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help needed with table query

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  • help needed with table query

    Hello
    I need some assistance.
    we would like to extract a report that gives:

    Customer contact details
    Bill To customer details
    Outstanding Balance
    Invoice Ref number
    Due Date
    Item Description


    I have got close by using:
    Customer table
    Invoice table
    Item table

    but I cannot extract the data correctly

    could you please help by advising how to setup up this query and table
    linkages, using any other query method if better

    ALSO:

    please advise if there is another way to run the 'report genie' or
    'quick report' when modifying an existing query - I cannot work it out

    many thanks in advance for any help anyone can provide

    kamran

  • #2
    Re: help needed with table query

    Welcome.

    what is missing from your current attempt?

    What contact information are you looking for?
    Some new fields have been added to Quickbooks but not added to the sdk so we can read them.

    The quick report and genie are a create only tool. Use the report editor to edit a saved report.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    Comment


    • #3
      Re: help needed with table query

      Originally posted by Al Buchholz View Post
      Welcome.

      what is missing from your current attempt?

      What contact information are you looking for?
      Some new fields have been added to Quickbooks but not added to the sdk so we can read them.

      The quick report and genie are a create only tool. Use the report editor to edit a saved report.
      Many thanks for your reply Al.

      currently, the report doesn't pull out outstanding balance or item description - those fields are all blank, despite being fully populated in the tables when in browse data table mode

      the customer details needed are in billto fields and shipto fields

      many thanks

      Comment


      • #4
        Re: help needed with table query

        I'm guessing that the linkage of the tables is not correct...

        Would have been a great topic at the webinar a few hours ago...

        Can you send me an image of the set linkage or describe the fields that are linked?
        Al Buchholz
        Bookwood Systems, LTD
        Weekly QReportBuilder Webinars Thursday 1 pm CST

        Occam's Razor - KISS
        Normalize till it hurts - De-normalize till it works.
        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
        When we triage a problem it is much easier to read sample systems than to read a mind.
        "Make it as simple as possible, but not simpler."
        Albert Einstein

        Comment


        • #5
          Re: help needed with table query

          Originally posted by Al Buchholz View Post
          I'm guessing that the linkage of the tables is not correct...

          Would have been a great topic at the webinar a few hours ago...

          Can you send me an image of the set linkage or describe the fields that are linked?
          sure, see attached:
          Last edited by kamey; 08-22-2013, 07:05 PM.

          Comment


          • #6
            Re: help needed with table query

            sorry AL there is some fault where vBulletin will not uplaod image or any other files, giving error 2038 - can I email them or PM the images to you?

            Comment


            • #7
              Re: help needed with table query

              Originally posted by kamey View Post
              sorry AL there is some fault where vBulletin will not uplaod image or any other files, giving error 2038 - can I email them or PM the images to you?
              Email them. Use the address you sent the other message to.
              Al Buchholz
              Bookwood Systems, LTD
              Weekly QReportBuilder Webinars Thursday 1 pm CST

              Occam's Razor - KISS
              Normalize till it hurts - De-normalize till it works.
              Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
              When we triage a problem it is much easier to read sample systems than to read a mind.
              "Make it as simple as possible, but not simpler."
              Albert Einstein

              Comment

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