A general question

I have been watching Access 365 lessons at TeachuComp. The cobwebs are clearing a little more each day. I've been working on how to lay out the program. The Task management template offered in Access has a good foundation. Can Access be linked to QuickBooks? I live in a 1,511 home HOA and we have lots of assets and amenities, including an indoor swimming pool and a private 18-hole golf course, restaurant, and more. We have 2 1/2 office staff, 2 1/2 maintenance staff, 1 1/2 janitorial staff, 3 staff that cover the ProShop to be open 7 days a week and 8 grounds keeping staff keeping up the golf course. We lease the restaurant space to an operator but own all the equipment. We have never had a maintenance program other a little routine maintenance and putting out fires.
Question. If I use the Task List template and add fields to some of the tables, I would have to edit each form, report, and query. Where should I start? Second, if I change field titles, I receive warning messages about potentially disrupting relationships, so I stop. Do I work backwards and unlink tables and delete queries? Or do I start building a new Access Program and mimic an existing "Task list" template?
For me the template is a starting point - look at the table design and think (deeply) about whether they can hold the sorts of data you need. look for gaps you need - set your scope - eg will you need to track depreciation? service schedules? service companies/contractors/employees. When you have thought thru the data needs, map out your tables - and the relationships between the tables - post it here for review / advice. use AI to discuss the structure of your tables. Create your database and import useful elements from the sample database then modify - but only those things you understand. Then build your forms - look at the functionality in the template to see if you like the workflow. build on that - identifying and building the queries you will need for your forms and reports. This is your first database? It is a steep learning curve but there is lots of support/samples out there - ideas and snippets you can grab and use. Start simple, plan and build. Think about what happens after it is built : do you only expect yourself to use it? How would someone else take it over? Think documentation - describing its workings.
 
Can Access be linked to QuickBooks?
I think this is possible by using third-party ODBC drivers like this one.
 
At $499 a year ! :unsure:
 
I think this is possible by using third-party ODBC drivers like this one.

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Ouch!
 
Can Access be linked to QuickBooks?
Absolutely, YES. If you want direct access to Quickbooks, you need to purchase the quickbooks ODBC driver and you have to be running the application on the same LAN as Quickbooks. If you are using one of the Quickbooks versions in the cloud, you are probably SOL for direct access unless QB offers an API. This will not be fun for real time interaction. As indirect access, you can export files from QB that you import into Access and you can export files from Access that can be used to update QB. Again, if your QB is cloud hosted, you have the same problem. You are limited to whatever API they offer. I am not current on any of these methods. I have only worked with local installs that could use the ODBC driver which Access can just link to as it does to any other RDBMS.

I agree with @mike60smart. You couldn't pay me to use a MS template for anything. Let it give you ideas but build your own app from scratch. You don't save yourself any work by using poor examples. The new NorthWind is different since it was developed by Access developers for developers BUT it doesn't do what you want. So, you can get good technical ideas from it but not any application design ideas for the type of system you are building.

My community is small. Only 60 units so we don't have the bandwidth to manage running the show ourselves. We outsource to a company that handles the day to day work. The HOA board comes up with an annual budget with the management company and we approve the subcontractors who do the lawn, pool, and snow removal. For small fixits, the management company either uses their own staff or hires masons or carpenters or painters for whatever jobs they can't do. Mostly the HOA is responsible for exterior maintenance. We do get involved occasionally for interior jobs that are covered by insurance so a roof leak that causes interior damage would be fixed by us but probably by a subcontractor because the maintenance company wouldn't have the type of skills necessary to do drywall for instance.
 

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