QuickBooks desktop editions

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QuickBooks is the name of various editions of Microsoft Windows-based desktop accounting software. FullSpeed works with all desktop editions of QuickBooks (Pro, Premier, Enterprise, etc.), including U.S. and non-U.S. versions—UK, Canadian, Australian, etc. ( www.QuickBooks.com )

Usage Notes

®When testing a new macro or when you have entered a lot of data on a QuickBooks form (an invoice, purchase order, etc.) it's a good idea to save the form's data, then run the macro. Then if the macro works differently than you expected you can revert or cancel the form to get your original data back.
®In some situations FullSpeed may be able to access data from a form's header to use in formulas elsewhere in the form. This is an advanced technique, discussed in the Problem Solved topic Using data from header fields.
®QuickBooks' header fields are accessible to FullSpeed formulas as a source of data for calculations—things like a customer code, discount percentage, fuel surcharge amount, special date, etc.

QuickBooks Fields

Data limitations of fields

In QuickBooks as in most applications, some fields accept a limited range of data. The Quantity and Rate (or Price) columns, for instance, only accept numbers...and they reject numbers with more than five decimal places! If your macro tries to send data to a QuickBooks field which doesn't conform to the field's requirements, QuickBooks will likely pop up an error message, and that will cause your macro to stop running.

When creating formulas, keep in mind that you are in charge of how FullSpeed sends results to the target application. When necessary, use FullSpeed's formatting features to control the format and number of decimal places of numeric results. Also, you can use spreadsheet functions like IF to prevent sending certain kinds of results which would produce errors—such as preventing negative numbers from being sent to a field which accepts only positive numbers.

Accessibility of certain fields

You might think that all fields on a QuickBooks form would be accessible, but that isn't so! Only fields which are accessible according to the following rules can be sources of data for FullSpeed formulas, or destinations for writing formula results.

Fields in the header area:  if you can move into the field by pressing the Tab or Shift-Tab keys, the field is accessible and can be used by FullSpeed.
For columns in the line items area the rule is a bit different:  if you can move into the field by pressing the Tab or Shift-Tab keys on a blank row of the form, then the column is accessible and can be used by FullSpeed.
Observing this simple rule will save you a lot of frustration, due to errors caused by macros that work "part of the time" but not always.

Why test access on a blank row? Because columns which are accessible by Tabbing across a blank row are accessible for all QuickBooks Item types. (Columns which are inaccessible  on a blank row can only be accessed for some  Item types.)

Any QuickBooks column with a grayed background won't be accessible. Also, any column which is supported by some Item types but not others won't be universally accessible to your macros. The following are examples:

Field Name

Description

U/M

Unit of Measure. This field is only supported for Inventory Part Items, so it is not universally accessible to FullSpeed macros.

MPN

Manufacturer's Part Number. This field is available for several Item types but not all, so it is not universally accessible to FullSpeed macros.