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Forum : Linking Quickbooks DB to Access and ExcelSearch Forum

Forum Home > QODBC - ODBC Driver for QuickBooks > QODBC v7 Forum

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 Linking Quickbooks DB to Access and Excel 
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  JDB 
  
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 Posted : 2007-07-12 12:26:04

We are attempting to update some 974 item records in our local QuickBooks database. Because the updates relate mainly to prices we would find it much easier to make such changes in Excel, where the other cells that need to be updated are updated automatically by the formulas. If we update each record in QuickBooks the process is much more tedious.

So in order to update all the prices in Excel and have it update the Item prices in QuickBooks, we are attempting to link two tables within an Access file. One table is linked to the Quickbooks database and the other table is linked to the Excel database. We then want to link those two tables within Access so that when we update one the other is updated as well. By the way the Excel database is a mirror image of the Quickbooks database.

We can successfully create the Access file that has these two tables, one linking to the the QB data and the other to the Excel data however we can't get the tables to effect one another when one is changed.

How would we achieve this?

Any help would be greatly appreciated.

Thanks.

 

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  Tom 
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 Posted : 2007-07-12 13:56:37
This requires VBA programming using ADO. You need to loop through your table and update (changed values only) in the QuickBooks table. 

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  JDB 
  
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 Posted : 2007-08-01 06:56:29

I apologize for the delay in my response.

I may have overcomplicated the process and my question by adding Access to the equation.

Ultimately I would like to update values in the QuickBooks database by changing values in an Excel spreadsheet.

Does this still involve using VBA programming using ADO? Are there other options?

 

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  Tom 
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 Posted : 2007-08-01 08:26:49
Yes, it still requires programming. You can look at: Speeding up PriceLevelPerItem INSERTS? and PriceLevelPerItem Updates & Inserts for further information. 

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  JDB 
  
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 Posted : 2007-08-08 02:58:05

I'm new to Quickbooks and ADO so I appreciate your patience.

I understand how to manually Update and Insert for PriceLevelPerItem using SQL commands via the VB Demo, however I'm unsure of how to achieve these same Updates or Inserts using ADO and values from an external Excel Spreadsheet that I can loop through.

Are there code samples available for the ADO connection and how it references the Excel spreadsheet?

 

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  JDB 
  
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 Posted : 2007-08-08 04:43:13

Correct me if I'm wrong, but I should do the following:

Create a PHP script that will make two connections, one ODBC connection to Quickbooks and one ADO connection to Excel.

If that is the case than I guess I am looking for examples of how to update all the PriceLevelPerItem records in QB from the values in Excel without having to create a SQL statement that includes each price.

 

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  Tom 
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 Posted : 2007-08-08 10:05:36
The solution can be done various ways depending on the programming or script environment you end up using. This forum however is a QODBC forum. 

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  JDB 
  
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 Posted : 2007-08-08 13:28:29

My apologies. What I meant to say was...

In order to achieve what I'm attempting, could I not create a PHP script that would make two connections, one QODBC connection to Quickbooks and one ADO connection to Excel?

I would retrieve the updated prices from Excel via the ADO connection and then INSERT them via QODBC into Quickbooks.

Logistically is that typically how this type of process works?

If that is the case than I guess I am looking for examples of how to update all the PriceLevelPerItem records in QB from the values in Excel without having to create a SQL statement that includes each price.

 

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  JDB 
  
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 Posted : 2007-08-10 14:26:41

Hi Tom,

due to the given timeframe for this project, we would like to explore soliciting your fee based support services.

I talked to Marc in your sales department today and he said that I should talk to you via this forum and you would explain how best to proceed.

I am physically located in Canada. How do you prefer that I contact you?

I can forward you all the information related to the project.

 

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  Tom 
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 Posted : 2007-08-10 21:58:46

It would be more useful if you would simply state how the pricing of your items are determined? For example a tractor company wanted their SLP be also adjusted 2.5 X the cost of when the part was last brought. Likewise we can change price based on supplier etc.

Formulas can also be expressed in a SQL UPDATE statement.

 

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  JDB 
  
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 Posted : 2007-08-11 00:53:14

The pricing of our items are determined by numerous factors that apply to some items and not others. It is not the formula for this UPDATE that I need to determine just yet.

I need to understand logistically how to update prices in Quickbooks with values from an Excel spreadsheet.

How do you recommend I do this? Should I use a VB script to access updated prices from Excel via the ADO connection and then INSERT them via QODBC into Quickbooks?

Our timeframe is very tight and I would appreciate using your paid for support services. Please advise.

 

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  Tom 
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 Posted : 2007-08-11 08:20:50
You need to establish the rules so a program or script can be made. If you're just going to change the price by looking at a row, just use ItemInventory linked in MS Access in a datasheet view and change the price of the items you want to change. 

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