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nbarston
April 4, 2024
Question

Quickbooks Data Tables....which one(s)?

  • April 4, 2024
  • 1 reply
  • 0 views

We currently manually export detailed transaction reports for all income/expense accounts out each month and use them as a "table" to create power BI reports.

We have created an ODBC connection and would like to automate the process.  However, we are having trouble identifying the correct tables in QBs to obtain the appropriate level of the detail.  The Transactions table while containing the fields we'd like to see, only provides ONE line item per transaction in QBs regardless of the number of lines and doesn't provide the offset information (for example, for each invoice there is one line to the AR account for the total of the invoice, no information on what may have gone to revenue, etc.)

1 reply

S
Shania_C
April 4, 2024

Welcome to the Community space, @nbarston.

 

I am here to provide you valuable insights into identifying the appropriate tables in QuickBooks Desktop (QBDT) to obtain the required level of detail.

 

Since you're experiencing issues handling the data table created on the ODBC connection, you can get help from one of our QBDT Support Specialists. They can use convenient tools like screen sharing to identify the root cause of the problem. Once the issue is identified, our support team will guide you through the process of fixing it step by step. They can also assist you in identifying the correct tables in QBs to obtain the appropriate level of detail.

 

Here to contact support for QuickBooks Desktop Enterprise: 

 

For QuickBooks Enterprise users, QuickBooks support can assist with installation, connection errors, and configuration of the ODBC driver. For other technical errors, users can obtain support, and fees may apply.

 

If you have any questions about reporting, check out the Custom Reporting Guide for help. You can also view  tutorials, troubleshooting steps, and support from FLEXquarters.

 

For a more detailed explanation, you can view this article: Open Database Connectivity (ODBC) Driver FAQs for QuickBooks Desktop

 

Also, I'm adding these articles you can explore to help you to customize any report that you generate. Also, how to address common questions for developers, explain terminology, and offers guidance:

 

 

Thank you for using QuickBooks, and we appreciate your business. If you have any more questions or need assistance with managing your Quickbooks data tables, please feel free to reach out to us.

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