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Pragmatic Quickbooks reports
Get all of your reporting managed in one click!!!
We are here with a perfect requirement for today’s need that will help user to get the reports managed faster than ever before!!!!
In order to have usage of this functionality, user need to have pragmatic_quickbooks_connector installed on their server.
Quickbook Reports Features
Quick view of quickbooks reports without need to login to quickbooks
Get a detailed report with proper formatting
The simplest way to view quickbook reports with Odoo!
Here is the key to do that:
In quickbooks there are multiple types of report entities,the following two types of reports can be synced with odoo
1. BalanceSheet
The information below provides a reference on how to query the Balance Sheet report from the QuickBooks Online Report Service.
2. Profit And Loss
The information below provides a reference on how to access the Profit and Loss Summary report from the QuickBooks Online Report Service.
In order to have the functionality of reports, here is the procedure that needs to be followed :
After installation of pragmatic_quickbooks_report
Go to Apps->Invoicing
Click on Reporting Tab
Depending on your requirement you can also select Accounting methods which are of two types:Accrual and cash.
Under Quickbooks reports you will be able to find two options that are related with quickbook i.e
- Quickbook Balance Sheet Report
- Quickbook Profit & Loss Report
Select the date period for which you want to generate the report and click on Generate report button
The same applies for Profit & Loss Report
