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Forum : Budget sp_reports syntax questionSearch Forum

Forum Home > QODBC - ODBC Driver for QuickBooks > QODBC v7 Forum

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 Budget sp_reports syntax question 
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  Tim 
  
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 Posted : 2007-01-09 03:06:49

Hi, I am running QODBC version 7 and Quickbooks Premier Contractor 2006.  We have reports by customer and jobs that we would like to access the information through QODBC.

We are trying to determine the correct syntax for the parameters to pull this report by a particular customer.

Thank you for your help!

Tim

 

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  Tom 
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 Posted : 2007-01-09 09:36:12
See: How do I use the QuickBooks Reporting Engine with QODBC? I've heard something about sp_report ?  

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  Tim 
  
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 Posted : 2007-01-09 09:44:22

Tom, thanks for quick reply.  We got the sample set of params working before, but I cannot seem to understand how to get that budget vs actual to display on a per customer basis.  We are willing to do the pay for support for this simple question, but we dont know if this is a developer question or a simple support incident.

 

Thank you,

Tim

 

 

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  Tom 
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 Posted : 2007-01-09 12:44:51
I don't know what you mean, QuickBooks budgets are normally against Accounts, not customers, but by using the report parameters you can also use Class or Customer. 

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  Tim 
  
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 Posted : 2007-01-10 06:29:44

The reports we are trying to run are profit and loss budget vs. actual on jobs we track within quickbooks.  I created a pdf with screen captures, but I dont see a place to upload it.

 

Thank you,
Tim

 

 

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  Tom 
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 Posted : 2007-01-10 09:16:54

For USA users of QuickBooks, QODBC has the same Budget reports that can be found in QuickBooks:

BalanceSheetBudgetOverview

sp_report BalanceSheetBudgetOverview show Amount_Title, Label, Amount parameters FiscalYear = 2006, BudgetCriterion = 'Accounts', SummarizeBudgetColumnsBy = 'Date', SummarizeBudgetRowsBy = 'Account'

BalanceSheetBudgetVsActual

sp_report BalanceSheetBudgetVsActual show Amount_Title, Budget_Title, Difference_Title, Percent_Title, Text, Label, Amount, Budget, Difference, Percent parameters FiscalYear = 2006, BudgetCriterion = 'Accounts', SummarizeBudgetColumnsBy = 'Date', SummarizeBudgetRowsBy = 'Account'

ProfitAndLossBudgetOverview

sp_report ProfitAndLossBudgetOverview show Amount_Title, Text, Label, Amount parameters FiscalYear = 2006, BudgetCriterion = 'Accounts', SummarizeBudgetColumnsBy = 'Date', SummarizeBudgetRowsBy = 'Account'

ProfitAndLossBudgetPerformance

sp_report ProfitAndLossBudgetPerformance show Amount_Title, Text, Label, Amount parameters FiscalYear = 2006, BudgetCriterion = 'Accounts', SummarizeBudgetColumnsBy = 'Date', SummarizeBudgetRowsBy = 'Account'

ProfitAndLossBudgetVsActual

sp_report ProfitAndLossBudgetVsActual show Amount_Title, Budget_Title, Difference_Title, Percent_Title, Text, Label, Amount, Budget, Difference, Percent parameters FiscalYear = 2006, BudgetCriterion = 'Accounts', SummarizeBudgetColumnsBy = 'Date', SummarizeBudgetRowsBy = 'Account'

The parameters and filters that are available in a report can be found by running:

sp_paramters sp_reportname

So to report by customer (job) we do:

sp_report ProfitAndLossBudgetVsActual show Amount_Title, Budget_Title, Difference_Title, Percent_Title, Text, Label, Amount, Budget, Difference, Percent parameters FiscalYear = 2006, SummarizeBudgetColumnsBy = 'Customer'

To see how these stored procedures are used, see: How do I use the QuickBooks Reporting Engine with QODBC? I've heard something about sp_report ? 

 

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