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Forum : Update Quickbooks from Goldmine?Search Forum

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

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 Update Quickbooks from Goldmine? 
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  Alex E 
  
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 Posted : 2007-01-31 03:30:14

Hello - I want to be able to update the Quickbooks customer table from a SQL table in Goldmine. Can you tell me how I would accomplish this with QODBC?  In our case the QB customers come in from Quotewerks,not Goldmine,  so I'm never doing an insert, just an update for changes in contact name & title.  There's a unique key field that already exists in QB and SQL Goldmine for updating. What should I try? I have QODBC v7.00.00.207. I also have tools to get the data into another format - Access, csv, etc. - if that's what it takes to pull this off. thanks for any help!

 

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  Tom 
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 Posted : 2007-01-31 09:01:30

Sorry my understanding is that QuoteWerks, by Aspire Technologies, Inc., already creates new customers in QuickBooks and updates customer information in QuickBooks for you using the contact information retrieved from GoldMine? I believe it also creates and updates item information, and creates estimates and invoices in QuickBooks.

If you're wanting to see how to program QODBC instead, see: How do I create a new Customer, invoice them and mark the invoice as paid? 

 

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  Alex E 
  
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 Posted : 2007-01-31 09:28:34

True that Quotewerks creates new customers in Quickbooks.

It also will update customer information if/when new orders are placed. and exported from Quotewerks to QBks.   However, it does NOT retrieve and update contact info from Goldmine otherwise. 

For this reason I am trying to use QODBC to update customer information whenever it is adjusted in Goldmine, not just when new orders are placed. This is critical since there is ongoing activity in Quickbooks  calling for up to date customer data - invoices, credit memos, payments - even without orders coming in from QuoteWerks. 

Can this be done? If so, how?  Any help is appreciated!

 

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  Tom 
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 Posted : 2007-01-31 09:56:11

Basically you just need to export the customer address you need to update out of Goldmine and then read the values and create a UPDATE statement. An example of bill and shipping details can be seen at: address documentation . If you're using GoldMine v7 or higher, you can also link the QODBC customer table in SQL Server 2005 and write a procedure to read Goldmine's CONTSUPP table and update your QuickBooks customer table in bulk.

See:Does QODBC work with MS SQL Server 2005 Linked Tables? for more on SQL Server.

 

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  Alex E 
  
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 Posted : 2007-01-31 12:01:46
How do I ' read the values and create a UPDATE statement'? I can certainly create update statements in SQL but I also read that QODBC talks to Quickbooks using XML. I looked at the example but didn't really see how to adapt it for this use case - maybe I am missing something?  

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  Tom 
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 Posted : 2007-01-31 12:35:57

While QODBC talks to QuickBooks using XML, your UPDATE statements are the same format as any other database. The update will update the shipping city with the value GULFSHORE for Customer ListID: 'AD0000-1197762837'

UPDATE Customer SET "ShipAddressCity" = 'GULFSHORE' WHERE "ListID" = 'AD0000-1197762837'

 

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  Alex E 
  
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 Posted : 2007-03-24 07:45:54

Hello again Tom - this is a follow up to our previous thread, with some changes on our part.

We now have QB Enterprise 2007 which runs in multi-user host mode - I've also purchased the read/write version of the QODBC driver and have updated to the most recent build.

I still have the same unmet needs, which are:

1. Update Quickbooks with changed customer information from Goldmine 6.7 CE (backend on SQL server 2000)

2. Insert and Update Goldmine with transactional data from Quickbooks, including payments, credits, invoices etc.

From what I can tell, the QODBC driver still does not support transactions in SQL, so I am unable to use the integration tool I've relied on so far (Anvil) with QB as an ODBC data source.  (Even with the 'simulate transactions for SQL server' checked).

Here are a couple of other options I've heard - please let me know if they can be accomplished:

1. Create an external link to the QB data that appears as a SQL db.  It appears this can only be done with the Linked Servers features, the web server edition of QODBC and the choice of DCOM or remote connector...I was hoping there might be a simpler way to create a view that behaves like a SQL database. Is there?

2. Create an intermediate database - for example in MS Access - and use it as the way station for changed data in QB and GM.  I'm fine to do this, but don't know how I would set up and schedule automated read/write actions between QBs and Access.  If you can point me to documentation on the tools available for that I would greatly appreciate it!

3. If there's another approach you know of that I don't please let me know - thank you!

 

 

 

 

 

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  Tom 
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 Posted : 2007-03-24 10:15:27

Again most of us would write a program to read both databases (Goldmine via SQL Server and QuickBooks via QODBC) and perform the operations we require, but if you're happy with MS Access then see: Can I use DoCmd.TransferDatabase command in MS Access? 

I just don't have a copy of Goldmine to tell you how to start.

 

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  Alex E 
  
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 Posted : 2007-03-27 04:08:55

My integration tool (Anvil) can call an external program and pass parameters to it. 

Is it possible to get the source code for vbdemo32?  If so, we could look at adapting it to be a callable external program.  Also, please confrim that vbdemo32 can be used both for read and write actions in Quickbooks.  Thanks.

 

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  Tom 
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 Posted : 2007-03-27 07:43:09
We have modified VB Demo to suit QODBC better, but the original source code to the program can be downloaded using this link: Visual Basic ODBC Demo Program 32 bit Source Code (35k) 

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  Alex E 
  
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 Posted : 2007-03-27 12:45:05
Thanks much - I appreciate it!    Also, please confirm this code can be used for both read and write operations.  Thank you. 

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  Tom 
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 Posted : 2007-03-27 13:12:20
VB Demo simply executes SQL statements, so if it's an update or insert statement, it will do write operations. 

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