing QODBC Optimizer file.

Click "Optimize All Tables" - This will start the process and will rebuild the entire optimizer file for the currently opened QuickBooks company file.

This process may take a few hours (4 to 24 hours) depending on the number of records in your QuickBooks company file.

Reset optimizer files – When you click on this button, your QODBC Optimizer file will be deleted from the Optimizer folder.

 

It will ask for confirmation. On confirmation, the optimizer file will be deleted.

If you have multiple QuickBooks company files, then it will ask confirmation for each optimizer file.

Once you have reset/deleted the optimizer file, you can then optimize all or the selected QODBC data tables.

Optimize All Tables – If you want to optimize all tables, click on this button.

 

Or

Optimize Selected Tables – If you want to optimize selected tables, then click on this button.

From the list of tables, select the tables you want to optimize.

For Example:

To optimize Bill, Invoice tables, select Bill, Invoice tables, and then click on the “Optimize Selected Tables”.

 

 

 

QRemote connectivity test 

 

This is an optional step.

QODBC Support Wizard can also perform "QRemote Test Connection" to check if QRemote is configured correctly and is able to connect.

 

Troubleshooting with QODBC Support Wizard:

In case you are not able to connect to QuickBooks, select “No, I am not able to connect to QuickBooks” and click “Next”.

From the FAQs and Knowledgebase, you may link one of more relevant topics or may search our knowledgebase using the search button.

In case if you are still facing the issue, Report the issue to us by creating a support ticket.

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Comments (2)
Alex Usherenko
08 March 2018 03:21 PM
Is it possible to create Crystal Report with connection to QuickBooks if they are on difference machine. If I have just DSN file.

Thanks,
Alex
Jack
09 March 2018 12:13 PM
Hi Alex,

You can access QuickBooks Data remotely by installing QODBC on both machine (i.e. On QuickBooks application server & on your machine).

If your QuickBooks application is installed on another machine, then you can connect to QuickBooks from a remote machine using QRemote Server. You need to install QODBC on both machine.

Please refer below mentioned article for Accessing QuickBooks Data Remotely using QODBC &QRemote. (Video):
http://support.flexquarters.com/esupport/index.php?/Default/Knowledgebase/Article/View/2517/

You need to run QRemote Server on QuickBooks machine & try to connect from your workstation using QRemote Client. QRemote Client should point to QuickBooks Server IP & Port.

Please refer below mentioned article for How to use QODBC with Crystal Reports:
http://support.flexquarters.com/esupport/index.php?/Default/Knowledgebase/Article/View/1565/0/how-to-use-qodbc-with-crystal-reports

If you are still the facing issue, Please raise a support ticket to the QODBC Technical Support department from below mentioned link & provide requested information:
http://support.flexquarters.com/esupport/index.php?/Tickets/Submit

We may need the following information, Please attach below listed files when replying to the ticket.
1) Screenshot of QODBC Setup Screen -- > About
2) Screenshot of the issue you’re facing.
Share Entire Log Files as an attachment in text format from
3) QODBC Setup Screen -- > Messages -- > Review QODBC Messages
4) QODBC Setup Screen -- > Messages -- > Review SDK Messages
Refer: How to take screenshot: www.qodbc.com/links/screenshot.htm
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