Code Generator | VBA

AutomateQuickBooksMemorizedReport

Scheduled automation of a QuickBooks memorized report by name parameter in VBA with validation and application interaction.


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This Query related with thread "AutomateQuickBooksMemorizedReport "

Prompt

best approach to run a QuickBooks memorized report on a scheduled time

Answer

'Function: RunQuickBooksMemorizedReport
'Description: Automates running a QuickBooks memorized report on a scheduled time
'Parameters: reportName (String) - name of the memorized report in QuickBooks
'Return Type: None

Sub RunQuickBooksMemorizedReport(reportName As String)
    ' Add necessary references for interacting with QuickBooks
    ' Validate inputs
    ' Connect to QuickBooks application instance
    ' Access memorized report by name
    ' Set scheduling parameters for the report
    ' Run the report
    ' Close QuickBooks application instance
End Sub

Code Usage Example:

Sub TestRunQuickBooksMemorizedReport()
    Dim reportName As String
    reportName = "Sales Report"
    
    RunQuickBooksMemorizedReport(reportName)
End Sub

In this function:

  • The RunQuickBooksMemorizedReport function automates the process of running a QuickBooks memorized report on a scheduled time.
  • It takes the reportName as a parameter, representing the name of the specific memorized report to be executed.
  • The function should include input validation, such as verifying if the reportName exists in QuickBooks.
  • It should establish a connection to the QuickBooks application, access the specified memorized report, set scheduling parameters (if needed), run the report, and then close the QuickBooks application.
  • A sample usage scenario is demonstrated in TestRunQuickBooksMemorizedReport, where a report named "Sales Report" is scheduled to run.

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Description

Scheduled automation of a QuickBooks memorized report by name parameter in VBA with validation and application interaction.