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Thread: QReport Builder & Alpha5

  1. #1
    Member
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    Thomas H Jones
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    Jun 2006
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    River Ridge, La
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    Default QReport Builder & Alpha5

    The QReport Builder seems to be the tool I'm looking for to begin using QuickBooks and Alpha5 for our accounting needs. But I have a few questions that I need answered before I purchase the report builder.

    We are in a regulated business in 5 states, each of which has slightly different regulations for reporting sales of our products. These regulations have made it difficult to find any off the shelf accounting package to meet our needs.

    For example, many of the products have serial numbers which must be reported by line item on invoices. QuickBooks does not have this capability.

    Additionally, usage taxes (in addition to sales taxes) are charged for many of the items, but the calculation methods vary depending on the type of product. Quickbooks does not have this capability, though we could add it to the invoice after separately calculating the usage taxes (too time consuming).

    My hope is that I could write routines in Alpha to capture the serial numbers and calculate the usage fees and then either (1) capture the Alpha data to print invoice through QuickBooks or (2) capture the QuickBooks invoice infor to combine with the Alpha data and print the invoice through Alpha.

    Is either of these possible with QReport Builder?

    My next question is whether I could use this with Alpha runtime?

    And my final question relates to QuickBooks in a multiuser environment: Would the user have to continually refresh the QB data?

    I hope these questions are not too simplistic. I can conceptualize the relation of the Report Bulider to Quickbooks, but when I throw in Alpha, I'm having trouble conceptualizing how all three might function together in a multiuser environment. I guess to summarize I'm wondering whether I can realistically use Alpha and QReport Builder to supplement the invoices in QuickBooks with the additional information required by State regulations.

    Any help you all can provide so that I make a wise investment of the company's time and money would be appreciated.

    Thomas H Jones

  2. #2
    Volunteer Moderator
    Real Name
    Alan Buchholz
    Join Date
    Oct 2000
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    Delavan, Wisconsin
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    Default Re: QReport Builder & Alpha5

    Quote Originally Posted by thoshjones View Post
    The QReport Builder seems to be the tool I'm looking for to begin using QuickBooks and Alpha5 for our accounting needs. But I have a few questions that I need answered before I purchase the report builder.

    We are in a regulated business in 5 states, each of which has slightly different regulations for reporting sales of our products. These regulations have made it difficult to find any off the shelf accounting package to meet our needs.

    For example, many of the products have serial numbers which must be reported by line item on invoices. QuickBooks does not have this capability.

    Additionally, usage taxes (in addition to sales taxes) are charged for many of the items, but the calculation methods vary depending on the type of product. Quickbooks does not have this capability, though we could add it to the invoice after separately calculating the usage taxes (too time consuming).

    My hope is that I could write routines in Alpha to capture the serial numbers and calculate the usage fees and then either (1) capture the Alpha data to print invoice through QuickBooks or (2) capture the QuickBooks invoice infor to combine with the Alpha data and print the invoice through Alpha.

    Is either of these possible with QReport Builder?
    1. QRB has read only access to QB data. So writing back to QB tables is not included in the package. A development version of Alpha 5 Enterprise with a read/write version of QODBC does give you the capability of writing to Quickbooks tables. You could write to a custom field or add to an existing field and then use the standard QB invoice. I believe the Quickbooks invoice customization may allow what you are looking for.

    2. You can write your own invoice from QRB with the data from QB. That would be the most customizable solution.

    Quote Originally Posted by thoshjones View Post
    My next question is whether I could use this with Alpha runtime?
    I'm not sure about using QRB with Alpha runtime. I haven't tried it. I'll leave that to the Alpha powers to be.

    Quote Originally Posted by thoshjones View Post
    And my final question relates to QuickBooks in a multiuser environment: Would the user have to continually refresh the QB data?
    If I were writing the invoice from QRB or Alpha the refresh would be relatively quick because I would only pull down the info needed for that single invoice. It would be fast enough to not be an issue..

    Quote Originally Posted by thoshjones View Post
    I hope these questions are not too simplistic. I can conceptualize the relation of the Report Builder to Quickbooks, but when I throw in Alpha, I'm having trouble conceptualizing how all three might function together in a multiuser environment.
    Each user in QRB has their own data cache (ie A5 database and tables) on their own machine so they won't conflict in a multi-user setting.

    Quote Originally Posted by thoshjones View Post
    I guess to summarize I'm wondering whether I can realistically use Alpha and QReportBuilder to supplement the invoices in QuickBooks with the additional information required by State regulations.
    I think you can. More details would be helpful, but I think you'll be happy with the results.
    Quote Originally Posted by thoshjones View Post
    Any help you all can provide so that I make a wise investment of the company's time and money would be appreciated.

    Thomas H Jones
    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.

  3. #3
    Member
    Real Name
    Thomas H Jones
    Join Date
    Jun 2006
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    River Ridge, La
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    4

    Default Re: QReport Builder & Alpha5

    Thanks, Al. Can I ask for more answers from you in the future?

  4. #4
    Volunteer Moderator
    Real Name
    Alan Buchholz
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    Oct 2000
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    Delavan, Wisconsin
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    Default Re: QReport Builder & Alpha5

    Quote Originally Posted by thoshjones View Post
    Thanks, Al. Can I ask for more answers from you in the future?
    Sure. Just post your questions here and some one will answer your question. If I can, I will too.
    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.

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