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[QXL-ALL] How to export QuickBooks Data daily for current date filter using QXL.
Posted by Jack - QODBC Support on 09 May 2017 09:27 AM

How to export QuickBooks Data daily for current date filter using QXL.

Problem Description:

I am using QXL & I want to create a report that will pull the following items.

Selectable Date Range, Invoice Number, Ship to Address 1-5, Ship to City, Ship to State, Ship to Zip, PO#, Item, Qty.

How to export QuickBooks Data daily for current date filter using QXL?

Solution:

You can export QuickBooks Data daily for your desired date using QXL.

The first step is Start QXL, Click the Options/Settings icon.

Under the "General" tab, Click "Comma Separated Value (CSV)".

 

For adding desired date filter, You need to create custom query & add it to export list.

From Custom Query Tab you can write your own custom query and fetch data according to your requirement.

You need to write table name in Custom Table Name box & write the query in Custom Query box. After writing table name & query click on "Add or Update" button to add the query.

For Example:

SELECT {fn CURDATE()} as DateRange, RefNumber as InvoiceNumber, ShipAddressAddr1, ShipAddressAddr2, ShipAddressAddr3, ShipAddressAddr4, ShipAddressAddr5, ShipAddressCity, ShipAddressState, ShipAddressProvince, ShipAddressCounty, ShipAddressPostalCode, ShipAddressCountry, ShipAddressNote, PONumber As PO#, SalesOrderLineItemRefFullName, SalesOrderLineQuantity As QTY FROM SalesOrderLine where {fn CURDATE()} = TxnDate

If you wish to pull last 7 day's data, you may use below query.

For Example:

SELECT {fn CURDATE()} as DateRange, RefNumber as InvoiceNumber, ShipAddressAddr1, ShipAddressAddr2, ShipAddressAddr3, ShipAddressAddr4, ShipAddressAddr5, ShipAddressCity, ShipAddressState, ShipAddressProvince, ShipAddressCounty, ShipAddressPostalCode, ShipAddressCountry, ShipAddressNote, PONumber As PO#, SalesOrderLineItemRefFullName, SalesOrderLineQuantity As QTY FROM SalesOrderLine where TxnDate >= ({fn CURDATE()}-7) and TxnDate <= ({fn CURDATE()})

Click "Close" to save configuration & You should be back to QXL Main screen.

The data will be exported by clicking on the Export icon from QXL Main Screen.

The data exported into CSV file.

Also Refer: How to use QXL with Scheduler

 

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