[QXL-Desktop] How to run Balance sheet by class report - with different parameters
Posted by Jack - QODBC Support on 06 June 2017 10:02 AM

How to Balance sheet by the class report - with different parameters

Problem Description:

I am using QXL & I want to Balance the sheet with a class report through QXL. I can see the information on the list. But I want to change the report parameter.

How can I change the report parameter & run the updated report?


You can change the report parameter from the QXL Report Settings tab.

The first step in changing the report parameter is to click on the settings icon for QXL options details.

You can choose the BalanceSheetByClass report from the drop-down list & add the report for export.


You can see the default report query in Report Query/Command box.

You can modify the report query from Report Query/Command box.

You can refer QODBC Data Layouts site for details about different report parameters.

Navigate to the above link & Click on the region of the QuickBooks edition you are using.

You will be redirected to the QuickBooks region link. Click on the "ALPHABETICAL LISTING OF ALL REPORTS" under the "REPORT OVERVIEW" label.

You will be presented with a list of reports. Search for the "BalanceSheetByClass" report & click on "Parameters" to get details about all supported parameters for the BalanceSheetByClass report.

If you are a QuickBooks USA user, then you can refer direct link for PARAMETERS AND VALUES FOR: BalanceSheetByClass.

You can use any of the supported parameters in the report query.

I am changing the report query by adding the AccountFilterType parameter & changing the date period by using DateFrom & DateTo parameters.

For Example: sp_report BalanceSheetByClass parameters DateFrom = {d'2021-01-15'}, DateTo= {d'2021-06-30'}, AccountFilterType='AccountsReceivable'

You need to modify the report query & click the "Add or Update" button to update the report query.

The modified report query & was added to the export list.

By repeating the above process, You can add a different report with different supported parameters per your requirement.

The report will be exported by clicking on the Export icon from QXL Main Window.

Report Exported.


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