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URL: https://www.cdata.com/kb/tech/quickbooks-odbc-power-query.rst

⇱ Use the CData ODBC Driver for QuickBooks in Microsoft Power Query

Use the CData ODBC Driver for QuickBooks in Microsoft Power Query

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
You can use the CData QuickBooks ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import QuickBooks data into Microsoft Power Query.

The CData ODBC Driver for QuickBooks enables you to link to QuickBooks data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import QuickBooks data into Microsoft Power Query.

About QuickBooks Data Integration

CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:

  • Access both local and remote company files.
  • Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
  • Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.

Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.


Getting Started


Connect to QuickBooks as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.

Requests are made to QuickBooks through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

The first time you connect, authorize the Remote Connector with QuickBooks. See the "Getting Started" chapter of the help documentation for a guide.

Import QuickBooks Data

Follow the steps below to import QuickBooks data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: 
    Provider=MSDASQL.1;Persist Security Info=False;DSN=CData QuickBooks Source

  3. Enter the SELECT statement to import data with. For example: 

     SELECT Name, CustomerBalance FROM Customers
    👁 The ODBC connection string and SELECT query. (Salesforce is shown.)

  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

    👁 Tables loaded in Power Query. (Salesforce is shown.)

Ready to get started?

Download a free trial of the QuickBooks ODBC Driver to get started:

 Download Now

Learn more:

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QuickBooks ODBC Driver

The QuickBooks ODBC Driver is a powerful tool that allows you to connect with live data from QuickBooks directly from any applications that support ODBC connectivity.

Access QuickBooks data like you would a database - read, write, and update Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface.