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

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QuickBooks POS ODBC Driver

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

Access QuickBooks POS data like you would a database - read, write, and update QuickBooks Inventory, Transactions, Accounts, etc. through a standard ODBC Driver interface.



You can use the CData QuickBooks POS ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import QuickBooks POS data into Microsoft Power Query.

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

Connect to QuickBooks POS 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 POS through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks POS 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, you will need to authorize the Remote Connector with QuickBooks POS. See the "Getting Started" chapter of the help documentation for a guide.

Import QuickBooks POS Data

Follow the steps below to import QuickBooks POS 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 QuickBooksPOS Source
  3. Enter the SELECT statement to import data with. For example:

    SELECT ListId, AccountLimit FROM Customers
  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.