How to create sp_reports using Microsoft Excel

How to extract sp_reports using Microsoft Excel

Open Microsoft Query in Excel

Open Microsoft Excel, get external data from Microsoft Query via Data Menu -> "Get Data -> From Other Sources->From Microsoft Query" as below:

Note: In recent versions of Microsoft Excel (including Excel 365), the Microsoft Query (Legacy) feature is hidden by default from the Get Data tab.
Please refer to Troubleshooting - How to enable Microsoft Excel 365 - Legacy Microsoft Query.

It will take some time to get the DSN list:

In the "Choose Data Source" Window, select the QuickBooks Data DSN you set up with the QODBC driver. This is one of our pre-installed DSN names or one that you have created.

Note: Uncheck the option "Use Query Wizard to Create/edit Queries" since we do not need to import any tables here.

Note: You need to select the QuickBooks Online Data DSN.

When using QuickBooks Online, the report loses the "Add Tables" window by clicking the "Close" button.

Press the "SQL" button to input your sp_report query as below. Here we take a BalanceSheetDetail report as an example:

sp_report BalanceSheetDetail parameters DateMacro = 'ThisMonthToDate'

Click the "OK" button to close the warning message:

Press the Execute button to get results in Microsoft Query:

Return Records to Excel Spreadsheet

Select Menu File -> Return Data to Microsoft Excel to return records to an Excel Spreadsheet.

Also, Refer:

How to use the QuickBooks Reporting Engine with QODBC

How to use the QuickBooks Reporting Engine with QODBC Online

Tags: QuickBooks Online, QBO, Excel, MS Query, QODBC Online, Sp_reports, Balance sheet detail