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Configure the ODBC for QuickBooks Enterprise driver

QODBC driver for QuickBooks Enterprise Solutions allows you to export data from your company file to programs like Microsoft Excel, Microsoft Access, or Crystal Reports, Filemaker, Alpha, QlikView, Python or .Net. to create custom reports. Follow these steps to configure the QODBC driver.

Detailed Instructions

Configure the QODBC driver

  1. In QuickBooks, select the File menu, then choose Utilities > Set Up QODBC.
  2. Click the General tab.
    1. Select Use the Company file that's now open in QuickBooks option.
    2. In the Data Source Name, enter QuickBooks Data.
    3. Click the Test Connection to QuickBooks button.
      Note: You must be signed in to your company file as "Admin" to be able to successfully run the test connection.
  3. When the message "Test Connection to QuickBooks Successful" appears, click OK, then choose Apply.
  4. Choose the Messages tab.
    1. Clear the Detail Tracing (Slow) checkbox (if enabled).
    2. Select the Display Optimizer Status Panel checkboxes (if disabled).
    3. Optional: To view details of what QODBC is working on, select the Display Driver Status Panel.
      Note: When selected, QODBC detailed information will appear on a window above the system tray. This will show information such as the number of records processed and the current running activity in QODBC. It will also provide assessment of speed using optimized and non-optimized data, which will serve as an indicator if troubleshooting steps for the software's performance need to be done.
    4. Click Apply.
  5. Click the Optimizer tab.
    1. Select the Use Optimizer box (if disabled).
    2. Default Optimizer file path is (%AppData%\QODBC Driver for QuickBooks\Optimizer). This is the recommended path to use.
    3. Select The start of every query (if not selected), then click Apply.
      Note: Initial optimization time may vary depending on the file size. It usually takes 24 hours. The more transactions are made, the longer optimization will take. Once completed, data connections with QuickBooks will run faster.
  6. Click OK to exit the QODBC Driver setup.

Please refer to http://support.qodbc.com for tutorials, troubleshooting steps, syntax and support.

KB ID# HOW12059
3/27/2017 7:23:32 PM
QYPPRDQBKSWS05 9138 Pro 2017 1a2127