The QuickBooks SDK is installed on all the Swizznet QuickBooks for those wishing to extract data QuickBooks data via VBA code in Excel. To use this functionality, do the following:
- Open QuickBooks on Swizznet and open your QuickBooks file you'd like to extract data from
- Export something from within that QB file into Excel (Report, etc) into a new Excel Workbook. It doesn't matter what you export.
- Once Excel has opened with the new workbook and data that you exported, go to File>Open and select your excel file with the VBA code
This process will ensure that you open Excel on the same server as the QuickBooks application so that the two programs are able to communicate via the SDK.