QBCountExisting

This utility could install to M:\medicalobjects\local tests\QuickBooksXmo\QBCountExisting.exe or any other path.

The QODBC driver must have already been installed. (See: How_to_setup_export_to_QuickBooks#QODBC_Driver)

This utility only selects counts of customers, and checks the DOB to make sure it is a valid d/m/y entry. It does not reveal any private information.

No other configuration or setup is needed; just run QBCountExisting.exe on the same computer that has QODBC installed.

It should look like this when it first opens:

Click the button and wait for results.

To test the utility, use the scenario #4 test file (public data from QuickBooks, with some adjustments).

QBCountExisting: Sample Results

Started Monday 10-Aug-2009 04:07:08

Count of patients: = 17

Count of QB customers with null firstname: = 3

Count of QB customers with null lastname: = 3

Count of QB customers with null date of birth: = 11 ...saving invalid DOB info Count dates in perfect dd/mm/yyyy format = 32; close-dates = 4555; completely invalid = 10 The close-dates could be cleaned automatically.

Count of QB customers that might match MO: = 3

Count of QB customers with any Notes: = 0

Count of QB customers with GP Name, Address or PCode: = 2

Count of QB customers with Allergies data: = 2

Count of QB customers with Insurance data: = 1

Count of QB customers with AccountNumber already used: = 0

Finished Monday 10-Aug-2009 04:07:35

QBCountExisting: Desired Results

Under DOB, you want the highest possible number to be in perfect dd/mm/yyyy format and 0 close-dates.

Under Count of QB customers that might match MO, you want the number to equal the total number of customers in the file.

Under AccountNumber already used, you want 0.