I have a Quickbooks database that I need to get some custom reporting from. We have a consultant that needs some data and it currently takes us an hour + once a month to put it together. I'd love to have this automated where it was a simple click.

I'm OK tech wise as I've been in the software support and utilization business for a while. This is for a small business so it needs to be simple and cheap.

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Posted by TAMU-93

Sachse, TX

Member since Oct 2012

1073 posts

Posted on 2/21/23 at 11:40 am to Aubie Spr96

Not sure what you're currently using to pull data. But there is an ODBC driver for Quickbooks: File -> Utilities -> Setup ODBC. You could then query against the database using Access for example.

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Posted by Aubie Spr96

lolwut?

Member since Dec 2009

43194 posts

Posted on 2/21/23 at 1:53 pm to TAMU-93

Thanks. I'll take a look at it tonight.

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Posted by BeepNode

Lafayette

Member since Feb 2014

10005 posts

Posted on 2/22/23 at 9:21 pm to Aubie Spr96

If you have office 365, use Power Apps. I use Tableau for many clients now.

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Posted by NPComb

Member since Jan 2019

27772 posts

Posted on 2/23/23 at 12:11 am to Aubie Spr96

quote:
Power BI

Great tool if you can map the SQL DB for queries. It can mimic dashboard results if connected to a production system versus an analytics server that has to replicate.

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Posted by Seeing Grey

Member since Sep 2015

753 posts

Posted on 2/24/23 at 10:45 am to Aubie Spr96

I know it might be somewhat of a stretch, but this is a perfect fit for a small python script.

There's a QuickBooks API, pull the data into a Jupyter notebook then use a visualization library like plotly to plot anything you need.

It would take some basic programming knowledge, but not super complicated at all.

The positives, everything is for free and you would learn other ways to leverage the python ecosystem.

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Posted by LSU316