Undoubtedly, QuickBooks is a popular accounting software. The program is especially developed for gearing up the small and medium-sized industries. But when we talk about “QuickBooks and Microsoft Access integration” then, QuickBooks is not flexible. Access is a DMS and is also an integral part of Microsoft office suite of products. With this application, the users are authorized to efficiently use QB data files just like Access. QuickBooks and third-party agencies offer tools that are both helpful and necessary to sync QuickBooks with Access.
Benefits of QuickBooks and Microsoft Dynamics Access Integration:
With the integration of Microsoft CRM Access with QuickBooks, the user saves plenty of time and improves the accuracy. You can send or receive:
- Intricate details of the customers,
- Credit card transactions,
- Sales receipts,
- Purchase orders,
- Vendors, bills and other QuickBooks components between the desktop application and QuickBooks program.
With the help of third-party agencies, you can integrate QuickBooks into your existing MS Access. This goes perfectly aligned for both desktop and online application. Integration can even be customized to ensure what you need. In case you have employed your own Microsoft Access developer you can go through the QuickBooks Link library for developers. This Microsoft Access developer library authorizes integration with your QuickBooks program with the easy step by step guide.
How to Create a Table in Microsoft Access Database with QuickBooks
In order to get your QuickBooks and Access Integration done, you would need to follow the steps below:
- On your desktop, click on the start
- Choose all Programs then navigate from MS Office to MS Access.
- You desktop window will open up a default database named as Database1. The change can be renamed in case required to a preferable name.
- Click on the create button to start working on the new document.
- Once you are all set with the newly created database, navigate to external Data.
- Generate a connection by choosing External Data, click on more and then press the ODBC Database. You can even directly choose ODBC database option located at External Data menu.
- You will now see “Get External Data” window, which will then be accompanied by two different options:
- Data import in newly created tables: What this option does is directly extract your QB tables from your Access Database. This can then be further viewed and edited as per your needs. The editing of the tables can’t be uploaded to a new query to process is made.
- Data access by creating a linked table: With this option, the tables are extracted from the newly created table. But this will continue to update in QuickBooks at the same time. Hence all the tasks you perform within these tables will be uploaded directly to your QB account.
Hope you are now all sorted by your query:
In case you face some difficulty in executing the steps or have queries related to QuickBooks and Access integration, then you can directly reach out to us. The QuickBooks support team can be approached via toll-free phone number or live chat option. We will assure you get prompt and easy support.
We at AskForAccounting hire highly qualified and experienced professionals who are capable of handling all QB errors. Thus if you face issues then worry no more as we are available round the clock.