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Forum : Unable to locate the budget data via QODBC driverSearch Forum

Forum Home > QODBC - ODBC Driver for QuickBooks > QODBC v6 Forum

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 Unable to locate the budget data via QODBC driver 
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  nikkij 
  
 Group: Members 
 Posts: 2 
 Joined: 2006-07-05 
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 Posted : 2006-07-05 14:36:05
I was recently advised that the Australian qbxml SDK for Quickbooks does not have budget reporting. However I would still like to know if there is some other way of obtaining the budget data.
Australian Version
1.    I understand the budget reports are not available in the Australian version, however does the QODBC driver extract the budget data into any of the tables?
2.    Is there another product that you sell that does extract the budget information?
3.    Is it likely that budget information will be made available through the QODBC driver shortly?
4.    Is there some other way that this information could be extracted?
 
USA Version
1.    In the USA version, where exactly is the budget information stored. ie in which table and does it have a distinguishing feature to identify it from say non-budget values?
2.    Can the USA QOBDC driver be used on the Australian version of quickbooks so that the budget information can be extracted, or will it break other things?
Thank you for your assistance.
Regards Nikki
 

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  Tom 
  6c3c1_sdk-qodbc.gif
 Group: Administrator 
 Posts: 5510 
 Joined: 2006-02-17 
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 Posted : 2006-07-06 12:51:57

To answer your questions:

Australian Version
1.    I understand the budget reports are not available in the Australian version, however does the QODBC driver extract the budget data into any of the tables? No.
2.    Is there another product that you sell that does extract the budget information? No.
3.    Is it likely that budget information will be made available through the QODBC driver shortly? It's already available, however when QODBC calls the Australian version of QuickBooks, QuickBooks says it's not available.
4.    Is there some other way that this information could be extracted? Yes, you can export it directly out of the Australian version of QuickBooks.
 
USA Version
1.    In the USA version, where exactly is the budget information stored. ie in which table and does it have a distinguishing feature to identify it from say non-budget values? Budget information appears only in the form of Budget Reports (sp_report), it does not appear in any of the QODBC tables.
2.    Can the USA QOBDC driver be used on the Australian version of quickbooks so that the budget information can be extracted, or will it break other things? QODBC itself works with QuickBooks worldwide, the problem in Australia is that Quicken have left out the budget information in the SDK used by the Australian version of QuickBooks. It's a Quicken problem, not a QODBC problem.

 

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  nikkij 
  
 Group: Members 
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 Joined: 2006-07-05 
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 Posted : 2006-07-06 23:57:27

Thanks so much for the info. It all makes sense now that you say its an issue with Quicken not the QOBDC. Thank you very much for clarifying.

Regards Nikki

 

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  Tom 
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 Posted : 2007-01-09 09:20:05

For USA users of QuickBooks, QODBC has the same 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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