Search results by user ID 4545

Re: Filtering reports

Shirley Makrecky — Wed, 08 Jun 2011 02:51:36 GMT

Hi Michael:

Ok, I am working in the Report Designer which has brought up a number of questions I can't figure out?

My Report is based on Customer - Invoice.Customer tables. (Would this be correct?)
1. If I include the Amount field and the Amount Applied field to the report and I want a third
field to subtract the two to get the balance- is there a way to do calculated fields not bound to a particular field?
There is a BalanceRemaining field but that doesn't seem to pull the difference.

2. I included a Sales Rep field on this report - under Report task there is a filter string - filter string editor where
I thought I could filter on Sales Rep. It did not filter correctly. Gave me two invoices and I know there are at least thirty
for the filtered Sales Rep.
Would you give a little insite to this filter string editor? I tried to filter using "And" [SalesRep] equal to (initials) (also used Begins with).
Also, used the Customer.Invoice.Customer as the datamember for this report. Doesn't pull all Invoices. If using Customer as datamember then error occurs:
"Object reference not set to an instance of an object."

3. To create an AR aging filter(30 - 60- 90 days) on report. I would think a calculated field based
on the Date Due, however, I don't see where this can be done.

I appreciate your replies.

Shirley

Re: Filtering reports

Shirley Makrecky — Tue, 07 Jun 2011 01:10:54 GMT

Hi Michael:

Wondered if you had a chance to look at this issue further?

I would like to know if there is something extra I need to do to make it work.

These reports are filterable in QuickBooks and should be filterable in Method.

Any suggestions would be appreciated.

Shirley

Filtering reports

Shirley Makrecky — Tue, 31 May 2011 23:13:40 GMT

Hi:

I found this on your forum over the weekend and tried to make it work without success:

Question: Is there a way to create scheduled reports whereby I can filter by Rep? For example, I would like a rep to be able see his/her reports such as:

Sales by Customer (whereby invoices are filtered by Rep)

A/R Aging (whereby invoices are filtered by Rep)

Answer: There are indeed many ways to filter a scheduled report, including the three options you mentioned. In order to view, for example, a Sales by Customer report, for a specific Rep, (which is really a subgroup of your employees list), on step 8. Entity Type select Employee and in the drop-down below select the Rep that you wish to see the report for.

Not sure what I am missing, however, when I set one of these reports up and run it - it breaks due to the Employee filter.

I want to run the QuickBooks report by Sales Rep, who I have connected on the Sales Rep list in QuickBooks to the employees and went to a number of invoices and added the Sales Rep field and linked the invoices to Dan T. Miller as the Sales Rep. Also, I am logged in for the session as Admin and I have linked employee Dan T. Miller to my user. So, when I get to step 8 and add Employee /Dan T. Miller - I should be filtering on only Dan T. Miller's invoices, right?

I want to be able to filter screen lists by the session user and have them see only their lists and reports for their clients.

Thanks in advance for your help.

Shirley

Re: Sync Engine issue

Shirley Makrecky — Fri, 15 Apr 2011 20:48:41 GMT

Hi Michael:

It was my misinterpretation as to what to do with the sync engine on computer 2.

I was adding the account name - user name and password in the sync engine on computer 2 because I thought that was necessary to be synced to computer 1 "main computer". After reading your message, I went back and did a test change within Method (without adding account info) and then checked to see if the change showed up in QuickBooks and it did.

Thank you for your response.

Shirley

Re: Sync Engine issue

Shirley Makrecky — Fri, 15 Apr 2011 17:30:14 GMT

Hi Michael:

No, I don't have QuickBooks open on second computer.

The Method engine should be pointing to the QuickBooks on the first "main" computer right? I am wondering if when we reset the Computer To Sync with: (Even though it shows the new computer it did not actually reset and is looking at the old "main" computer which is non existent now, is that possible?)

If I did have QuickBooks open on computer 2 and tried connecting then I get this error:

4/15/2011 12:35:31 PM Warning: Error in OpenConnectionBeginSession, HRESULT = -2147220456 (80040418);
This application has not accessed this QuickBooks company data file before.
The QuickBooks administrator must grant an application permission to access a
QuickBooks company data file for the first time.; iContext=30

Which I understand I would have to then check the Integrated applications properties for both the engine and the listener and match them to the "main" computer. I would think this would not be necessary because the sync engine and listener is connected to the "main" computer and should not even be looking at the QuickBooks on the second computer (even if it is open)?

Pardon me if I am not understanding correctly. But, I don't know what else to try.

Sync Engine issue

Shirley Makrecky — Thu, 14 Apr 2011 22:21:23 GMT

Hi:

We upgraded to a new computer and we need to move our Method account to this new computer which will be the main computer with admin rights (using same company file in QuickBooks as before).

We went online into Method under the administrator and under the QuickBooks tab we clicked on the Reset for Computer to Sync with and then did a full synchronization (right from the Engine itself) once it was connected. After doing a sample test in both Method and QuickBooks to make sure changes were being done in real time, we then went to install the method engine on second computer.

Here is the issue. On the second computer when we try to connect to our company file it gives this message in the engine:

"Warning: Could not start QuickBooks / QuickBooks is closed"

QuickBooks is open – not closed on the new “main” computer.

We also test installed method engine on a computer outside our offices to see if that made a difference and same issue.

What do we need to do to resolve this issue to be able to synchronize to our QuickBooks file? Any help would be appreciated. Thank you.