Problem Description:

I am using QXL Online & I want to run a Profit and Loss by a Class report through QXL Online. I can't see the report on the list.

How can I run the Profit and Loss by Class report using QXL Online?

Solution:

I'm sorry to inform you that the ProfitAndLossByClass report is unavailable via Intuit API. So It is not available in QODBC Online.

You can use the ProfitAndLossStandard report & add the parameter SummarizeColumnsBy = 'Classes' in the report. So you can fetch the ProfitAndLossByClass report using QXL Online.

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

You can choose the ProfitAndLossStandard 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 Table/Report Documentation site for details about different report parameters.

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 "ProfitAndLossStandard" report & click on "Parameters" to get details about all supported parameters for the ProfitAndLossStandard report.

You can refer direct link for ReportParameter: ProfitAndLossStandard

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

I am changing the report query as below:

For Example: sp_report ProfitAndLossStandard RowData, TextLable, Amount_Title, Amount parameters DateMacro = 'ThisYearToDate', ReportBasis='Cash', SummarizeColumnsBy = 'Classes'

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 Setup Screen.

Report exported.

Tags: QuickBooks Online, QBO, QXL Online, Profit and Loss, Profit, Loss, Online Report

Problem Description:

I am using QXL & I want to run a Profit and Loss by a Class report through QXL. I can see the report in the list. But I want to change the report parameter.

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

Solution:

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 ProfitAndLossByClass 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 "ProfitAndLossByClass" report & click on "Parameters" to get details about all supported parameters for the ProfitAndLossByClass report.

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

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

I am changing the report query by adjusting the DateMacro parameter value to 'ThisMonthToDate.'

For Example: sp_report ProfitAndLossByClass show Amount_Title, Text, Label, Amount parameters DateMacro = 'ThisMonthToDate', SummarizeColumnsBy = 'Class'

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 different reports with different supported parameters per your requirement.

The report will be exported by clicking on the Export icon from QXL Setup Screen.

Report exported.

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?

Solution:

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.

Problem Description:

I am using QXL & I want to run a Profit and Loss detail report through QXL. I can see the report on the list. But I want to change the report parameter.

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

Solution:

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 ProfitAndLossDetail 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 "ProfitAndLossDetail" report & click on "Parameters" to get details about all supported parameters for the ProfitAndLossDetail information.

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

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

I am changing the report query by adding TxnFilterTypes =' Invoice' parameter & ReportBasis='Accrual' and changing the DateMacro parameter value to 'ThisMonthToDate.'

For Example, sp_report ProfitAndLossDetail shows TxnType_Title, Date_Title, RefNumber_Title, Name_Title, Memo_Title, ClearedStatus_Title, SplitAccount_Title, Debit_Title, Credit_Title, RunningBalance_Title, Text, Blank, TxnType, Date, RefNumber, Name, Memo, ClearedStatus, SplitAccount, Debit, Credit, RunningBalance parameters DateMacro = 'ThisMonthToDate,' TxnFilterTypes='Invoice,' ReportBasis='Accrual.'

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.

Problem Description:

I am using QXL & I want to run the GeneralLedger report through QXL. I can see the report on the list. But I want to change the report parameter.

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

Solution:

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 GeneralLedger 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 "GeneralLedger" report & click on "Parameters" to get details about all supported parameters for the GeneralLedger report.

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

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 GeneralLedger shows TxnType_Title, Date_Title, RefNumber_Title, Name_Title, Memo_Title, SplitAccount_Title, Debit_Title, Credit_Title, RunningBalance_Title, Blank, TxnType, Date, RefNumber, Name, Memo, SplitAccount, Debit, Credit, RunningBalance 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 reports with different supported parameters per your requirement.

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

Report exported.