Enterprise 15 automatic reports
I have many company files which I want to make automatic Email reports for. Is this possible?
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You have to open QuickBooks and pull up the report (saved or built) and then you can easily email the report. But you cannot mail a report with QuickBooks not running.
Agree. Are these standard reports that come with QB or are you looking to build custom reports?
To access QB data from Crystal you must be signed into the company file.
Not sure if you can build an application to
sign in to the company file
send the reports
sign out of the company file
Repeat for each company
mlmcc
To access QB data from Crystal you must be signed into the company file.
Not sure if you can build an application to
sign in to the company file
send the reports
sign out of the company file
Repeat for each company
mlmcc
mlmcc: I think they should built that functionality as stock! We all need that! Thanks for your help.
QuickBooks cannot work automatically by itself. It never has and does not have that functionality now.
Best you can do: Set up reports and save them. Call up the company in QB and email the report.
Best you can do: Set up reports and save them. Call up the company in QB and email the report.
Why would you expect QB to build an application just to print reports and in particular from multiple companies without some method of ensuring valid access?
QB expects the user to work in a single company file and interactively produce the reports. The only way it has to verify you are a valid user is to login to QB through the company file. If it was open for access to third-party tools without the login, your data is not secure and the wrong people could mess with or at least see it.
All of the companies I have worked with have a single company file. I realize there are probably cases where a company has multiple company files or uses multiple company files to have separate bookkeeping/accounts for divisions, departments, etc.
mlmcc
QB expects the user to work in a single company file and interactively produce the reports. The only way it has to verify you are a valid user is to login to QB through the company file. If it was open for access to third-party tools without the login, your data is not secure and the wrong people could mess with or at least see it.
All of the companies I have worked with have a single company file. I realize there are probably cases where a company has multiple company files or uses multiple company files to have separate bookkeeping/accounts for divisions, departments, etc.
mlmcc
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