QB to Excel Report Updating

dkmiller16

New Member
Joined
Oct 31, 2013
Messages
13
I am looking for a way around a QB/Excel relationship that I currently have. Up till now I would enter a sales order into QB and save, I then open an Excel Workbook I created, and using the ODBC driver I would "Refresh Data" and update "sheet1" with all open sale orders in QB. Since updating QB to a new version the driver no longer works, its always been a pain to work with and make changes to, and I am looking for a new solution. I tried to update the ODBC driver and reconfigure, that didn't work, but I don't want to have to go through that every time I update QB. As of now I am manually exporting a memorized custom report to a new Excel sheet to get the same data to my "sheet1" in my workbook that I use to create all my shop orders. On doing some research I find that after exporting and saving a report I should be able to open that workbook in excel, click the QB tab, click the update report tab and it will update the sheet. All sounds good but I don't have the QB tab, which after some digging I am finding I need to have the QBEXCELREPORTUPDATER 2003 and 2007 add-ins activated. There is the next problem it wont let me activate those 2 add-ins which I understand will give me the report updater and be able to do what I want to accomplish. Am I missing something obvious here? Thanks
 

Excel Facts

What did Pito Salas invent?
Pito Salas, working for Lotus, popularized what would become to be pivot tables. It was released as Lotus Improv in 1989.

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