I have modified some VB sample code to get most of what I need done using the QuickBooks SDK in an app launched from Excel using VBA. I am able to produce both a Time by Job Summary report and a Job Estimates vs. Actuals report, but for the latter I need to produce filtered copies of it for each customer:job reference number, and I'm not sure what the proper syntax is for this even after looking over the specific query in the API Reference for QB Desktop.
I'm fairly sure that this needs to be done during the request phase. Also, I'm using QBFC, so I have tried various combinations that seem logical, but still haven't received the desired output. If it helps, an example of what is needed for the filter would be like: 20-5050 Dan Barton Trucks. Below is my code for the request:
Set jobRQ = requestSet.AppendJobReportQueryRq
customerRef = "20-5050 Dan Barton Trucks"
With jobRQ
.JobReportType.SetValue ENJobReportType.jrtJobEstimatesVsActualsSummary
.ReportEntityFilter.ORReportEntityFilter.EntityTypeFilter.SetValue etfCustomer
' .ReportEntityFilter.ORReportEntityFilter.FullNameList.Add (customerRefID)
.ORReportPeriod.ReportPeriod.FromReportDate.SetValue dateFrom
.ORReportPeriod.ReportPeriod.ToReportDate.SetValue dateTo
.SummarizeColumnsBy.SetValue scbTotalOnly
.IncludeSubcolumns.SetValue True
.DisplayReport.SetValue True
End With
I have commented out the line that doesn't work.