[QODBC-Desktop] How to run a Profit and Loss Standard Report in QODBC
Posted by Juliet (QODBC Support) on 07 April 2010 07:48 AM
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Typical Profit and Loss Standard Report in QuickBooks
Report Displayed in QODBCStored Procedure CommandWith QODBC, the same report can be generated using stored procedure reports like this: sp_report ProfitAndLossStandard show Text, Label, Amount_1 as Amount, Amount_1_Title as "As of"
To bring all the amount columns, use the following SQL statement sp_report ProfitAndLossStandard show Text, Label, Amount as Amount, Amount_Title
Predefined DateMacro Options All the predefined DateMacro options available to you are: |All|Today|ThisWeek|ThisWeekToDate|ThisMonth|ThisMonthToDate|ThisQuarter|ThisQuarterToDate Display in QODBC
Profit and Loss Standard Report (by month for the whole year) in QuickBooksSome users prefer to see their Profit and Loss report by month for the whole year:
Report Displayed in QODBCStored Procedure CommandWith QODBC, the same report can be generated by setting the SummarizeColumnsBy parameter to month like this: sp_report ProfitAndLossStandard show Text, Label, Amount_1_Title as Month_1, Amount_1, Predefined SummarizeColumnBy Options All the predefined SummarizeColumnsBy options available to you are: |Class|Customer|Day|Employee|FourWeek|HalfMonth|ItemDetail|ItemType|Month|Payee Display in QODBC
Change report to use "Cash" reportingStored Procedure CommandTo change these reports to use"Cash" reporting, just add the ReportBasis parameter: sp_report ProfitAndLossStandard show Text, Label, Amount_1 as Amount, Amount_1_Title as "As of" ReportBasis OptionsThe options are: |Cash|Accrual|None|
Profit and Loss Standard Report in QuickBooks in Collapse ModeIf I collapse the QuickBooks 2007 Sample Rock Castle Contruction company file Profit and Loss Standard Report it looks like this:
Report Displayed in QODBCStored Procedure CommandBy removing the NestedText6 (SubLevel 0) level, I can get similar results using QODBC: sp_report ProfitAndLossStandard show Text, Label, Amount_1 as Amount, Amount_1_Title as "As of" Display in QODBC
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I would like to inform you that you can not set column as a Header. But you can change column name using alias "as".
For Example:
sp_report ProfitAndLossStandard show Text, Label, Amount_1 as Amount, Amount_1_Title as "As of" parameters DateMacro = 'ThisMonthToDate', SummarizeColumnsBy = 'TotalOnly'
I would like to inform you that you can set columns as header using programing through VBA code or you can export report in spreadsheet than you can use lookup or formula as per your requirement.
Please refer below mentioned article for sample VBA code & export report in MS Excel:
http://support.flexquarters.com/esupport/index.php?/Knowledgebase/Article/View/2571/0/using-quickbooks-data-with-vba
http://support.flexquarters.com/esupport/index.php?/Knowledgebase/Article/View/2405/57/how-to-create-sp_reports-using-microsoft-excel-2007
Please refer below mentioned article to create Pass-Through Report using Microsoft Access:
http://support.flexquarters.com/esupport/index.php?/Knowledgebase/Article/View/2359/53/how-to-create-pass-through-report-using-microsoft-access-2003
When I try this
sp_report ProfitAndLossStandard show Text, Label, Amount_1 as Amount, Amount_1_Title as "As of"
parameters DateMacro = 'ThisMonthToDate', SummarizeColumnsBy = 'TotalOnly'
It gives an error saying that column "text" does not exist. How can i get rid of this ? has the column name changes since then ?
Are you running this report through QODBC Online?
If you are running ProfitAndLossStandard through QODBC Online, then I would like to share that number of columns & parameters in QODBC Online version & Desktop versions are different. So you can’t find same columns/parameters in QODBC Online same as QODBC Desktop.
Please refer below mentioned link for QODBC Schema:
http://qodbc.com/schema.htm
If you are still facing issue, I kindly request you to please raise a support ticket to the QODBC Technical Support department from below mentioned link & provide requested information:
http://support.flexquarters.com/esupport/index.php?/Tickets/Submit
I kindly request you to share more information about the issue you’re facing, so that we can locate the problem quickly.
We may need following information, I kindly request you to attach below listed files when replying to the ticket.
1) Screenshot of QODBC Setup Screen -- > About (Start>>All Programs>> QODBC Driver for use with QuickBooks>> QODBC Setup Screen >> About Tab )
2) Screenshot of the issue you’re facing.
3) Share the SQL statement you’re using.
Share Entire Log Files as an attachment in text format from
4) QODBC Setup Screen -- > Messages -- > Review QODBC Messages
5) QODBC Setup Screen -- > Messages -- > Review SDK Messages
You can use ClassFilterFullNames parameter in ProfitAndLossStandard report for filtering data according to Class. Please refer below query for the same.
For Single class filter:
sp_report ProfitAndLossStandard show Text, Label, Amount_1 as Sep, Amount_2 as Oct, Amount_3 as Nov, Amount_4 as Dec, Amount_5 as Jan, Amount_6 as Feb, Amount_7 as Mar, Amount_8 as Apr, Amount_9 as May, Amount_10 as Jun, Amount_11 as Jul, Amount_12 as Aug, Amount_13 as Total parameters DateMacro = 'LastYear', SummarizeColumnsBy = 'Month', ClassFilterFullNames='New Construction' where NestedText6 is NULL
For Multiple class filter:
sp_report ProfitAndLossStandard show Text, Label, Amount_1 as Sep, Amount_2 as Oct, Amount_3 as Nov, Amount_4 as Dec, Amount_5 as Jan, Amount_6 as Feb, Amount_7 as Mar, Amount_8 as Apr, Amount_9 as May, Amount_10 as Jun, Amount_11 as Jul, Amount_12 as Aug, Amount_13 as Total parameters DateMacro = 'LastYear', SummarizeColumnsBy = 'Month', ClassFilterFullNames='New Construction','Remodel' where NestedText6 is NULL
If you are still the facing issue, Please raise a support ticket to the QODBC Technical Support department from below mentioned link & provide requested information:
http://support.flexquarters.com/esupport/index.php?/Tickets/Submit
We may need the following information, Please attach below listed files when replying to the ticket.
1) Screenshot of QODBC Setup Screen -- > About
2) Screenshot of the issue you’re facing.
Share Entire Log Files as an attachment in text format from
3) QODBC Setup Screen -- > Messages -- > Review QODBC Messages
4) QODBC Setup Screen -- > Messages -- > Review SDK Messages
Refer: How to take screenshot: www.qodbc.com/links/screenshot.htm