Crystal Report In QuickBooks Desktop

Crystal Report In QuickBooks Desktop
  • January 2, 2024

In QuickBooks, there are available crystal reports to create custom reports from several data sources. You can easily use it to monitor the information. The CData ODBC driver is required to access the crystal report.

Using Crystal Reports to Reverse

Crystal report is generally known as the tool that allows you to extract the data from your QuickBooks software. But for using the Crystal reports with QuickBooks, you need to download and make use of the driver named QuickBooks ODBC.

This is not the usual driver that is used as it has some special features whenever there is a Query made for the QuickBooks table, the QODBC will show the counter panels of every QuickBooks table, displaying the documentation that was reinstated from the table.

The QODBC will allow you to access and modify the QuickBooks accounting data files with the help of some standard query language.

How to Create the Crystal Report with QuickBooks Desktop

  • First of all, launch your QuickBooks software.
  • Then start creating the report either by the manual method or by the New Report Wizard.
  • Next, you need to click on the Create New Connection folder node to expand it.
  • After that click on the plus symbol to open the ODBC (RDO) window.
  • Now choose the QuickBooksData.dsn option and tap on the Next button.
  • Further, tap on the finish button at the bottom of the window.
  • Then you can see that the selection for the QuickBooks table is visible on the screen.
  • Now you have to choose the different or suitable tables for making your report.
  • Next, go through the data layout and associate the tables.
  • After following this process you will see the fields of the table are accessible and ready for selection.
  • At last, you need to click on the Run Report button to create a report.
Note: Now another most important thing that you need to download and configure is the QODBC as without the database connection you won't be able to fetch and save any data.

How to Configure QODBC driver for Crystal Reports?

To configure the ODBC driver follow the instructions step-wise and make sure you do not skip any of the steps, otherwise, it can create some sort of issues with the configuration and the connection with the QuickBooks data.

  • First of all, you need to launch your QuickBooks Desktop software.
  • Then go to the menu bar and select the File menu.
  • Next, choose the Utilities tab and click on the Setup ODBC option.
  • After that tap on the General tab and select the option named “Use the Company file that’s now open in QuickBooks”.
  • Further, go to the data source name field and type in QuickBooks Data there.
  • And then you need to search for the Test connection button and tap on it to check if the connection has been acquired or not.
  • Note: If you want to run your test connection successfully, then make sure that you have logged in as the administrator in the QuickBooks software.
  • Now if there is a successful connection and you receive a message saying the test connection is successful then you need to tap on the OK button and choose the Apply option.
  • Then go to the messages section and tap on it, if you find that the detail tracing checkbox is checked then uncheck it.
  • Next, check the checkbox named Display Optimizer Status Panel.
  • Further, tap on the Apply button.
  • Now go to the Optimizer section and tap on it select the Use Optimizer checkbox
  • Make sure the default and favorable Optimizer file path are set as(%AppData%\QODBC Driver for QuickBooks\Optimizer).
  • Next, select the start button of each query and tap on the OK button to exit the setup of the ODBC Driver.

Issues Faced By Users

  • At times, the user is not able to set up the connection of ODBC and this causes an error while generating the report.
  • The user also faces issues of data not being displayed in the report and failure in publishing the reports.
Need Experts Help?

To get the solution to all these issues, feel free to contact our SMB QuickBooks experts. They will provide you with round-the-clock assistance. For more information, contact our SMB QuickBooks Technical Team at a time convenient to you. They will guide you properly and will give the best solution. 

Frequently Asked Questions

What are the crystal reports?

Crystal reports are known as intelligent applications users use to generate custom reports from different data sources. It contains the significant features required for a business to generate a database reporting environment like report design, application integration, report formatting, and data access, etc.

How did the crystal reports operate with QuickBooks?

Crystal reports have several features for offloading data processing during remote processes. It helps to switch on real-time reporting. The CData ODBC driver for QuickBooks helps to access crystal reports.

Here are the steps to execute standard reports:

  • Locate the Start button
  • Select programs
  • Hit on Crystal Reports
  • Select any of the files you need to open
  • Choose the File option
  • Locate the Crystal Reports toolbar
  • View the report and then
  • Click on Print Preview

How can I create a crystal report in QuickBooks?

  • Firstly, create a table in the database
  • Now make a View appear in the database to view the information of an employee
  • Locate Visual Studio
  • Discover Solution explorer
  • Do a right-click on the project name
  • Choose to Add and then New item
  • Hit on Crystal Report
  • Choose the OK option

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