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Thread: P&L Report

  1. #1
    Member
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    Derek Caldwell
    Join Date
    Aug 2008
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    11

    Default P&L Report

    I have been given the job of creating some custom P&L reports. The customization w/in QuickBooks isn't adequate for what is needed. I have no idea where to begin. There isn't a table with the exact info i need. Thew closet thing I've found is the Journal Entry table. Can someone point me in the right direction?

    Regards,

    Derek Caldwell

  2. #2
    "Certified" Alphaholic
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    Mike Christensen
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    Nov 2005
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    Michigan U.P.
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    5,937

    Default Re: P&L Report

    Hi Derek,
    There are a few ways to do what you want.

    First, find out which tables have the information you want. Then create a set with them, deciding which should be the parent...either the one you think would have the other's records if you were to set it up or the one with the most info you need for this case if it makes no difference. Choose the list ID if possible to link the two tables--there are other ways to link but this field is the preferred.

    The table can be existing or if you find a Quickbooks report that is listed in QRB, then you can base your report on it and then add the child table to the table that is created when you create a report in this fashion.
    Mike
    __________________________________________
    It is only when we forget all our learning that we begin to know.
    It's not what you look at that matters, it's what you see.
    Henry David Thoreau
    __________________________________________




  3. #3
    Volunteer Moderator
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    Alan Buchholz
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    Oct 2000
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    Delavan, Wisconsin
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    9,595

    Default Re: P&L Report

    Quote Originally Posted by derekcaldwell View Post
    I have been given the job of creating some custom P&L reports. The customization w/in QuickBooks isn't adequate for what is needed. I have no idea where to begin. There isn't a table with the exact info i need. Thew closet thing I've found is the Journal Entry table. Can someone point me in the right direction?

    Regards,

    Derek Caldwell
    What types of customizations are you looking at doing? You may want to top in on our webinar tomorrow morning and talk about this. 9 am Central time every Thursday.
    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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