The UK version of QuickBooks Premier has a report called "UK Standard Balance Sheet" under "Reports > Company & Financial".
However, if I send a QBXML GeneralSummaryReportQueryRq request for a BalanceSheetStandard I get a different report simply called "Balance Sheet", which is ordered differently and has a couple of extra rows compared to the "UK Standard Balance Sheet".
This "Balance Sheet" report does not seem to be available from the "Reports" menu in QuickBooks, but it does get displayed if I set <DisplayReport>true</DisplayReport> in my QBXML request.
Is it possible to request the UK-specific report via QBXML or am I stuck with this other report that it's currently returning?
You are stuck with what is returned. Reports in the SDK are limited. You might try BalanceSheetSummary and see what it returns.
Related
Subject says it all.
I am aware that there is no API to get status of Invoice in Quickbooks online.
I have handled a few cases using due date and balance columns.
Open if not paid.
Paid if balance is 0.
Overdue if due date is less
then the current date.
What other cases (with calculation logic) I have to handle?
I have a drilled down report as shown in the below image:
When I try to download the report normally, I get only the 5 items shown in a category. I want to be able to download all the subcategories within all the categories, along with the category names and not just the 5 subcategories in a category.
How can I achieve this? Any ideas/suggestions?
If you have access to data warehouse, you can obtain this information easily. Most contracts include it by default; if you have access to the request interface, you have it.
Click on Adobe Marketing Cloud in the upper left | Reports & Analytics | Data Warehouse
Select the date range you'd like to request data from
In the breakdowns section, select series name following by video name
In the metrics section, select the appropriate metric you'd like to include
Ensure the other settings in the request are as desired, and click 'request report'.
If you don't have access to data warehouse, you could try your luck at a data extract report:
Open the report you'd like to download, and under more options there should be 'extract data'
In the data extract wizard, click each 'top 1-50' and set them to 'all' or 'top 1-50000'
Ensure the other settings in the request are as desired, and click 'request report'.
Data extracts are subject to processing limitations, meaning if there's too much data to process, the request will fail. Data warehouse on the other hand is not subject to this limitation, it just takes a really long time for the report to arrive.
Yet another option would be to write your own script to pull the data using Adobe's Analytics Reporting API
Also a note about Data Warehouse.. it's "free" for anybody on a newer Adobe Digital Marketing contract. I say "free" because it's now included in the "package" with most all of the other adobe digital marking tools, instead of being charged separately.
If you have an older contract that hasn't been renewed yet, you may not actually have it, since part of it now being included also involves them jacking up the prices! Contact your rep to find out. But if you do have access to Data Warehouse, that's certainly the easier route.
I'm new to fogbugz, so I may be making some incorrect assumptions. However, my understanding is that when a ticket is Closed, then the assigned To field becomes "Closed".
How can I search for all of the tickets for which I was the assigned person BEFORE it was closed?
I don't think there is any way to do this via UI / Dashboard, instead you have to use FOGBUGZ API & code to get the data you want. Use the API to get the tickets under milestone and then loop through to get the Assigned To / Developer . That's how we have been playing.
FogBugz XML API Development
FogBugz XML API version 8
I am working with the Intuit Web Connector.
I am able to add customers using "customerAdd" and by using "openBalance" it creates an invoice.
I have tried everything to make it create an invoice number (the invoice that gets created has no number, just blank).
I would also like to have the item, qty and description.
Is this a job for "invoiceAdd"?
Thanks for looking.
If you're trying to create an Invoice, you should be using InvoiceAdd.
The only time you should be using OpenBalance is if the customer has an outstanding balance that's not the result of an invoice that you'll have in QuickBooks. e.g. if you're migrating from another accounting platform, you might have an open balance for someone when moving from the other system.
Beyond that, you should never be creating customers with an OpenBalance.
Instead, create an actual invoice. Here are some examples:
qbXML examples
InvoiceAdd example
I'm using trying to interface with Quickbooks Online for an internal application that will push and pull transactions using qbXML. My problem is that I can't figure out which message I need to send in order to list and add the items listed under the "Banking" > "Registers" page. I've gone through the messages listed in the Onscreen Reference for Intuit Software Development Kits and none of them seem to give me this information.
Also, does anyone know of a list that explains what each message does?
If you're in a bank account register, you're writing checks. There are 3 kinds of checks in QuickBooks:
Expense checks - if you added a check directly in the register window, you would be adding an expense check.
Bill payment checks - these appear in a check register, but you can only add them with a bill payment operation.
Payroll checks - these appear in the check register, but they can only be added using the Intuit Payroll Service or by enabling manual payroll (almost no one does manual payroll in actual practice, but it is good to know about for testing purposes).
The first 2 types of checks have their own message type: the Add/Mod Check and Add/Mod BillPayment messages respectively. Payroll checks can't be added by the SDK. You can query all 3 types using a Transaction query message. I should also mention that it's possible to add an entry in any register using a journal entry, but that's not a good idea unless you are certain you know what you're doing.
I hate to tell you this, but the best reference for QuickBooks messages is the one you're already using. There are also XML files in the <sdk root>\docs directory that describe SDK operations. But there is really no substitute for understanding how QuickBooks operates from a user's perspective.
If you're going to be working with QuickBooks integration, it's a good idea to make friends with one or more QuickBooks Pro Advisors so you can run these kinds of issue by them. The relationship is generally mutually beneficial, since QuickBooks Pro Advisors often find it handy to have access to an SDK programmer.