QuickBooks Workforce and Microsoft Excel Integration

How to connect QuickBooks Workforce database with Microsoft Excel


                                              
You will need the latest MySQL Connector/NET and MySQL Connector/ODBC drivers in order to connect your QuickBooks Workforce data to Microsoft Excel. The links can be found below. Download the driver based on whether your system is a 32-bit or 64-bit system.


Connection Instructions

  1. Open ODBC Data Sources (64-bit) by searching for it.



  2. Click on "Add" in the User DSN



  3. From the list, select MySQL ODBC 8.0 Unicode (your version could be different) and press Finish.



  4. You will then be prompted to enter your database information. You can get these details by navigating to My Integrations > QuickBooks Workforce PowerBI details > Connection Details.



    Data Source Name: Any name you like
    Description: Optional
    TCP/IP Server: Server name, Port: 3306
    User: Database username
    Password: Database password
    Database: Database name



  5. Press Ok when done with the above. This data source should now be populated in the User DSN tab. Close this window.



  6. Open Excel > Data > Get Data > From Other Sources > From Microsoft Query



  7. Select the data source you just created from the above steps and press ok.



  8. Select the tables and columns you need as per the normal procedure and load them into Excel.








  9. Once you follow the steps, your data will be available.



Support Questions

View Frequently Asked Questions

You can view our QuickBooks Workforce to PowerBI related FAQs from here.


View the Setup Document

You can view our QuickBooks Workforce to PowerBI Setup documentation from here.

Contact Us

We offer three support channels: 

Chat - Live Chat (24x5 support) from within your integration portal.  

Phone - #1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302

Email - support@syncezy.com

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