Excel Add-In for QuickBooks

Build 21.0.7930

Define New Tables

The add-in allows you to easily define new tables without the need for custom SQL.

Defining Custom Tables

While the add-in supports the explicit creation of custom tables via stored procedures executed in custom SQL queries (such as CreateReportSchema), the add-in also supports a more graphical, streamlined approach.

This is done using the add-in's Define New Table functionality. You can define a custom table as follows:

  1. Navigate to the CData ribbon and select From QuickBooks.
  2. In the Table Or View dropdown, select Define New Table. You may need to scroll up slightly to see this.
  3. A 'Define New Table' window will appear. Use the Table Schema Type dropdown to select the table type you want to generate.
  4. Configure the parameters to customize your table, then click the Create button to generate the table.
  5. You can then find your new table in the 'Table or View' dropdown.

Copyright (c) 2021 CData Software, Inc. - All rights reserved.
Build 21.0.7930