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Replying to:
MirriamM
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Thanks for getting back, kmullins131.

 

You can create custom reports in ODBC compatible applications like Microsoft Access, Excel, pr Crystal reports. Let me show you how:

 

To connect with Microsoft Excel:

  1. Tap the Data menu from Excel.
  2. Choose From Other Sources.
  3. Click From Microsoft Query.
  4. Select Browse to locate the file datasource. It’s located in the same folder as your company file. This file has a 'DSN' extension and has the same name as your company file.
  5. Once you select the file, you will be prompted to authenticate. Use the credentials of the ODBC user that you created to connect to the database.

After you connect, you can start selecting different report views and pull your QuickBooks data into Excel.

 

To connect with Microsoft Access:

  1. Open Microsoft Access, then open a blank database.
  2. Tap the External Data menu and click More.
  3. Choose ODBC Database.
  4. Select the Import the source data into a new table in the current database.
  5. Click OK, then find the file data source that is needed to make the connection.
  6. Select the folder icon in the Look in: section. 
  7. Go to the location of your company file and select the DSN file and enter the credentials of the ODBC user you created.

To connect with Crystal Reports:

  1. Create a new report from the Crystal report.
  2. Open the Database Expert.
  3. Click Create New Connection and select ODBC (RDO).
  4. Pick Find File DSN.
  5. Select the button next to the File DSN field to locate the file datasource. 
  6. Go to the location of your company file and select the DSN file and enter the credentials of the ODBC user you created.

For more information about this process, see this article: Open Database Connectivity (ODBC) Driver FAQs for QuickBooks Desktop.

 

In case you have any other questions about reporting, feel free to visit this link: Custom Reporting Guide.

 

Feel free to message us again if you have other questions. We are always here to help. Have a good one.

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