In Summary, the best way to build the report is to follow these six steps:ġ. Watch the video here, or click on the box below.
I interviewed Joseph Lasee, senior product manager for QBAR, asking him how to create a report like this step by step, and to shed some light into how this compared with QuickBooks’ standard reporting capabilities. There are quite a few videos in the QuickBooks Enterprise Learning Center on QBAR. If you have QuickBooks Enterprise 14 and above, along with an active annual subscription, you can use the new Advanced Reporting add-on called QBAR (included with your subscription) to create this report. However, this is not a sustainable process because it will likely require the use of a consultant every time the report needs to be built. Therefore, you would have to pull two different reports and then use some sort of VLOOKUP formula to put it together … I know some of you Excel gurus have probably figured out how to do this. That’s because Preferred Vendor is a data field that lives in the Item List table and Sales is going to be part of the Transactions Table (such as invoices and sales receipts). So, the issue is that you cannot pull up a report, such as “Sales by Preferred Vendor,” using QuickBooks custom reporting functions. Names: These are the tables that store Customer, Vendor, Item and Account Information.Transactions: These are the fields/data points that live inside each transaction, such as Invoices, Bills and Checks.However, there are some really important restrictions to know about, including what I think is most prevailing: QuickBooks can only build a report using data from two types of tables. Secure Connectivity: Includes standard Enterprise-class security features such as TLS/ SSL data encryption for all client-server communications.If you are an experienced QuickBooks ® Desktop (Pro, Premier, Accountant or Enterprise) reports customizer, you know how great QuickBooks is for building custom reports on the fly.These customizations are supported at runtime using human-readable schema files that are easy to edit.
String, Date, Numeric SQL Functions: The driver includes a library of 50 plus functions that can manipulate column values into the desired result.Replication and Caching: Our replication and caching commands make it easy to copy data to local and cloud data stores such as Oracle, SQL Server, Google Cloud SQL, etc.NET, C++, PHP, Python, etc.), using any standards based technology (ODBC, JDBC, etc.). ODBC Remoting: Our exclusive remoting feature allows hosting the ODBC connection on a server to enable connections from various clients on any platform (Java.Certified Compatibility: Our drivers undergo extensive testing and are certified to be compatible with leading analytics and reporting applications like Tableau, Microsoft Excel, and many more.Unicode, 32-bit and 64-bit support: Support 32-bit and 64-bit applications and unicode ODBC APIs.All kinds of BI, Reporting, ETL, Database, and Analytics tools offer the ability to read and write data via ODBC connectivity: ODBC is the most widely supported interface for connecting applications with data. Faster application deployment and configuration.Advanced wire-protocol SSL security for remote connectivity.Access QuickBooks Online data through widely available tools - standard ODBC interface offering the greatest accessibility from applications and developer technologies.
The Drivers are completely self-contained no additional software installation is required. The QuickBooks Online ODBC Driver is a powerful tool that allows you to easily connect-to live QuickBooks Online data through any ODBC capable application or tool! With the Driver users can access QuickBooks Online the same way that they would connect to any other ODBC data source. through a standard ODBC Driver interface.
Access QuickBooks Online data like you would a database - read, write, and update Customers, Transactions, Invoices, Sales Receipts, etc. The QuickBooks Online ODBC Driver is a powerful tool that allows you to connect with live data from QuickBooks Online, directly from any applications that support ODBC connectivity. QuickBooks Online ODBC Driver Read, Write, and Update QuickBooks Online through ODBC