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Multi-Company Reporting Question...

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    Multi-Company Reporting Question...

    Context: Prototyping multi-company reporting for a client, using 2 companies. Working good for me, but wondering if there are limits.

    Client has 5 companies set up that he wants to do multi-company reporting on. Can't really 'prototype' that here in my environment.

    #2
    Re: Multi-Company Reporting Question...

    Originally posted by fhannaford View Post
    Context: Prototyping multi-company reporting for a client, using 2 companies. Working good for me, but wondering if there are limits.

    Client has 5 companies set up that he wants to do multi-company reporting on. Can't really 'prototype' that here in my environment.
    Frank

    You can only have one QB company file open at a time. I typically open one company file, import the data, then append that data into another similar table and mark each record as coming in from that company file.

    So I re-iterate that process for as many company files as needed..

    How are you approaching your 2 companies?
    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

    http://www.iadn.com/images/media/iadn_member.png

    Comment


      #3
      Re: Multi-Company Reporting Question...

      Al,

      I am following your approach...but, since 'here' I only have access to 2 companies of data, I was wondering if there was some built in limit on iterations.

      If I understand your post, there isn't. I would just need to continue process until data from all 5 companies is imported.

      Keeping track of it all is just a naming convention issue...

      Thanks,

      Frank

      Comment


        #4
        Re: Multi-Company Reporting Question...

        Frank

        You can always make your own company files for testing purposes and have as many as you want..... It doesn't mean that you need a lot of data.. in fact you may want only a small sampling for development/testing...

        But wuth my approach there is no limit that I see and I'm using a field in the table for naming rather than individually naming each table/company combination....
        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

        http://www.iadn.com/images/media/iadn_member.png

        Comment


          #5
          Re: Multi-Company Reporting Question...

          I am on a trial basis to see if this software works for our needs. Can you explain in detail how you "...I typically open one company file, import the data, then append that data into another similar table and mark each record as coming in from that company file."

          Thanks.

          Comment


            #6
            Re: Multi-Company Reporting Question...

            Originally posted by sjalger1 View Post
            I am on a trial basis to see if this software works for our needs. Can you explain in detail how you "...I typically open one company file, import the data, then append that data into another similar table and mark each record as coming in from that company file."

            Thanks.
            I wrote my own xbasic code to accomplish this.

            An alternate way is to use the connection strings to open each company file and import the data into a separate table. You can also import the company table and use an append operation to put the data into the common file along with the name of the company as another field.

            You may want to attend one of our next webinars, which are being held on Thursdays. ( Unfortunately a holiday is coming up... again)

            Please watch as the time is changing. The plan is to go to 2 pm Eastern 1 pm Central..
            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

            http://www.iadn.com/images/media/iadn_member.png

            Comment


              #7
              Re: Multi-Company Reporting Question...

              This sounds like what I may need. We have approximately 20 quickbook companies and would like the ability to pull together consolidated financials, key account metrics, etc. without having to open companies individually, run reports and put data into a spreadsheet.

              Is there a hard copy resource that I could go to to read on how to accomplish what you are describing. I am a finance guy with some knowledge of database structure (access) but limited.

              Thanks.

              Comment


                #8
                Re: Multi-Company Reporting Question...

                Originally posted by sjalger1 View Post
                This sounds like what I may need. We have approximately 20 quickbook companies and would like the ability to pull together consolidated financials, key account metrics, etc. without having to open companies individually, run reports and put data into a spreadsheet.

                Is there a hard copy resource that I could go to to read on how to accomplish what you are describing. I am a finance guy with some knowledge of database structure (access) but limited.

                Thanks.
                We have a training course with a manual, and we can help you with deciding the best way for you to proceed. I'll send you a private message with contact information.
                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

                http://www.iadn.com/images/media/iadn_member.png

                Comment

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