Excel Add-In for QuickBooks

Build 25.0.9434

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection settings for this provider.


PropertyDescription
ConnectDirectlySpecifies whether to connect directly to QuickBooks without using the QuickBooks Gateway. Use this property for direct communication with QuickBooks under specific conditions, such as matching application bitness and user permissions.
CustomFieldModeSpecifies the format used to display custom fields in the data. Choose between the traditional XML format for compatibility with older systems or the compact JSON format for modern tools and databases.
DelayAfterCloseSpecifies the delay, in milliseconds, applied after closing a connection to QuickBooks.
IncludeLineItemsSpecifies whether to include Line Item details when retrieving base transactions, such as invoices, from QuickBooks.
IncludeLinkedTxnsSpecifies whether to include Linked Transactions when retrieving base transactions, such as invoices, from QuickBooks.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
OtherSpecifies additional hidden properties for specific use cases., to be used only when our Support team advises it, to address specific issues. See Remarks for details.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from QuickBooks.
QBXMLVersionSpecifies the version of QBXML used in outgoing messages for interacting with QuickBooks Desktop Edition.
ReadonlyToggles read-only access to QuickBooks from the provider.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
UseRDSSpecifies whether the provider connects to QuickBooks using Remote Data Sharing (RDS). This setting is incompatible with connections made through the QuickBooks Gateway.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9434