Install and Set up the QuickBooks Desktop Enterprise ODBC Driver

by James Antonio

The ODBC driver is important in your QuickBooks. It helps users to export their data from the QuickBooks company file. With the driver, the QuickBooks also won’t show you any error related to this like missing or damaged, etc. the custom reports can be created easily. The export can be done from QuickBooks to Excel files. The Excel is easily accessible and you can edit, or share it also.

QuickBooks Desktop Enterprise ODBC Driver

In this article, you get the steps to install and set up the QuickBooks Desktop Enterprise ODBC driver. So read it carefully for related information.

What is QuickBooks Enterprise ODBC Driver?

ODBC is the Open Database Connectivity driver. It helps you to connect the QuickBooks company files to the third-party application process. These applications are Microsoft Excel, Crystal Reports, and Microsoft Access. You can easily use this to design your personalized invoices, own reports using data from multiple company files, create mail merges, and many other things. It supports you to write your own queries using SQL (Structures Query Language).

How to install and set up the QuickBooks Desktop Enterprise ODBC driver?

The detailed process is here for how you can download, install, and set up the ODBC driver for your QuickBooks Enterprise account. Follow this process to get it done on your own with simple steps. The steps are as follows:

To Download and Install ODBC Driver

  1. Firstly, download the ODBC driver for your QuickBooks Desktop Enterprise software.
  2. Save the file to the location where you remember it.
  3. After completing the download, go to the location where you saved it.
  4. Double-click on the .exe file to install it.
  5. It shows you the instructions one step after another to install it properly.
  6. When the instructions are completed click on the Finish button.
  7. Now you are done with download and install of ODBC Driver.

To Set up ODBC Driver

QuickBooks Enterprise ODBC Driver
  1. Open QuickBooks Desktop Enterprise.
  2. Then click on the File menu option.
  3. Further, select the option Utilities.
  4. Click on Configure ODBC option.
  5. Go to the General tab.
    • You have to click on Use the company file that’s now open in QuickBooks.
    • Enter the QuickBooks data in the Data Source name.
    • Then choose Test Connection to QuickBooks (for running the test you must be signed in as the admin).
    • When it displays the Test Connection to QuickBooks Successful then click on the OK button.
    • After that, click on the Apply button to apply these changes.
  6. Now, go to the Messages tab.
    • Remove the tick mark from the checkbox of Detail Tracking (Slow).
    • Tick mark the checkbox named Display Optimizer Status Panel.
    • For checking the details about the running ODBC, click on the Display Driver Status Panel. It helps you to check the number of running activities. It also provides you the speed assessment using the non-optimized and optimized data.
    • Then click on the Apply button to apply all the changes.
  7. Go to the Optimizer tab.
    • In this, click on the Checkbox Use Optimizer.
    • The default path of the file is %AppData%\ODBC Driver for QuickBooks\Optimizer.
    • In the field, Keep my optimized data up to date as of.
    • You have to click on The Start of Every Query. As this is the default setting of the driver. If you don’t concern about the speed but required the data with the latest and every moment update then choose this default setting.
    • After that, click on the Apply button to apply the changes in this tab.
  8. Click on the OK button to close the window.
  9. Now you are done, restart your computer and start using QuickBooks.

In conclusion, follow the whole process step-by-step to do install and set up the QuickBooks Desktop Enterprise ODBC driver encounter with any problem or error.


Need Some one on one QuickBooks Assistance?


How to connect ODBC to MS Excel after install and set up the ODBC driver in QuickBooks Desktop Enterprise?

This connection is possible because the ODBC user is created in the QuickBooks software. The steps are:

Open MS Excel.
Click on the Data menu.
Further, click the From Other Sources.
Then choose option From Microsoft Query.
Click on the Browse option for locating the data source.
When the file selection is done.
You are prompted to authenticate.
Now, use the credentials of the ODBC user that you have generated to connect with the database.

Can I install and Set up the ODBC Driver in QuickBooks Desktop Pro and Premier also?

Yes, you can do install and set up ODBC driver in any of the QuickBooks versions and editions. In case you are not able to do it then connect with the QuickBooks Help desk to get it done easily.

Are QuickBooks users different from ODBC users?

Yes, both users are different from each other. The login of QuickBooks and ODBC is separate, so if you are an admin even then you have to create a new account in ODBC to connect with QuickBooks for Custom Reporting. The permissions of ODBC users are not the same as the QuickBooks users. The users who have open access to QuickBooks are the only users with whom login information is shared.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

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On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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