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
 

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