Custom Advanced Reporting (CAR), Custom Reporting, QQube, QuickBooks

Custom Reporting Series at Intuitive Accountant – More About Reporting Tools

Donovan has posted his second article at the Intuitive Accountant, “QuickBooks Custom Reporting – A Series:  More about Reporting Tools.”  This article covers Xpanded Reports, QQube, QODBC and the Custom Advanced Reporting (CAR) tool.  To learn more about these tools have a look at the article, and let us know what you think.  Make sure that you’re watching for follow up articles in the series.

QuickBooks

Custom Reporting And QuickBooks® Enterprise 2011

We are very excited about one of the new features in QuickBooks® Enterprise 2011!  We haven’t really seen anything written about it yet so we thought we might as well take the opportunity to do so.  The Intuit Press Release “ QuickBooks® 2011 Saves Small Businesses Time in the Back Office” mentions most of the new additions to QuickBooks® Enterprise, however, one thing is not mentioned, the new Open DataBase Connection (ODBC) Driver.

This is not a replacement to the QODBC driver that has been available for some time now from FLEXquarters.  It is an additional tool that has been made available by the developers at Intuit.  This tool provides direct access to the QuickBooks® database via table views.  Alembic has been working with the Intuit development team since early in the development stages of this great tool and we have found it to be a very nice addition.  This driver provides strictly read only access to the database, unlike the advanced driver available by FLEXquarters which provides both read and write access.  However, when it comes to custom reporting read access is all we need and this driver is FAST!  Unlike the QODBC driver that uses the QuickBooks® SDK to build a secondary database to work from, this new driver works directly with the data.  We were able to develop a report that pulled thousands of records in just a few seconds.

In addition to being fast we also have access to data that is unavailable via the QODBC driver, due to limitations imposed by the SDK.  An example of this improved access is that we can now report on budget information contained within the QuickBooks® file.  In the past if we wanted to report on budget data we had to export the info into another program, such as MS Access, pull additional data in, and then develop our report off of that.  It was a very tedious and time consuming process.  With this new tool this will no longer be an issue!

Since this is a new tool it does take a little bit of getting used to.  You must create a reporting user within QuickBooks®, the driver is a File DSN as opposed to a System DSN, and the QuickBooks® file must be opened when accessing the data.  We were fortunate to work directly with the development team at Intuit, learning first-hand how tables are related to one another and what relationships are needed to get to the data correctly.  It was a great jump start for us.

We look forward to using this great new addition to QuickBooks® Enterprise 2011, which will be available for purchase September 27, 2010.  Contact us today to learn how you can purchase this #1 Rated financial solution.

Consulting

Custom Reporting And QuickBase®

Here at Alembic we pride ourselves on our ability to create custom reports for a wide range of products; and we have just added another tool to our arsenal, QuickBase®.  QuickBase® is a great product but is lacking quite a bit when it comes to attractive, printable reports.  The ability to create online databases quickly and easily is great.  However, a majority of the time we are creating databases from which we need to provide visually appealing output from.

With the use of the QuickBase ODBC driver we can link to your QuickBase® data and create reports using Crystal Reports.  We can also use the driver to access QuickBase® data directly from applications like MS Access, MS Excel, MS Word and more.

If you find yourself in the need for such services please contact us today to see how we assist you.

Fishbowl, QuickBooks

Fishbowl Inventory And ODBC

One of the questions we received last week was from a client asking how to setup the Firebird ODBC driver to work with Fishbowl Inventory. This is something we found to be a bit of a challenge about 10 months ago, the first time we tried to set it up.

The first thing discovered right off the bat was that you must have the Fishbowl Server application installed on the machine you are setting up the ODBC driver on. Our client did not realize this either, it was not in the video they had watched. Please note that you will never need to open the server application on this system, you simply need the files installed.

The other part of the setup process that seems to pose a bit of a challenge is defining the actual path to the database. If you are attempting to set up the ODBC driver on the same machine where the Fishbowl file resides then simply use the Browse button and point to the database. However, if the actual database resides on another system, for example on a company server, then you can’t use the Browse button and you certainly can’t use a mapped drive. You must actually specify the destination system IP address followed by a colon (:) then enter the actual path to the database file. Here is an example… 10.0.0.1:C:\ProgramFiles\Fishbowl\database\data\TestComapny.FDB

After our client used the above information they were able to successfully test the database connection and move forward with their testing. If you have any questions about this setup process, please feel free to contact us.