Problem Description 1:

How to connect to QuickBooks Data with Power BI using QODBC Desktop?

Solutions: 

Open the QODBC setup screen and change the QODBC Compatibility mode from "Default" to "3.8."

To change, please follow the below steps:

Start >> All Programs >> QODBC Driver for QuickBooks >> Configure QODBC Data Source >>Go To "System DSN" Tab>> select DSN "QuickBooks Data" >> click "Configure”>> Switch to "Advanced" tab>> Navigate to "QODBC Compatibility">> change to "3.8"

For QODBC POS, select DSN "QuickBooks POS Data."

For QODBC Online, select DSN "QuickBooks Online Data."

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

Start Microsoft PowerBI Desktop (32-bit).

Navigate to the "Get Data" option, and from the drop-down list, select "More."

A popup with the title "Get Data" should appear.

Select "Other" --> "ODBC" and click the "Connect" button

Select the "QuickBooks Data" from the Data source name (DSN) list and click the "OK" button.

Note: If you are using QODBC version 19.0.0.333 or lower, use the "Advanced options">> Write the SQL statement for the table you want to fetch data from.

For example, "select * from customer" and click the "OK" button.

It would be best if you got the preview of the table. Click the "Load" button to continue.

Select the fields you want to display on the report. This will add the fields to the information and display the data.

If you are facing "Driver does not support this parameter," please switch QODBC, QRemote 32-Bit DSN, and QRemote 64-Bit DSN to ODBC Compatibility 3.8.

To change compatibility in QODBC, follow the below path:
Start >> All Programs >> QODBC Driver for QuickBooks >> Configure QODBC Data Source >>Go to "System DSN" Tab>> select DSN "QuickBooks Data" >> click "Configure”>> Switch to "Advanced" tab>> Navigate to "QODBC Compatibility">> change to "3.8"

For QODBC POS, select DSN "QuickBooks POS Data."

For QODBC Online, select DSN "QuickBooks Online Data."

If you are using Power BI 64-bit, you need to change for QODBC and QRemote 64-bit clients. To change compatibility in QODBC, follow the below path:
Start >> All Programs >> QODBC Driver for QuickBooks >> Configure QODBC Data Source >>Go to "System DSN" Tab>> select DSN "QuickBooks Data" >> click "Configure”>> Switch to "Advanced" tab>> Navigate to "QODBC Compatibility">> change to "3.8"

For QODBC POS, select DSN "QuickBooks POS Data."

For QODBC Online, select DSN "QuickBooks Online Data."

To change compatibility in QRemote 32-bit, follow the below path:
Start >> All Programs >> QODBC Driver for use with QuickBooks >> Configure QODBC Data Source >>Go to "System DSN" Tab>> select "QuickBooks Data QRemote" DSN >> click "Configure">> Switch to Advanced tab and change 'ODBC Compatibility' to '3.8' and click the Apply/OK button.

For QODBC POS, select DSN "QuickBooks POS Data QRemote."

For QODBC Online, select DSN "QuickBooks Online Data QRemote."

To change compatibility in QRemote 64-bit, follow the below path:
Start >> All Programs >> QODBC Driver for use with QuickBooks (64-Bit)>> Configure QODBC Data Source >>Go to "System DSN" Tab>> select "QuickBooks Data 64-bit QRemote" DSN >> click "Configure">> Switch to Advanced tab and change 'ODBC Compatibility' to '3.8' and click the Apply/OK button.

For QODBC POS, select DSN "QuickBooks POS Data 64-Bit QRemote."

For QODBC Online, select DSN "QuickBooks Online 64-Bit Data QRemote."

Try connecting again. It should fix the issue you are facing.
If you are using the older version of Power BI, please download the latest and try connecting with QODBC.

To use QlikSense Desktop with QODBC, Please follow the below steps.

Open QlikSense Desktop in the browser & click on the "CREATE A NEW APP" button.

Enter the app name and click the "Create" button.

A New application in QlikSense Desktop was created successfully. Click "Open app" for the opening application.

The application has two optionsfor: "Add Data" & "Data Load editor." In this example, I am using the "Add Data" option. Click the "Add Data" button to update QuickBooks Data to QlikSense Desktop.

QlikSense Desktop will show a list of the data source. Please select the "ODBC" data source.

In Create new connection (ODBC) windows select "System DSN" & enable the "32-bit" option and select DSN & click on the "Create" button. You can change DSN as per your configuration. I am connecting to the default DSN "QuickBooks Data QRemote" in this example.

The connection was made with QuickBooks through QuickBooks Data QRemote DSN & you can see the list of tables and windows available.

Select the table you want to add to the QlikSense Desktop & click the "Add data" button. In this example, I am selecting the Customer table.

Adding data is in progress.

The customer table data is added to the QlikSense Desktop. Now, You can perform any operation on table data using QlikSense Desktop.

You can view table data by double-clicking the "Customer" table icon.

Please click the "Load data" button on the QlikSense Desktop.

Loading data is in progress.

The data is loaded successfully. Click on the "Edit the sheet" button to add data to the sheet.

The empty sheet is open in the QlikSense Desktop. Click on the "Fields" icon to add table fields to the sheet.

In this example, I have added the Customer table's FullName, CompanyName, and Phone fields on the sheet. Please click on the "Done" button to finish editing the sheet.

QlikSense Desktop displays data on the sheet.

Now, You can perform any operation on table data using QlikSense Desktop.

Also, Refer:

How to Auto Add relationship Between two tables in QlikSense Desktop using QODBC

Problem Description:

I can access the database, but when I added another table & fetch table data, it generally hung up. Not sure if I need to change anything. Any thoughts?

Solution:

When accessing any table for the first time, QODBC will bring table-specific data to the optimizer file to increase query retrieval performance.

Once the optimizer is built, accessing the same table will be much faster compared to accessing it the first time or without using the optimizer.

Please refer to How Optimizer Works for more details.

If you see the QODBC icon (not hourglass) in System Tray, it means QODBC is connected to QuickBooks, and currently, there is no query executing.

When QODBC hangs up, or your application goes to Not Responding mode. You can check what QODBC is performing from Windows System Tray.

You will notice the QODBC icon in Windows System Tray showing hourglass.

If you want to see what QODBC is performing, then right-click on the QODBC icon & click "Driver Status Panel."

QODBC will open the UAC window, and please click on "Yes" in the UAC window to open the "Driver Status Panel."

There will be a status panel at the lower right corner of your screen, showing a window with information on what QODBC is working at.

If you see "Waiting On QuickBooks," It means QuickBooks is taking time to process the request.

If you want to permanently enable the "Driver Status Panel, " refer to How to view details on what QODBC is performing / Display Driver Status / Display optimizer Status.

Suggestion:

Suppose you have a large QuickBooks company file with several years of data.
The QuickBooks SDK has to scan and process many records to extract data, resulting in performance issues and slowness.
Historical data may not be required in day-to-day transactions/reports.
It is advisable to reduce the size of large QuickBooks company files for better performance.
To reduce the size of the QuickBooks company file, you can consider archiving old data.
To archive old data, you can create a copy of the company file and save the company file under a new name.
Condense the new QuickBooks Desktop company file.
You should notice performance gains when using a condensed QuickBooks company file.
You can always refer to the archived data at any time using the QuickBooks application or QODBC.

Refer to
https://quickbooks.intuit.com/learn-support/en-us/help-article/data-utilities/use-condense-data-utility/L7zprPIcj_US_en_US
https://quickbooks.intuit.com/learn-support/en-uk/other-questions/quickbooks-desktop-2020-condense-data-utility/00/532124
https://quickbooks.intuit.com/learn-support/forums/searchpage/tab/message?advanced=false&allow_punctuation=true&q=condense%20data
https://quickbooks.intuit.com/learn-support/en-us/other-questions/condensing-a-large-file/00/573043
https://quickbooks.intuit.com/learn-support/en-us/other-questions/best-way-to-split-one-company-file-into-two-originally-used-for/00/810101

If the Above Solutions don't work, please post a ticket to us, and we will investigate your issue further.

Also, refer to the following:
Troubleshooting - Cannot load Customer table records.

Suggestion:

Suppose you have a large company file with multiple years. QuickBooks and QuickBooks SDK would require more time to process your data required.

We would suggest splitting the company file to make it smaller. You can keep the historical data in one company file and the latest one in another.

This way, your company file will be smaller and with fewer records.

Refer to 

https://quickbooks.intuit.com/learn-support/en-us/other-questions/best-way-to-split-large-company-file/00/1081335

https://quickbooks.intuit.com/learn-support/en-us/account-management/create-a-new-company-file-from-the-existing-company-file/00/203213

Keywords: QB odbc slow, multiple web queries into excel slow running, excel running background query slow, qodbc and excel connection speed

New Features and Integrated Services Solve Small Businesses' Most Important Problems

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU) today announced the availability of QuickBooks® 2007. The new line of products and services focuses on what matters most to small businesses: making day-to-day tasks even easier to complete while adding deeper functionality for specialized and growing companies.

QuickBooks 2007 includes powerful new tools and services that help small businesses succeed in activities beyond accounting. For the first time, Intuit is offering customers integrated tools to market their business and attract new customers, as well as new services that extend QuickBooks' functionality - from accepting credit cards to managing timesheets and running payroll. Combined, these create a robust ecosystem of distinctive solutions to help existing and new-to-the-world businesses be successful.

"No one serves small business and accountants better than Intuit," said Brad Smith, senior vice president of Intuit's Small Business Division. "For nearly 15 years, we have remained laser-focused on ease, continuously improving the market-leading small business management platform. At the same time, we have developed a powerful mix of integrated services that our customers asked us for to help better connect them with their customers, vendors, partners, and employees."

Solutions Beyond Accounting

QuickBooks offers more than 25 products and services beyond core accounting functionality. From QuickBooks Merchant Service for Web Stores to Intuit Small Business Payroll services, customers can leverage their existing QuickBooks data to manage better and market their companies. QuickBooks also offers easy solutions to process payments, such as the QuickBooks Credit Card Processing Kit and the new QuickBooks Time Tracker to easily collect and manage employee timesheets on the Web.

The latest addition to Intuit's comprehensive small business ecosystem is a series of popular marketing tools from Google. The new integrated online tools include Google maps, Google AdWordsT, and the QuickBooks Product Listing Service, designed to solve another critical small business concern - attracting new customers online.

Customers can easily find more than 400 add-on applications that solve specific needs, from sales force automation to eBay integration, through the QuickBooks Solutions Marketplace at: http://www.marketplace.intuit.com.

"Small businesses are increasingly interested in moving from piecemeal solutions to more integrated approaches to company operations," said Merle Sandler, senior research analyst at IDC. "But this can be tricky because small firms also want resources supporting company growth but not being too expensive or difficult to use. With that in mind, Intuit's strategy of extending beyond basic accounting to build a valuable network of available capabilities will resonate with both small businesses and the accountants that serve them."

Focusing on What Matters Most - Ease

QuickBooks 2007 features numerous enhancements that simplify users' most frequent activities, helping the approximate 3.7 million small businesses using the software be more efficient:

• Easier Setup: To help new users set up their income and expense accounts more accurately, QuickBooks 2007 features a simplified recommended Chart of Accounts. Optional accounts to suit specific business needs can easily be added. The latest version offers users the 30 most commonly-used reports for their business type - reducing the likelihood of incorrectly categorizing expenses down the road.
• Easier Payroll: The nearly 1 million businesses that use Intuit Small Business Payroll Services can now efficiently run payroll for all their employees at once rather than one at a time. A new dashboard displays the impact of payroll across the business, showing clearly what the company needs to pay employees and the government and what forms they need to file. And a new "review, confirm and submit" process gives users the confidence their payroll is correct and ready to go.
• Easy Data Sharing with Accountants: It is now easier than ever for accountants to change their clients' company files. At the same time, the business owner continues to work on their day-to-day business transactions without interruption. Previously, if a company needed to send files to an accountant, the business would have to stop entering data into QuickBooks to ensure version control. While the files were with the accountant, the business could not process financial information, including invoices, bills, or payroll. With the new Dividing Date functionality, QuickBooks allows accountants to edit and review all information before a specified date while allowing the company to continue business as usual. When the accountant is done with the adjustment, the business owner can quickly review and import those changes directly into QuickBooks.
• Easier Customization: Small businesses rely on forms to communicate with customers, suppliers, and partners. On average, a small business uses 168 forms per month, including invoices, letters, and purchase orders. With QuickBooks 2007, small businesses no longer have to print their customized document, walk to the printer and look at the hard copy to see if the form meets their needs. New for this year, QuickBooks includes an auto-preview feature that makes it easy to customize layouts with color schemes, logos, and more, while showing users their changes as they are made. The software also consolidates the most commonly-used customization options all on one screen.

New "Right for Me" Solutions to Solve Specific Needs

As part of Intuit's Right for Me strategy to offer QuickBooks versions for companies of different sizes and industries with specific needs, the QuickBooks 2007 line adds new capabilities for specialized businesses and growing companies:

• Enhanced Features for Product-based Businesses: Inventory management is critical to the success of product-based businesses, but to keep an accurate record of total inventory, they must often convert products from one unit of measure to another. For example, a company that purchases a product by the case of a supplier may sell the same effect by the individual bottle to its customers. Available in select QuickBooks 2007 offerings, the new Unit of Measure feature removes the hassle of manual conversion and the risk of costly errors by automatically calculating the transformation from one unit to another in the appropriate forms, including invoices, purchase orders, and inventory reports.

"To meet the needs of large retailers, we were spending two to three hours a day manually calculating and converting quantities. We have different shipping requirements for each retailer. Any error in shipping too many or too few of any one item results in shipping error fees" said Tom Mitchell, CFO of HBH Pet Products in Springville, Utah. "QuickBooks gives us that peace of mind to know that we have shipped out what our customers want when they want it."

In addition, an improved Shipping Manager enables multi-parcel high-value shipping with FedEx, and UPS handles third-party billing. It can print labels right from QuickBooks on popular thermal printers.

• Online Time Tracking for Professional Services Firms: Businesses can now collect and manage employee and contractor timesheets on the Web with the new QuickBooks Time Tracker service, available by subscription. Freeing managers and employees from manually entering data into QuickBooks from hand-written timesheets, Time Tracker quickly downloads data into QuickBooks saving hours of tedious work and reducing errors that can cause incorrect billing.

"Time Tracker saves us so much time when entering employee timesheets," said Leticia Zaragoza of K Page Kistler, PC in Virginia Beach, Va. "Plus, I have total control when managing these entries for billing."

• After-the-Fact Payroll: Approximately 28 percent of the 250,000 accountants who work with QuickBooks perform after-the-fact payroll services, entering payroll data from paychecks that clients have prepared themselves. To save accountants considerable time and effort, QuickBooks Enhanced Payroll for Accountants features a new After-the-Fact Payroll spreadsheet-style data entry tool that transforms this traditionally time-intensive task into a simple process.
• Increased List Limits for Growing Businesses: Mid-market businesses using QuickBooks Enterprise Solutions 7.0 can add a hundred thousand or more inventory items, customers, and vendors as they grow - an increase of more than 400 percent.

Pricing and Availability

QuickBooks Premier - including industry-specific editions for accountants, contractors, manufacturers and wholesalers, nonprofits, professional service firms, and retailers - is priced at USD$399.95.

QuickBooks Pro retails for USD$199.95, and QuickBooks' entry-level product, QuickBooks: Simple Start Edition, is USD$99.95. A new three-user value pack for QuickBooks Pro is USD$ 499.95, and a five-user value pack for QuickBooks Premier is USD$1,499.95.

QuickBooks 2007 products are currently available direct from Intuit at: http://www.quickbooks.com. They will be available starting on October 11, 2006, at fine retailers everywhere, including Amazon.com, Best Buy, CDW, Circuit City, CompUSA, Costco.com, Fry's Electronics, Office Depot, OfficeMax, Sam's Club, and Staples.

For mid-market companies, QuickBooks Enterprise Solutions 7.0 starts at USD$3,000 for a five-seat license and is available for up to 20 simultaneous users. The QuickBooks Enterprise price includes a 12-month full-service plan that entitles businesses to 24/7 technical support from a dedicated support engineer, product upgrades, data recovery, reporting services, interactive training tools, and automatic renewals. QuickBooks Enterprise can be purchased directly from Intuit by calling 866-379-6635 (+1 866-379-6635).

About Intuit Inc.

Intuit Inc. is a leading business and financial management solution provider for small and mid-sized businesses, consumers, and accounting professionals. Its flagship products and services, including QuickBooks®, Quicken®, and TurboTax® software, simplify small business management, payroll processing, personal finance, and tax preparation and filing. ProSeries® and Lacerte® are Intuit's leading tax preparation software suites for professional accountants.

Founded in 1983, Intuit had annual revenue of $2.3 billion in its fiscal year 2006. The company has nearly 7,500 employees with principal offices in 13 states across the United States and in Canada and the United Kingdom. More information can be found at: http://www.intuit.com.

Intuit, the Intuit logo, and QuickBooks, among others, are registered trademarks and registered service marks of Intuit Inc. in the United States and other countries.

As of Date: 2006-07-13

QuickBooks SDK 6.0 Feature List  

QuickBooks SDK 6.0, scheduled to be released in the fall of 2006, will include a number of new features requested by IDN member developers. Of course, QBSDK 6.0 will also support all parts of our previous versions of the QuickBooks SDK, so software built using QBSDK 5.0 or earlier can be easily migrated to QBSDK 6.0.

Integration with Additional QuickBooks Products 

QuickBooks SDK 6.0 is expected to include the following new features for use with U.S. editions of QuickBooks 2007 and QuickBooks Enterprise Solutions 7.0:   

Enhanced Data Access -- Transactions

• Support for BillPaymentCheckMod
• Support for CheckMod
• Support for CreditCardChargeMod
• Support for CreditCardCreditMod
• Ability to create Invoices (InvoiceAdd) from Sales Orders
• Support for JournalEntryMod
• Support for ReceivePaymentMod
• Support for TimeTrackingMod
• Ability to Query, Add and Delete Vehicle Mileage transactions
• Ability to set and query the "IsToBeEmailed" field on Invoices & Estimates (in Query, Add, and Mod operations)
• Support for "Other," "Other1," and "Other2" fields in all query, add & mod transactions
• Change TimeTracking to use BillableStatus enum in place of IsBilled & IsBillable (to enable indicating that time added has already been billed)

Enhanced Data Access -- Lists

• Support for AccountMod
• Ability to Query, Add, Delete, and Modify Vehicle list elements.
• Ability to query and modify the 5th address line (Notes) 
• Support for creating special accounts (e.g., accounts payable,  accounts receivable, CostOfGoodsSold, UndepositedFunds, etc.) via a SpecialAccountAdd request
• Support for creating special items (FinanceCharge, ReimbursableExpenseGroup, ReimbursableExpenseSubtotal) via a SpecialItemAdd request

Credit Card Transactions  (additional info available )

• Accept only "masked" credit card numbers in SalesReceiptAdd, ReceivePaymentAdd, & ARRefundCreditCardAdd transactions
• Enable identification of credit card present ("swipe") transactions
• Provide a ClientTransactionID field for future use by the QBMS reconciliation feature

Documentation

The QuickBooks SDK Documentation Suite is being improved with QBSDK 6.0. In particular, we expect to include the following:

• A  new Onscreen Reference (OSR) that simplifies the lookup for supported requests and fields for a specified QuickBooks edition or set of editions and also has complete documentation
• Improved QBFC documentation
• A  QuickBooks Web Connector manual

As of Date: 2006-07-13

QuickBooks SDK 5.0 Feature List  

QuickBooks SDK 5.0, available to IDN members for download, includes a number of new features requested by IDN member developers. Of course, QBSDK 4.0 also supports all features of our previous versions of the QuickBooks SDK, so software built using QBSDK 4.0 or earlier can be easily migrated to QBSDK 5.0.

Integration with Additional QuickBooks Products

QuickBooks SDK 5.0 can be used to develop software that integrates with any or all of a long list of QuickBooks products, including the following, which is new for QBSDK 5.0:

• QuickBooks Simple Start Edition (2006 and later)
• UK Editions of QuickBooks (QuickBooks Pro and QuickBooks Accountant, 2003 and later)
• QuickBooks Merchant Service (for credit card processing). QBMS can be used with QuickBooks or independently; QBMS transactions can be downloaded into QuickBooks, where they can be reconciled.

QuickBooks SDK 5.0 includes the following new features (unless otherwise noted, features unique to QBSDK 5.0 can be used only with U.S. editions of QuickBooks 2006* and QuickBooks Enterprise Solutions 6.0*):   

Credit Card Transactions 

• Support for credit card refunds (ARRefundCreditCard Add/Query)
• Support for credit card payment data in SalesReceiptAdd and ReceivePaymentAdd requests (using QuickBooks 2005 R5 and later)

Performance Improvements (additional info available)

• New iterator functionality for queries that makes it easy to walk through large amounts of returned query data in “chunk” sizes that you specify.
• Enable significantly improved performance when adding custom fields online items using InvoiceAddRq.
• Improved filtering on RefNum.

Additional Data Access

• Support for BuildAssembly: BuildAssemblyAdd/Mod/Query
• Ability to modify sales receipts: SalesReceiptMod
• Ability to specify which QuickBooks editions your application supports using a new QBAuthPreferences method (PutAuthFlags).

Support for Web-Based Applications

• The QuickBooks Web Connector provides a simplified mechanism for web server-based applications to communicate with QuickBooks via the QuickBooks SDK. This mechanism can be used with any version of QuickBooks that supports the QBSDK. (It can also work with QuickBooks POS via the QBPOS SDK.)

Events and Time Modified Support for Custom Fields and Private Data Extensions

• Events are generated for custom fields and private data extensions. Notice that data written to the custom field (via UI or SDK) or personal data extensions cause the Time Modified value for the parent object to be updated. (for more information, click here)

Improved Documentation

• The QuickBooks SDK Documentation Suite has been significantly improved with QBSDK 5.0.

* Notes on QuickBooks 2006 and QuickBooks Enterprise Solutions 6.0 :

With the release of QuickBooks 2006 and QuickBooks Enterprise Solutions 6.0, the file-based structure used for the company file in earlier versions of QuickBooks has been replaced with an industry-standard database. This is expected to enable future enhancements regarding storage, performance, and improved multi-user interactions. The QuickBooks SDK will continue to provide the only programmatic interface to QuickBooks; integrated applications written using the QuickBooks SDK will not need to change. 

The QuickBooks Enterprise Solutions 6.0 product includes a QODBC Driver for QuickBooks; this will enable read-only access to the QuickBooks data using standard SQL queries, which QODBC converts to QuickBooks SDK queries.

As of Date: 2006-12-16

IMPORTANT NOTE: To see how to install QODBC and connect to QuickBooks for the first time using Microsoft Vista, click here: How do I install and connect QODBC using Microsoft Vista? 

With Microsoft's release of Windows Vista, we wanted to ensure that our developers are informed about Intuit's plans for versions of QuickBooks before QuickBooks 2007 on vista. First and foremost, USA versions of QuickBooks 2006 and earlier will not be supported on Windows Vista.

Thanks to the Windows Vista compatibility "shims" from Microsoft, these versions of QuickBooks will successfully run, and many functions will behave normally. The user will be alerted that they are running in an unsupported configuration with wording similar to the following:

"When running QuickBooks 2006 or earlier on Windows Vista, you will likely experience instability and unreliable behavior, even though these problems may not appear immediately." 

One area we know will not work is that SDK-based applications, such as QODBC, will fail in BeginSession with an internal error due to an inability for shimmed applications to see each other or even other un-shimmed applications on vista. If you have a QODBC customer contemplating an upgrade to view, tell them they must update to v7.00.00.214 (or later)!

QODBC Version 7.00.00.207 contained what we had hoped the final piece would be vista compliant. The main changes were to move the ODBCINST.INI to "C:\Documents and Settings\All Users\Application Data\QODBC Driver for QuickBooks\ODBCINST.INI." All users should be able to read and write from there. All that is used for the global settings for QODBC.

The QODBCLOG.TXT Log file has been moved to C:\Documents and Settings\useraname\Application Data\QODBC Driver for QuickBooks (per user).

The new default for the optimizer file is "%UserProfile%\QODBC Driver for QuickBooks\Optimizer." New users will get that. Old users can change their path to that. With the %UserProfile% in the way, the optimizer .opt files will be saved in the user's folder (C:\Documents and Settings\useraname\Application Data\QODBC Driver for QuickBooks).

The last changes were to disable the Test Connection and Optimizer sync buttons when EditQDSN is started in elevated mode. (The Intuit qbXML SDK cannot be called from a formal application under vista) A help link has been added to explain why.

And lastly, a helper .exe called FQQBVSAV.EXE was added to allow a non-admin user to save settings to the System DSN after prompting for elevation.

Full vista compliance was scheduled for R4 since Intuit needed final vista bits to make the final preparations for QuickBooks '07. R5 will be slipstreamed to QuickBooks '07 users by Intuit before vista is available to the public. R5 can be found on Intuit's website under QuickBooks Product Updates at: http://www.quickbooks.com/support/index/ndxw_16_update.html.

QuickBooks qbXML SDK/Windows Vista Compatibility and QODBC

On the released version of Windows Vista, applications built with any version of the QuickBooks SDK (like QODBC) should work correctly with QuickBooks 2007 R5 and QuickBooks Enterprise Solutions 7.0 R5 (the latest available update releases of each), with the following caveats:

• The Vista user account must have its User Account Control (UAC) set to On (as recommended by Microsoft).
• QuickBooks and the QODBC application accessing the SDK should be run with standard user permissions (NOT elevated to run as administrator).
• Subscribing to custom menu events (UI extension events) does not work correctly in the current release.
• QuickBooks Web Connector 1.0 and QuickBooks Remote Data Sharing 3.0 are not supported on vista; new versions of each that work on view will be released soon.

Additionally, QuickBooks Point of Sale 6.0 will work on Windows Vista. However, if you are upgrading the operating system of a computer with Point of Sale software installed, you may need to reinstall Point of Sale to ensure it will launch correctly.

Please note that QuickBooks 2006 and earlier, as well as QuickBooks Point of Sale 5.0 and earlier, may not work correctly on Vista and that Intuit will not support those products on view.

For further information about Microsoft Windows Vista, QuickBooks, and the QuickBooks SDK, see this article on the IDN website.

Because of the SDK release's limitations in QuickBooks outside the USA, QODBC cannot be used under the Microsoft Vista operating system. Note: For QuickBooks users outside of the USA, this will mean that users will not be able to run QuickBooks and QODBC on Vista until further notice. We recommend that you keep using Windows XP in the meantime and hope that Intuit will rectify this issue in 2008.

You can view the QuickBooks announcements made regarding vista outside the USA at:

Australia/New Zealand/Singapore:
http://www.quicken.com.au/support/vistaUpdate.aspx
 
United Kingdom (UK):
http://www.quickbooks.co.uk/store/en/quickbooks/vista_faq.jsp?pd=vista
 
Canada:
http://support.intuit.ca/quickbooks/vista_faqs.php?pd=vista

QuickBooks SDK 4.0 Feature List  

QuickBooks SDK 4.0 includes a number of new features requested by IDN member developers. Of course, SDK 4.0 also supports all parts of our previous versions of the QuickBooks SDK, so software built using SDK 3.0 can be easily migrated to SDK 4.0.

QuickBooks SDK 4.0 can be used to develop software that integrates with a long list of QuickBooks Financial Software products. Features new to SDK 4.0 can be used with U.S. editions of QuickBooks 2005 and QuickBooks Enterprise Solutions 5.0 and/or with QuickBooks Online Edition.   

New Features Applicable to Multiple Types of Lists or Transactions:

• Ability to limit response data returned from Add, Modify, and Query operations to specified field(s) or aggregates. This could eliminate time spent handling unwanted data and decrease memory requirements. (additional info available here and here)
• Ability to get an approximate count of items returned in response to a query, with or without the returned objects.
• A new generic transaction query that returns data common to all transaction types, such as TxnID, style, time created, time modified, ListID, account referenced, etc. (The SDK equivalent of QuickBooks' "Advanced Find" function.)(additional info available)
• Significant performance improvements for single RefNumber transaction queries, speeding searches for specific transactions.

Accounts Payable Transactions (additional info available)

• Ability to add and modify Item Receipts.
• Ability to create a bill or an Item Receipt from a Purchase Order.
• Ability to link lines in new Bills or Item Receipts with lines in Purchase Orders.

Additional Data Integration

• Ability to add, modify, query, and delete Price Levels, which will be used by default in sales transactions added by the SDK unless a specific rate is supplied in a line item. (additional info available)
• Ability to use a "PaidStatus" filter with the ChargeQuery request.

Events and User Interface Integration

• Ability to specify that an application does not receive subscribed-to events generated by itself.
• The ability for UI Extension events to contain context data from the current QuickBooks form.
• Ability to use ListDisplayAdd/Mod requests to display Account and Item forms in QuickBooks.
• Ability to pre-fill specific data in TxnDisplayAdd requests, enabling an application to have QuickBooks enter a particular customer, vendor, etc., when opening a new transaction form.
• Ability to launch QuickBooks in the foreground (i.e., showing its User Interface) with a specific company file.
• Ability to filter transactions based on pay status (which enables applications to find which transactions are payable for a given customer).

Enhancements to the Integrated Application Approval Process (additional info available)

• Allow an application to request read-only access to a QuickBooks company file and notify the user that the application will only have read access to the data.
• Allow the user to set up unattended mode as part of the authorization dialog.
• Allow an application to require access to personal data during the application authorization process to avoid user errors.

QuickBooks Online Edition (QBOE)

• The ability of desktop applications to access QBOE using the same COM interface used with desktop QuickBooks reducesthe effort required to port an application to QBOE. (additional info available here and here)
• SDK support for discount, sales tax, and shipping information

• Entity and date filters for all transaction queries (i.e., InvoiceQuery)

For additional details on QBSDK 4.0 (including changes between QBSDK 3.0 and 4.0), see the QBSDK 4.0 Release Notes.

Next: Read about the features introduced with SDK version 3.0.

Problem Description:

I am using QODBC & trying to modify data in QuickBooks. In a few tables, I can't insert/update records.

I am getting a "[QODBC] Not supported" error when inserting records.

Also, I have noticed "Error Modify not supported on this table" in QODBC Logs when trying to update records.

Solution:

You may get a "[QODBC] Not supported" error if you try to insert the record in the Header/Master table directly without inserting the form in the Child/Detail table.

For Example, You may get a "[QODBC] Not supported" error if you try to insert a record directly Invoice/Bill/SalesOrder/PurchaseOrder, etc... table without inserting a document, the child table InvoiceLine/BillExpenseLine/BillItemLine/SalesOrderLine/PurchaseOrderLine.

OR

You may get the "[QODBC] Not supported" error or "Error Modify not supported on this table" in QODBC Logs If you trying to insert/update the record in the Read-Only table.

Below is the list of Read-Only which does not support insert/update operations. 

To know which tables/fields support insert/update. Please visit QODBC Data Layouts.

Click on the region of the QuickBooks edition you are using. Click "ALPHABETICAL LISTING OF ALL TABLES" under the "TABLE OVERVIEW" label & find the TableName for which you want to check the schema, and click the "Detail" link.

You will find QUERYABLE, UPDATEABLE, INSERTABLE, and REQUIRED ON INSERT columns against each field.

This will help you determine which fields are allowed in select, update, and insert queries.

Problem Description:

I would like to know if QODBC will convert QuickBooks Pro Desktop invoices into Microsoft Access.

The attached invoice is similar to what we need to export to Access. It doesn't have to be exact but needs to be able to show the descriptions, etc.

Solution:

You can export QuickBooks Invoices into MS Access report format using QODBC.

The first step is to create a new MS Access database & link the InvoiceLine table to MS Access.

Open MS Access. You can find it via Windows Start->All Programs->Microsoft Office.

A default database filename, Database1, appears in the box. You can edit this to a more relevant name, such as QuickBooks 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. We will use "Link to the data source by creating a linked table":

After selecting the access method and clicking OK, you will get a Select Data Source window.

Select the QuickBooks Data 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 the Example.)

For 64-bit MS Office, change QRemote DSN to QuickBooks Data 64-bit QRemote is the default DSN created when installing QODBC.

Access will return a list of available tables in the Select Tables window. Please, select the tables you want to extract data from. In this example, I am selecting the InvoiceLine table.

The linked table was added to MS Access.

Now, We will design a new report from Create->Report Wizard

The Report Wizard shows showing Linked table & available fields.

Select the fields you want to show in the report & click "Next."

Report Wizard showing selected fields. Click "Next" for more configuration.

You can sort records in ascending or descending order up to four fields & click "Next."

Select report Layout & click "Next."

Insert the report name & select "Modify the report's design," & click "Finish" to design a report.

The report design window is opened & Drag the table field into the report as per your requirement & design the information.

Select table field assigns a group to table fields by clicking the "Add a Group" button.

The select field for Group. In this example, I have selected "TxnID" all group fields are grouped for a particular TxnID.

The Group is created. Click "More."

Select "With a header section" & "With a footer section" to enable Group Header & Footer.

If you want to print one invoice per page (i.e., Only one invoice on a single page), click on the group footer for TxnID & set the Force New Page property box drop-down arrow, and select Before Section.

The report is designed. You can add labels & assign a group to table fields. You can view the information by clicking on "View."

The actual report will look as below in View mode.

You can select "Print Preview" mode to see all Invoice reports.

The Invoices in MS Access report format are shown below.

Please click here to download Sample Report.

Problem Description:

I would like to know if QODBC will convert QuickBooks Pro Desktop invoices into Crystal Reports.

The attached invoice is similar to what we need to export to Crystal Report. It doesn't have to be exact but needs to be able to show the descriptions, etc.

Solution:

You can export QuickBooks Invoices into Crystal Report format using QODBC.

The first step is to create a new report.

The Database Expert Window will be open. Expand the "Create New Connection" Folder:

Expand the "ODBC (RDO)" Folder:

The following screen will appear. Select "QuickBooks Data" DSN and Click "Next," finally click "Finish" on this screen:

There is no UserID and Password required for connecting QuickBooks Data using QODBC. So you can click "Finish" directly.

A list of QuickBooks tables will appear and is ready for selection:

Crystal Report will return a list of available tables in the Select Tables window. Please, select the tables you want to extract data from. In this example, I am selecting the InvoiceLine table.

For the table added to Crystal Report, click "Next" to add table fields in the report.

The Report Wizard shows showing table & available fields.

Now, Select the field which you want to show in the report by clicking the ">" button & click "Next."

Add group information to the report. We will group data by selecting the TxnID field and, clicking the ">" button, then clicking "Finish."

The report designer will show selected fields.

Now, We will add Customer details, Billing & Shipping details, TxnDate, RefNumber, Terms, and DueDate in the Group Header section. We will add InvoiceLine information (i.e., Item, Description, Quantity, Rate & Amount field) in the detail section. We will add SubTotal in the Group Footer section.

You can add the caption in report data using Text Object from Menu Insert >> Text Object.

In this example, I have added the below Text Objects.

You can draw the box in the report using Menu Insert >> Box.

In this example, I have drawn a box around the "Ship To" details

You can draw a line in the report using Line from Menu Insert >> Line.

I have drawn the below line in the "Ship To" Box.

Same way, I have drawn Box & Line on other report details.

If you want to print one invoice per page (i.e., Only one invoice on a single page), then select "Section Expert" & click on the Group Footer, enable the "New Page After" drop-down arrow, and click "OK."

You can view the report by clicking on the "Preview" tab.

The actual report will look like the below sample in Preview mode.

You can add the RefNumber parameter in the report. So you can see the invoice for a particular Invoice#. You can add the RefNumber parameter in the information to limit the records or view a single invoice.

You can add parameters by right-clicking on "Parameter Fields" & click "New."

Insert the parameter name, Choose "Static" as a list of values & choose "RefNumber" in the value field and click "OK."

Add a parameter to the report by dragging and dropping.

We need to link the RefNumber parameter with the RefNumber value in the report.

For linking, Right-click on "RefNumber" & click "Select Expert...".

In the select expert window, select "is equal to" & "{?RefNumber}" parameter & click "OK."

When you run the report, the crystal report will prompt for RefNumber, as shown in the sample below. Enter a RefNumber value and click "OK."

The report available for particular RefNumber.

Please click here to download Sample Report.

Problem Description:

In QuickBooks enterprise, the company information form shows me the company's business#.

In a custom report, the field is displayed as blank.

In VBDEMO, the field shows as blank.

I double-checked my odbc setup, which allows personal data to be accessed.

Solution:

The company information is on the Company table, i.e.

Select * from the company

The information you see is what is allowed by Intuit's qbXML SDK. Specific columns are only available in their respective country versions of QuickBooks, while "specialized to country" company information may not appear. '

Problem Description:

We upgraded to QuickBooks Enterprise 15, and now we cannot get QReportBuilder to refresh data.

The error is

Error message: Could not create ResultSet from DataSource definition.

Could not connect to Database. Error reported was:

Database API-specific error

Your Database has returned the following error code and description to Alpha Five.

Consult your database documentation for further information.

160 - 'Specified driver could not be loaded due to system error 182: (QODBC Driver for QuickBooks, C:\Windows\system32\fqqb32.dll).

SQL State is: IM003'

Solution:

You might face this issue if ssleay32.dll & libeay32.dll (Open SSL files) are corrupted or old.

To resolve this issue, You need to rename libeay32.dll & ssleay32.dll files from the QReportBuilder installation folder (i.e., C:\Program Files (x86)\QReportBuilderV10).

To rename the file, right-click on the file name & click "Rename."

After renaming the file, download the updated DLL by clicking here.

After downloading the file, Extract the zip file by right-clicking on the OpenSSL-Dependency.zip file & click "Extract ALL...".

File Extracted.

After extracting the file, Please copy it from the extracted folder & paste it into the QReportBuilder installation folder (C:\Program Files (x86)\QReportBuilderV10\) & test the report again.

Problem Description:

Can I use Dropbox/Google Drive with QuickBooks & QODBC?

Solution:

No, You can't use Dropbox/Google Drive with QuickBooks & QODBC because Dropbox/Google Drive is NOT supported by QuickBooks and can cause data file corruption. No locking or sync takes place in QuickBooks data files unless you use the server version in QuickBooks Enterprise.

As part of the integration, application details are stored. Also, The integrated application info is saved.SDS, LGB files, and other user profile/registry places. SDS/.LGB file, which is next to Company File, it could be possible that the file is changed on another machine and causing this issue. Dropbox or such services will sync it and may cause loss of integrated application certificate or be marked as Not allowed. The user must always approve QODBC in QuickBooks's integrated application window.

Problem Description:

We have four machines using the ODBC driver with QuickBooks and Access 2003 that work perfectly fine. The odd machine is a slightly higher version of Access to Windows XP and gets hung up when processing a query. With QuickBooks help, I have tested the ODBC driver on the XP machine, and it runs a test query fine. It is only when Access 2003 enters into the mix that it does not work. All machines are pulling from the same database.

Any ideas would be great.

Solution:

This sounds like an "Out of Stack Space" error when running a Sub Procedure in Access 2003. When you run a Visual Basic Sub procedure that calls another procedure, you may receive the following error message:

Run-time error '28':
Out of stack space

CAUSE
This error message appears when one procedure in your module calls another procedure, and that procedure calls another procedure, and so on. The error message occurs in this case because when you call one sub-procedure from another procedure, the first procedure is not unloaded from memory until the system that it is called is finished. Because of this behavior, if you continue to call a procedure from another procedure, you may run out of stack space or memory allotted for the macro before the last procedure is called.

WORKAROUND
To work around this problem, call individual sub-procedures from one main procedure instead of calling one sub-procedure from another sub-procedure, and so on. For example, if you are calling sub-procedures, as in the following example

   Sub one()
      two
   End Sub

   Sub two()
      three
   End Sub

   Sub three()
      four
   End Sub
  
You can call these sub-procedures from the first procedure as in the following example:   

   Sub Main()
      one
      two
      three
      four
   End Sub 

Problem Description 1:

I want to be able to access QuickBooks to extract inventory data in database format. I believe this is possible with QODBC. My issue is that I do not want this person to have access to everything in QuickBooks (customer credit card information, payroll, financial information, etc.). Can I limit their access to the data with a user profile? 

Solution 1:

You can set up access right in QuickBooks by creating users & provide him/their rights.

For Example:

Create user "Jack" and assign Inventory rights only.



When you connect to QuickBooks using QODBC first time, you need to log in as Admin in the QuickBooks company file & the certificate for a particular QuickBooks User (In this example, "Jack").





Integrated Application shows Access rights for the user.



If the user is restricted from accessing a particular module from QuickBooks UI, then he cannot access the same from QODBC.

Now log out to QuickBooks as Admin & login as a user (In this example, "Jack").



Now we will connect using QODBC & try to access the ItemInventory table.



The user can access the ItemInventory table because the user has the right to access Inventory.

Now, We try to access the Invoice table.



No data returns. The user cannot access the Invoice table because the user has no rights to access the Invoice.

Now log out to QuickBooks as Jack & login as Admin & try to access the Invoice table.



Admin has Full access. So Invoice table will return data.

QODBC will use QuickBooks Logged in User access rights. Integrated Application user rights will be overridden if the logged-in user is different.

When QuickBooks is not running, QODBC will use auto-login user rights.

For Example:

You have accepted the certificate for User A & User A has Inventory access only. User A can access only Inventory data when User A is logged into QuickBooks.

User A can access other data If Admin or Another user (who has different access rights) is logged into QuickBooks.

Problem Description 2:

My colleague and I would have read/write access, and other employees' access would be more "read-only." So is it possible through QODBC? 

Solution 2:

You can set up access right in QuickBooks by creating users & provide them "View Only" rights.



Note: When you set up "View Only" rights for the user, at that time, the user is limited to View Only in QuickBooks UI and through QODBC.

You can disable write permission from QODBC by enabling "Read-Only Access" options from:

Start>>All Programs>> QODBC Driver for use with QuickBooks>>QODBC Setup Screen>>Advanced Tab>> Enable "Read-Only Access"



Note: When you disable write permission from QODBC. It will be affected by all users accessing QuickBooks data through QODBC. So it is impossible to disable the written license for the particular user.

Problem Description:

How to zip and upload the company file on http://qodbc.com/send

Solution:

Please download & install 7-zip if you haven't installed zip software. You can skip this step if you already have 7-zip/WinZip/Win RAR installed on your system.

Compress your QuickBooks company file using 7-zip

You need to navigate to your company file location where you placed it. After that, you need to right-click on the company file & click on 7-zip & "Add to archive.."



Select Archive format as "Zip," Enter the zip file password & click "OK."





Zip file created.

Compress your QuickBooks company file using WinZip/Win RAR

You need to navigate to your company file location where you placed it. After that, you need to right-click on the company file & click on "Add to archive.." select Archive format as "Zip," & click "OK."



You can set the password by clicking on "Set password..."



Enter the password & click "OK."



Click "OK" to create a zip file.





Zip file created.



After the zip file is created, navigate to http://qodbc.com/send & fill in all the details and upload the file using the "Attach File" button.



After the company file is uploaded, click "Complete Upload File" to complete the upload.



Using the QODBC site, you can upload company files with max 300 MB size. If your company file size is more than 300 MB, you can upload it to a third-party file-sharing site.

Please find below the list of the third-party site:

www.hightail.com
www.dropsend.com
www.sendspace.com
www.mailbigfile.com
www.wetransfer.com