So you’ve assigned a price level to each of your customers…cool. Now what? You would like to get a report of them, right? Not so cool. QuickBooks does not have a report that will get you this report. But, don’t despair, I can get that report (plus many others) for you. If you want to do it, here’s how:
Note: Enterprise Solutions includes the ODBC driver used here with the purchase of the software. For those of you who are not in Enterprise Solutions, you will have to purchase the ODBC driver. You can purchase that at our store (coming soon) or call QB Services and we will get you a license.
- Open Enterprise Solutions.
- Open MS Access.
- Select “External Data/More/ODBC Database” from the ribbon. (you will need to set up the ODBC connection in the control panel prior to using this). Please request how to set this up and if more people want it, I’ll provide instructions.
- Click on, “Link to the data source by creating a linked table” and then click “OK”.
- Select tab, “Machine Data Source” and select “QuickBooks Data”.
- If this is the first time you have used the ODBC driver for this company file or if you have removed the permissions, the following form will pop up:
- Select your preferred option and click “OK”.
- Now a form with all the tables you may access should pop up in your database program (Access in this case).
- Select the tables, “Customer” and “Price Levels” and select “OK”.
- Now these two table should appear in your Access database.
- Select the “Create” tab and the “Query Design” button on the far left of the ribbon.
- Select both tables that you just linked to and click, “Add” (you can click more than one at a time).
- Now, in the table “Customer” way near the bottom, left-click and drag the column named, “PriceLevelRefListID”, over to the column labeled, “ListID” in the “PriceLevel” table. (whew!)
- Now, select the customer information you want to see in the report like the customer name, address, phone, etc…. and the “Name” in the “PriceLevel” table which tell you the name of each price level for each customer. You might also want to know when the price level was last changed. For this, select the “TimeModified” from the “PriceLevel” table.
- Run the query.