When the Add Your Excel Data window opens, select Browse and select the CSV file you want to import. One of the more well-regarded companies that offers ODBC drivers is CData ( and in this example, we will use their QuickBooks driver to link the data into Excel. Complete these steps to add the data: From the File menu, select Utilities, then Import. If you are not using QuickBooks Enterprise Solutions, you will need to obtain a driver from a third-party.
To access and install that driver, go to File, Utilities, Configure ODBC and follow the instructions provided there and in the QuickBooks Help system. If youre using something different, you can still use the import functions in your configured ledgers software. For example, if you have access to QuickBooks Enterprise Solutions, Intuit makes a driver available with that application at no additional charge. You can only import transactions via Client Accounting if your configured ledger is an MYOB Ledger. The solution is to export your chart of accounts to excel and email it to your payroll company so they have all data as it reads. Most mistakes occur when the chart of accounts do not match up. Numerous options exist for obtaining an ODBC driver for QuickBooks and QuickBooks Online. When your payroll company builds an import file for your payroll data all fields must match up to QuickBooks exactly for punctuation, capitalization etc. Think of the ODBC driver as a “middleman” between the database that stores your data (QuickBooks and QuickBooks Online) and the application that is requesting the data (Excel). Although QuickBooks and QuickBooks Online can share data through ODBC, you will not be able to take advantage of this feature until you obtain and install an ODBC driver onto your computer.