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Forum : What is fastest way to get an account balance as of a certain date?Search Forum

Forum Home > QODBC - ODBC Driver for QuickBooks > QODBC v9 Forum

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 What is fastest way to get an account balance as of a certain date? 
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  PH 
  
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 Joined: 2007-02-02 
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 Posted : 2008-11-02 07:28:09

I am making many calls to the database to lookup various account balances.

For example, to get cash balances I am using (with ADO call):

vSQL = "sp_report TrialBalance show sum(Debit)+sum(Credit) as Cash parameters DateTo = " _
& "{d'" & Format(AsOfDate, "yyyy-mm-dd") & "'}" & ", accountfiltertype = 'Bank'"

Is the balance sheet faster?

Is looking for the total line or label faster?

Is there a particular table I can add up records from/through that would be faster than calling a report?  (The table called transaction does not appear to be available to me in the U.S. version.)

Thank you.

 

 

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  Tom 
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 Posted : 2008-11-03 22:13:56

You must have an old pre-2005 copy of QuickBooks as the transaction table appeared from QuickBooks 2005 onwards in USA and 2008 for the rest of the world. 

I've covered this pretty much in How do I run a Trial Balance Report?  and How can I query the audit trails? 

 

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  PH 
  
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 Posted : 2008-11-04 04:19:07

Thanks for info on Transaction table.  I was testing in an old version, but using most current version in production, so I will check this out.

My question for you was which method of getting an account balance as of a certain date is fastest?

I'm getting ready to start a project where I have to make a lot of SQL Select calls to QODBC using ADO and I'm trying to figure out which is the fastest method.

Should I add up transactions or use the trial balance SP or use the balance sheet or some other report?

Thank you

 

 

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  Tom 
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 Posted : 2008-11-05 11:23:15
The fastest method is to call a sp_report stored procedure and let QuickBooks do all the work and just send back the answers. 

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