Comments on: Free QuickBooks Reports and Data Export

By: Charlie

Charlie — Fri, 18 Dec 2009 17:32:20 +0000

Since this article was written Intuit rearranged the “Library”.

Go to http://community.intuit.com/library

Look for the “Reports” section. Under that is a link to “All Reports”. Click that.

In the “Search” dropdown select “Others”.

You will get a list of three options, “QuickBOoks Linked Reporting Workbook with Wizard”, “QuickBooks Linked Reporting Workbook” and another.

By: Daniel

Daniel — Fri, 18 Dec 2009 03:28:46 +0000

Hi Charlie,

Where can I download the “Quickbooks_Linked_Reporting_Workbook.xls” from?
You mention : “QuickBooks Workbook with Wizard and a QuickBooks Workbook” but I can not find any link to it.

Can you help me please?

Thanks,
Daniel

By: Charlie

Charlie — Fri, 20 Nov 2009 01:17:05 +0000

Richard, that is a bit complicated, if you are MODIFYING an existing transaction. Talk to the people at Baystate Consulting, http://www.baystateconsulting.com – not sure if an off-the-shelf product can do what you want but this is probably your best bet.

By: Richard Yee

Richard Yee — Fri, 20 Nov 2009 00:41:37 +0000

I would like to export transaction into excel then audit and update transaction then import back into quickbooks, will your product do this?

By: Charlie

Charlie — Mon, 03 Aug 2009 21:18:17 +0000

Melvyn, that sounds like an incomplete installation of QuickBooks – or an older (or non-US) copy of QuickBooks that doesn’t support the interface. If you have a relatively current copy, try doing a “repair” of the QB installation. What version/edition/year of QuickBooks are you using, what operating system? And if it is Vista, do you have UAC enabled?

By: Melvyn

Melvyn — Mon, 03 Aug 2009 08:56:01 +0000

Hi,I downloaded the Quickbooks_Linked_Reporting_Workbook.xls file but when I put in the dates I got an error message.
Compile error Cant find projext or library
It stops on a VBA page that says
Private Sub getQBData_Click()
Would you know whats wrong?

I also downloaded the excel file Quickbooks Linked Reporting Workbook With Wizard. In this case I get a pop up window that says
Unable to Connect to QuickBooks
Could not connect to QuickBooks

An error occured while attempting to use the connection to Quickbooks
Error: -2147221000 : Method ‘GetModule’ of object ‘Irunninginstanceinfo’ failed

By: Charlie

Charlie — Thu, 23 Apr 2009 16:03:28 +0000

Alex, in QuickBooks the only BOM report is the “Print” button in the Edit Item window. You can get the ODBC driver and try to create your own, although it might be a bit complicated to get everything you want. You can also use a product that my company produces, CCRQBOM, which you can see at http://www.ccrsoftware.com/CCRQBOM/CCRQBOM.htm

By: Alex

Alex — Thu, 23 Apr 2009 04:40:39 +0000

Hi Charlie, I am looking for a report of all my BOM assembly items. I have sought but with no success! I don’t need to see multi-levels, just each BOM assembly item with its parts and quantities listed, so I can review and correct. Appreciate any help! thanks

By: Charlie

Charlie — Sat, 31 Jan 2009 20:04:37 +0000

Ryan, I haven’t looked through the list of reports to see if there is something that covers that. That would be, off the top of my head, a tough one. My first thought would be to look for all invoices with a “last updated” date of your date, with a balance of zero. That wouldn’t be perfect – and it requires using a tool that can see that date, which means the programming interface or the ODBC driver probably. But that is just off the top of my head…

By: Ryan

Ryan — Fri, 30 Jan 2009 19:43:27 +0000

Thanks for the website. I’m trying to make a report to show all invoices closed for a day by any method (payment, applied credit memo, applied credit from JE, etc.) Any thoughts? Thanks.