Re: Refresh Passive-Link Tables Failed
I have two companies. On one the report pulled fine because I have less classes and with a little manipulation I had that one out in less than an hour BvA by class with an extra section for proposed budget by class. Then I was able to take the classes and total by department because all data dumped into QB. I solved the Actual vs All vs Non-Zero portion by putting a bunch of .01's into my QB budgets in empty accounts and classes and that was a simple find and replace to get them out of Excel. Once I had a clean report in Excel, I added formulas on each dept worksheet that all totaled to the full spreadsheet and formatted it to make it pretty and my managers are all good with the final results. less than an hour on the one side.
On the other side, I have too many classes for the xls dump, so I needed to add all the .01's then choose the classes by department individually to dump each one into xls. Then pull a Total report out of QB and piece it all together to get it all to fit into the format I described above. That took several hours to figure out, format and get to a finished place...
I also need to add the totals by dept together in both companies to get a combined report... with two different charts of accounts, that's going to be fun... sigh...
I was hoping QBR would be my godsend to write this all one time and then be able to pull it, but thank you SO much for your insight. I could have spent hours more trying to figure out why I can't do something I thought I should be able to do! I even used the ODBC driver from QBR to pull QB data into Access, but it would only pull tables and not any predesigned reports, so that was no use either (that's really reinventing the wheel with little return on investment LOL!).
Do you know any way to dump out of QB into Excel without the spacer columns? That would make my report fit into xls.
Also do you know if QB2008 (I just ordered the upgrade) works with our QB Enhanced payroll service (we just renewed and don't want to have to pay again...) and if it has any better reporting on these things?
I already sent my issues to QB last week and hopefully they will take a look and try to resolve them in a new release... I'm not holding my breath though.
and yes, I am biting off a lot, but it seems that simple things like totaling subclasses by class should be a bit easier to accomplish. ces't la vie!
Thank you so much! You've been incredibly helpful!
Renee
I have two companies. On one the report pulled fine because I have less classes and with a little manipulation I had that one out in less than an hour BvA by class with an extra section for proposed budget by class. Then I was able to take the classes and total by department because all data dumped into QB. I solved the Actual vs All vs Non-Zero portion by putting a bunch of .01's into my QB budgets in empty accounts and classes and that was a simple find and replace to get them out of Excel. Once I had a clean report in Excel, I added formulas on each dept worksheet that all totaled to the full spreadsheet and formatted it to make it pretty and my managers are all good with the final results. less than an hour on the one side.
On the other side, I have too many classes for the xls dump, so I needed to add all the .01's then choose the classes by department individually to dump each one into xls. Then pull a Total report out of QB and piece it all together to get it all to fit into the format I described above. That took several hours to figure out, format and get to a finished place...
I also need to add the totals by dept together in both companies to get a combined report... with two different charts of accounts, that's going to be fun... sigh...
I was hoping QBR would be my godsend to write this all one time and then be able to pull it, but thank you SO much for your insight. I could have spent hours more trying to figure out why I can't do something I thought I should be able to do! I even used the ODBC driver from QBR to pull QB data into Access, but it would only pull tables and not any predesigned reports, so that was no use either (that's really reinventing the wheel with little return on investment LOL!).
Do you know any way to dump out of QB into Excel without the spacer columns? That would make my report fit into xls.
Also do you know if QB2008 (I just ordered the upgrade) works with our QB Enhanced payroll service (we just renewed and don't want to have to pay again...) and if it has any better reporting on these things?
I already sent my issues to QB last week and hopefully they will take a look and try to resolve them in a new release... I'm not holding my breath though.
and yes, I am biting off a lot, but it seems that simple things like totaling subclasses by class should be a bit easier to accomplish. ces't la vie!
Thank you so much! You've been incredibly helpful!
Renee
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