Troubleshooting - How can I get links between Estimate and Invoice using QODBC
Problem Description:
I've explored the related-to fields but cannot determine how a line on the invoice is linked to the estimate.
I'm designing a report that needs to see the item on the estimate and how many$ has been billed out and retained for each item (as well as other related data).
Solution:
Please refer to How to convert a Sales Order into an Invoice for the basics of how an Estimate can be made into a Sales Order and an Invoice.
The InvoiceLinkedTxn table shows Payments, Credit Memos, and Deposit Line Items but doesn't include reimbursements, transfers from Sales Orders, or Estimates (depending on your QuickBooks version). But in QuickBooks, you probably understand it better as the History of an Invoice. The number of InvoiceLinkedTxn lines to Invoice lines won't match where multiple payments or deposits have been made.
To better understand, Refer: How to use InvoiceLinkedTxn query using QODBC.
While the EstimateLinkedTxn table shows all the transfers to Invoice or Sales Order; but does NOT include any transfers to PO.
|