May, 2005
Issue
2

Contents

Product Update
From the Support Desk
Website Product Links

Product Update

QODBC Version 5 Released for QuickBooks 2005/06

QODBC Version 5, the plug-in for QuickBooks data has been released for all Australian, New Zealand & Asia Pacific versions of QuickBooks® 2005/06 Pro, Premier, Accountant and Enterprise Editions. Existing QODBC users can download QODBC Version 5 for FREE!

QODBC v5 Download for all Editions (14.97MB)

If you're an existing QODBC user and have been using QuickBooks 2004, and have now upgraded to QuickBooks 2005/06, you will need a Serial Number Upgrade that's obtained by purchasing a QODBC Upgrade Driver for QuickBooks 2005/06. Click here to order your QODBC upgrade for QuickBooks 2005/06. Serial Number Upgrades to QODBC Version 5 are priced approximately half the price of obtaining a new license (for existing QODBC users only) and are only valid for the original licensed computer (SoftwareID).

Remote access is included in this new release, so a QuickBooks 2004 or 2005/06 user no longer has the constraints of having QuickBooks loaded on the same machine as QODBC & your front-end application of choice! A QuickBooks user can now be running anywhere - on a local area network, or even over the Internet, and has the ability to read and write QuickBooks data via QODBC Version 5. Now an Accredited Trainer or an Accountant has the ability to read/write their clients QuickBooks data or do reporting without the need of doing time consuming file transfers. Best of all the clients simply need to have the Free Basic Edition of QODBC installed on their machines to use the unencrypted remote product. See the "From the Support Desk" section immediately below for more information.

The following three new tables make working with QODBC v5 even easier:-

  • Entity: Combined list of all entities: Customers, Employees, Othernames, Vendors; with minimum common fields.
  • Item: Combined list of all Items: ItemInventory, ItemNonInventory, ItemOtherCharge, ItemInventoryAssembly, ItemService, ItemFixedAsset, ItemGroup; with minimum common fields.
  • Sales: A custom view that includes both the Invoice and SalesReceipt table information in the one table.

Please Note: All of our products don't work with QuickBooks EasyStart, Accounting (formally known as Lite), Plus or Small Business Editions. The Intuit/Quicken qbXML SDK is only available for use by us in QuickBooks® 2005/06, 2004 & 2003 Pro, Premier, Accountant and Enterprise Editions.


QDashboard Automates Integration of Yahoo Merchant Solutions
e-commerce data with QuickBooks


QDashboard eliminates the need for any manual entry of e-commerce receipts from Yahoo shopping carts into QuickBooks.

All of us realize the benefits of saving time by eliminating the manual entry into QuickBooks from e-commerce sales accounting. Utilizing Intuit's/Quicken’s application interface (qbXML SDK) for 100% data validation on all transactions and our own QODBC product, QDashboard has been developed as a universal "plug-in" for applications to access the QuickBooks database.

Now Yahoo Merchant Solutions users can directly import Sales Receipts from the shopping cart system into QuickBooks using the QDashboard template for Yahoo. QDashboard automates the transfer of data into QuickBooks with very little user intervention and with no programming required. The system can import orders in either text or XML format which have been saved to a folder on your hard disk, you can drag them into the program, or the program can be setup to check your e-mail box for the orders on demand or on a scheduled basis. In very little time you are eliminating manual data entry, eliminating possible entry errors and saving time and money.

The predefined templates contained in QDashboard have been built to support one or more sales items, capture credit card information if sent, import receipts as Invoices or Sales Receipts and add customer records if needed. Additionally, QDashboard works with other "shopping cart" services such as Americart, Authorize.Net, PayPal, and SWREG with additional templates supporting other shopping carts already planned.

Account executive, Linda Shember, of the software firm Cogitate says "SWREG handles all of our e-commerce sales. For years we had to copy and paste the information sent in the SWREG email into QuickBooks. Since implementing QDashboard in our office, we no longer do any manual data entry for these orders. QDashboard has been configured to check our email server and retrieve any email from SWREG, creating a sales receipt for every SWREG order. It’s like having your own personal assistant who works 24/7, doesn’t take coffee breaks or ask for vacation time, enters data flawlessly and also works for free. What more could you ask for!"

QDashboard is priced at A$218.90, and is immediately available to work with the Americart, Authorize.Net, PayPal, Yahoo Merchant Solutions and SWREG shopping cart systems. A full 30 day working evaluation can be downloaded for FREE!

QDashboard Download (19.55MB)

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From the Support Desk

This month's support incident article comes from a QODBC Pro Read Write Edition user that asked,

"How do I setup QODBC Remote for QuickBooks 2004?"

QODBC Version 5 now has the ability to talk to a copy of QuickBooks running anywhere in the world over the Internet, or over your local area network. This feature is built-in and requires no additional charge. You don't need the new QuickBooks 2005/06 release for this to work, you just need to download and install the new QODBC v5 driver release which is available for FREE (see above).

Note: This feature transfers data in an un-encrypted fashion (plain text), so if you are using this feature over the open Internet with live data you may want to consider purchasing the QODBC SSL encrypted version of the iBiz Intergrator from us. If you need to connect to a remote QuickBooks file securely across the internet itself from a server, please contact us with your requirements and we will tailor a solution.

To get this feature to work, simply install QODBC v5 on both the machine you have hosting the data (the one running QuickBooks), and the machine you want to use the data from (the remote system or client). Once this is done, a few simply settings in the driver setup screen are all that is required to use this data remotely.


Setup Remote Access - Host Side - PC Running QuickBooks

The iBiz Remote Connector is a new module that ships with ALL versions of QODBC including the FREE Basic Edition. It can be started on any console that has a version of QuickBooks running.

Click on "Start" and "All Programs" and locate the "QODBC Driver for QuickBooks" program group on your desktop and select the "QODBC Remote Connector".

This will launch the IBiz Integrator Setup. The "Connection" tab allows the setting of the HTTP port the Remote Connector will use. The default is :2080. Write this down and use the same port number when setting up QODBC to communicate with this Remote Connector. Click "Start Server on Application Start" to make sure this connector is always running.

It is recommended that you turn on authentication. If turned on, the values specified here must match the values on the QODBC Advanced Setup screen to communicate with this Remote Connector.

Right click the network icon in your system tray and select Status, then click on the Support tab and write down the IP number assigned to this machine.

We also recommend using SSL Encryption/Security if your LAN is not a secure connection, i.e. the internet. You must purchase an upgrade from us to use this option. Only the remote systems or client machines performing queries with QODBC and getting results need the SSL upgrade key, not the host - the PC running QuickBooks.

After the Remote Connector is configured, press the “Start” button to turn on the Remote Connector. You can close the screen (By pressing the “X”) and the Remote Connector will be removed from the screen but remain in the system tray. When you wish to stop the Remote Connector, right click on the system tray Icon, select “Show” then press the “Stop” button then the “Exit” button.


Setup Remote Access - Remote Side - Client Application

Click on "Start" and "All Programs" and locate the "QODBC Driver for QuickBooks" program group on your desktop and select the "QODBC Setup Screen".

The “Advanced” button lets you configure a remote connection or calling QuickBooks Online Edition (North America users only). It also allows the configuration of Maximum Field Name Length for development environments that can not handle the default of 50 character field names.

Pressing the “Advanced” button brings up the Advanced dialog box.Checking the "Connect to /n Software’s iBiz Integrator for QuickBooks Remote Connector" checkbox activates the fields required to setup connecting to a Remote Connector running on another computer or even on the same computer. The connection string attribute for this item is IBizRemoteConnect. It can be set to Yes or No. The default is No.

The URL addresses the host computer's URL and port that will be or is running the Remote Connector. The connection string attribute for this item is IBizRemoteURL. Its default value is "http://localhost:2080". An IP address can be supplied instead of a computer or domain name. An example would be: http://198.49.210.1:2080. The IP number in this example "198.49.210.1" should be replaced with the number you wrote down earlier when setting up the Host machine (see above). The port, :2080 in the examples, must match the port the Remote Connector is configured to use.

The User Name is required if authentication is turned on in the Remote Connector you are connecting to. The user name must match the one configured in the Remote Connector you are attaching to. The connection string attribute for this item is IBizRemoteUID. The default is admin.

The Password is required if authentication is turned on in the Remote Connector you are connecting to. The password must match the one configured in the Remote Connector you are attaching to. The connection string attribute for this item is IBizRemotePWD. There is no default value.

Ask for password if invalid can be checked to allow the user to enter a user name and password if the ones in setup are not valid. During connection the user will be prompted to enter a user name and password. If not checked, and the user name and password are invalid, then an error message is returned to the calling program. The connection string attribute for this item is IBizRemotePromptForPWD. The valid values are Yes and No. The default value is Yes.

Timeout can be used to configure how many seconds QODBC will try and connect to the Remote Connector. The connection string attribute for this item is IBizRemoteConnTimeOut. The default value is 120 seconds.

The SSL Cert is used with the upgraded SSL Remote Connector. If you create your own certificate using the Remote Connector, you can export that certificate to a file in the Remote Connector. The SSL Cert is a path to that file or a copy of that file. The connection string attribute for this item is IBizOESSLServerCert. The default is an empty string. The “…” can be used to search for the file in the file system.

Hosts Behind Routers
Many sites use a router box to connect multiple PC's to a single broadband connection. When setting up a host to allow a remote PC to access the data on a machine, you will need to setup "Port Forwarding". In the case of a router, you are using only one network address (IP Number) but your router is allowing multiple computers to share this number. If you setup port forwarding, the router will be able to determine which PC in your shared network should get the incoming call from the remote user. Check your router configuration for further details.

Hosts Changing IP Numbers
Customers who do not have a persistent IP number (network address) such as those using dial-up internet, cable or DSL internet services which can change the IP number at any time, will need a small amount of additional setup to allow communication with their system even as the IP number changes. Try a free service like no-ip.com or zoneedit.com - these services will give you a physical name on the internet that will stay the same no matter what your IP number changes to, allowing you to set it up once and then forget it.

Setting Miscellaneous Properties That Affect Remote Connector Sessions
Reconnect Delay can be used to configure how many seconds QODBC will wait after it disconnects. This allows QuickBooks time to unload properly before the calling application returns to reopen the connection. The connection string attribute for this item is IBizReconnectionDelay. The default value is 0 seconds.

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Website Product Links

QODBC is an ODBC driver for reading and writing QuickBooks 2005/06, 2004 & 2003 Pro, Premier, Accountant and Enterprise accounting data files by using standard SQL queries. The Basic edition is FREE!
QDashboard automates the transfer of data to and from QuickBooks with very little user intervention, with no programming required! QDashboard eliminates the need to re-enter data manually, saving time and money and eliminating data transfer errors caused by manual re-entry.
QTableGrabber is an Excel Add-In that gives you access to QuickBooks data tables with virtually no limitation on transaction accessibility other than certain payroll information that Intuit does not make available outside its QuickBooks product line.
QReportGrabber allows you to create a live data link between QuickBooks report data and an Excel spreadsheet – all from within Excel. This innovative Excel add-in installs new menus directly in Excel, allowing you easy access to all available QuickBooks reports you are familiar with.
Last Price & Cost Grabber is a utility that displays a listing of both QuickBooks vendor costs and customer selling prices for a particular item – or range of items – in one central location. There's no need to run multiple reports, take extra time to select item filters, or re-arrange multiple windows to see both what you pay for an item, and what price you charge your customer. Each tab in Last Price & Cost Grabber can be used independently or in conjunction with each other.
QDataViewer is a multi-purpose reporting and data formatting tool designed specifically to use QuickBooks 2005/06, 2004 & 2003 Accounting data. The expandable platform of QDataViewer allows the customer to add an unlimited number of report variations to the included "canned" templates based on a basic knowledge of Crystal Reports 9. If they are not using Crystal Reports, Data Access Worldwide can also custom design reports based on customer needs.
Try our QuickBooks Tools & Utilities for 30 Days FREE!

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