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How to run a Profit and Loss By Class Report in QODBC

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Typical Profit and Loss By Class Report in QuickBooks

http://support.flexquarters.com/esupport/newimages/ProfitAndLossByClass/step1.png

Report Displayed in QODBC

Stored Procedure Command

       With QODBC the same report can be generated using stored procedure reports like this:

       sp_report ProfitAndLossByClass show Amount_Title, Text, Label, Amount
       parameters DateMacro = 'ThisMonthToDate', SummarizeColumnsBy = 'Class'

Predefined DateMacro Options

      All the predefined DateMacro options available to you are:

|All|Today|ThisWeek|ThisWeekToDate|ThisMonth|ThisMonthToDate|ThisQuarter|ThisQuarterToDate
|ThisYear|ThisYearToDate|Yesterday|LastWeek|LastWeekToDate|LastMonth|LastMonthToDate|LastQuarter
|LastQuarterToDate|LastYear|LastYearToDate|NextWeek|NextFourWeeks|NextMonth|NextQuarter|NextYear|

Display in QODBC

http://support.flexquarters.com/esupport/newimages/ProfitAndLossByClass/step2.png

 

 

Change report to use "Cash" reporting

Stored Procedure Command

      To change these reports to use"Cash" reporting just add the ReportBasis parameter:

      sp_report ProfitAndLossByClass show Amount_Title, Text, Label, Amount
       parameters DateMacro = 'ThisMonthToDate', SummarizeColumnsBy = 'Class',
ReportBasis='Cash'

ReportBasis Options

      The options are: |Cash|Accrual|None|

 

Profit and Loss By Class Report in QuickBooks in Collapse Mode

      If I collapse the QuickBooks 2013 Sample Rock Castle Contruction company file Profit and Loss By Class Report it looks like this:

http://support.flexquarters.com/esupport/newimages/ProfitAndLossByClass/step3.png

Report Displayed in QODBC

Stored Procedure Command

      By removing the NestedText6 (SubLevel 0) level I can get similiar results using QODBC:

      sp_report ProfitAndLossByClass show Amount_Title, Text, Label, Amount
       parameters DateMacro = 'ThisMonthToDate', SummarizeColumnsBy = 'Class'
      where NestedText6 is NULL

Display in QODBC

http://support.flexquarters.com/esupport/newimages/ProfitAndLossByClass/step4.png


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