Upon doing so, you will be prompted as shown in Figure 4 as to whether you want to return the data to Excel or edit the query in Microsoft Query. Generally, you should answer "no" to both of those questions. Upon clicking Next in the Query Wizard - Choose Columns dialog box presented in Figure 3, you will be asked if you want to filter and/or sort the data as part of the query. In the example shown below in Figure 3, data from the Budget Details table is being extracted into Excel.įigure 3 - Extracting Budget Details Data via ODBC into Excel Next, you will be presented with the option of selecting the table and fields you wish to pull into Excel.
#PEACHTREE ODBC EXCEL PASSWORD#
In this dialog box, enter the User Name of Crystal, leave the Password blank, and click OK.įigure 2 - Logon to Dialog Box for Peachtree ODBC Query Upon clicking OK in the Choose Data Source dialog box, you will presented with the Logon to dialog box shown in Figure 2. Then, from the Data tab of the Ribbon, choose From Other Sources, followed by From Microsoft Query to open the Choose Data Source dialog box pictured in Figure 1.įigure 1 - Selecting Peachtree Data Source from the Choose Data Source Dialog Box Once the ODBC environment is established, you can make a connection from Peachtree to Excel, by first opening Excel. In these cases, visit the solution offered in the Peachtree online customer support system by clicking here. When performing step 3, if you do not see "Pervasive ODBC Engine Interface," it is likely because you are using a 64-bit operating system. In the Data base Name field, find and select your Peachtree Company database. Select Start, Settings, Control Panel, Administrative tools, Data Sources (ODBC). According to Peachtree, to do so you will need to perform the following steps. To establish an ODBC connection between Peachtree and external applications, you must first set up the ODBC environment note that this is a one-time process.
With an ODBC connection in place, users can link data from their Peachtree accounting application to external applications for reporting, analysis, fraud detection, and other purposes.
#PEACHTREE ODBC EXCEL SOFTWARE#
Newer versions of Peachtree software allow users to establish Open Database Connectivity (ODBC) connections between the Peachtree database and external applications, such as Excel and Access.
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