Typical Profit and Loss Budget Overview Report (for the current Fiscal Year to Date) in QuickBooks

Note: The QuickBooks Sample files set the QuickBooks date to December 15, 2007. Hence the current Fiscal Year shown above is October 1 through December 15, 2007.

Report Displayed in QODBC

Stored Procedure Command

      With QODBC, the same report can be generated using stored procedure reports like this:

      sp_report ProfitAndLossBudgetOverview show ReportSubtitle, Text, Label, Amount
      parameters FiscalYear = 2007, BudgetCriterion = 'Accounts',
      SummarizeBudgetColumnsBy = 'Date', SummarizeBudgetRowsBy = 'Account'

Display in QODBC

Predefined Parameter Options

      All the predefined parameter values available to you in a report can be found by running:

      sp_parameters reportname

Typical Profit and Loss Budget Overview Report (by month for the whole year) in QuickBooks

       Some users prefer to see their Profit & Loss Budget Overview report by month for the whole year. This can only be done for previous fiscal years:

Report Displayed in QODBC

Stored Procedure Command

       With QODBC, the same report can be generated by setting the Fiscal Year to 2006 like this:

       sp_report ProfitAndLossBudgetOverview show ReportSubtitle, Text, Label,
       Amount_1 as Oct, Amount_2 as Nov, Amount_3 as Dec, Amount_4 as Jan,
       Amount_5 as Feb, Amount_6 as Mar, Amount_7 as Apr, Amount_8 as May,
       Amount_9 as Jun, Amount_10 as Jul, Amount_11 as Aug, Amount_12 as Sep,
       Amount_13 as Total_Amount
       parameters FiscalYear = 2006, BudgetCriterion = 'Accounts',
       SummarizeBudgetColumnsBy = 'Date', SummarizeBudgetRowsBy = 'Account'

Display in QODBC