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Thread: Select items from QB DATA during refresh

  1. #1
    Member
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    Michael De Meo
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    Aug 2008
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    Default Select items from QB DATA during refresh

    I am creating a new invoice for our company. We only need the last weeks data. Is there a way to selectively refresh the passive link tables, so we only refresh the last weeks 100 lines instead of all 5000?

  2. #2
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    Alan Buchholz
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    Oct 2000
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    Default Re: Select items from QB DATA during refresh

    Quote Originally Posted by mrdemeo View Post
    I am creating a new invoice for our company. We only need the last weeks data. Is there a way to selectively refresh the passive link tables, so we only refresh the last weeks 100 lines instead of all 5000?
    Mike

    Yes there is.

    Create your own passive link table and pass an argument to the where clause of the SQL.

    Under the Data heading on the Home Page, click more options.
    Link/import external data.
    Link data - OK
    Create single passive linked table - OK
    Connection string name - QuickBooks_CurrentlyOpenFile
    Select the invoice(line?) table
    Select only the columns that you'll need (for increased performance)
    Use an argument with the where clause to select the beginning date.
    Note the date format is a character field {d'2008-07-01'}
    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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