HOW TO CREATE SP_REPORTS USING MICROSOFT EXCEL HOW TO EXTRACT SP_REPORTS USING MICROSOFT EXCEL OPEN MICROSOFT QUERY IN EXCEL Open Microsoft Excel, get external data from Microsoft Query via Data Menu -> "Get Data -> From Other Sources->From Microsoft...

TROUBLESHOOTING - EXCEL ONLY RETURNING AMOUNT_1 AND NOT AMOUNT_1 THROUGH AMOUNT_12. PROBLEM DESCRIPTION: I am working in Excel. I have set up three pass-through queries and had them work on referencing cells for DateFrom and DateTo parameters. The quer...

TROUBLESHOOTING - HOW TO USE PROMPTED DATE RANGES IN MS EXCEL WITH SP_REPORTS PROBLEM DESCRIPTION: I am using QODBC for exporting QuickBooks reports in MS Excel. I am using the BalanceSheetStandard report for specific date ranges as below. sp_report ...

TROUBLESHOOTING - SERIAL NUMBER/LOT NUMBER QUANTITY ON HAND DOES NOT MATCH THE QUICKBOOKS REPORT. PROBLEM DESCRIPTION: I recently ran into an issue when querying the inventory for each lot number. In QuickBooks, there is a report called "Lot Numbers in...

TROUBLESHOOTING - HOW CAN I EXTRACT BUDGET DATA PROBLEM DESCRIPTION: I'm trying to extract QuickBooks budget data to SQL for reporting purposes. However, I don't see any tables that would hold the budget. My research is telling me this may not be possi...

TROUBLESHOOTING - DOES SP_REPORT SUPPORT LIKE QUERY PROBLEM DESCRIPTION 1: Does sp_report support "Like" in the parameter? For example, sp_report CustomTxnDetail shows Text, Blank, TxnType, Date, RefNumber, Name, Memo, Account, ClearedStatus, SplitAc...

HOW TO AUTO ADD RELATIONSHIP BETWEEN TWO TABLES IN CRYSTAL REPORT USING QODBC PROBLEM DESCRIPTION: How to Auto Add relationship Between two tables in Crystal Report using QODBC? SOLUTION: A relationship can be extracted using the ODBC function "SQLFo...

TROUBLESHOOTING - HOW TO ADD MULTIPLE FILTER ON PARAMETER IN SP_REPORT PROBLEM DESCRIPTION: I am using sp_report through QODBC & I have noticed that using QuickBooks UI, we can add multiple TxnFilterTypes like 'Invoice,' 'CreditMemo,' and 'SalesReciept...

HOW TO EXPORT QUICKBOOKS INVOICES INTO MS EXCEL REPORT FORMAT PROBLEM DESCRIPTION: I would like to know if QODBC will convert QuickBooks Pro Desktop invoices into MS Excel Report. The attached invoice is similar to what we need to export to MS Excel...

TROUBLESHOOTING - QODBC CUSTOMSUMMARY REPORT IS NOT RECONCILING WITH QUICKBOOKS CUSTOMSUMMARY. PROBLEM DESCRIPTION: I am running the QODBC report "CustomSummary" and comparing it to what should be the identical report in QuickBooks. I am encountering ...

HOW TO EXPORT QUICKBOOKS INVOICES INTO MS ACCESS REPORT FORMAT PROBLEM DESCRIPTION: I would like to know if QODBC will convert QuickBooks Pro Desktop invoices into Microsoft Access. The attached invoice is similar to what we need to export to Access...

HOW TO EXPORT QUICKBOOKS INVOICES INTO CRYSTAL REPORT FORMAT PROBLEM DESCRIPTION: I would like to know if QODBC will convert QuickBooks Pro Desktop invoices into Crystal Reports. The attached invoice is similar to what we need to export to Crystal R...

TROUBLESHOOTING - HOW TO RUN PROFITANDLOSSBUDGETOVERVIEW BY CLASS REPORT TYPICAL PROFIT & LOSS BUDGET OVERVIEW BY CLASS REPORT (FOR THE CURRENT FISCAL YEAR TO DATE) IN QUICKBOOKS NOTE: The QuickBooks Sample files set the QuickBooks date to December 15...

TROUBLESHOOTING - IS THERE A SALES JOURNAL REPORT BY CLASS PROBLEM DESCRIPTION: For months I've been trying to get a Sales journal report. All I seem to get is either too detailed (by items) or too summary (sum by customer). I need a list of invoices by...

TROUBLESHOOTING - HOW DO I RUN A COLLECTIONS REPORT? PROBLEM DESCRIPTION: How do I run a Collections Report? SOLUTION: A typical Collections Report in QuickBooks looks like this: With QODBC, the same report can be generated using stored procedure r...

TROUBLESHOOTING - HOW TO ENABLE DETAIL ROWS FOR BALANCESHEETDETAIL, GENERALLEDGER, JOURNAL, PROFITANDLOSSDETAIL, TXNDETAILBYACCOUNT REPORTS PROBLEM DESCRIPTION: I am executing BalanceSheetDetail, GeneralLedger, Journal, ProfitAndLossDetail, and TxnDe...