Available on February 5th, 2013, this is a full upgrade release which adds Sales Tax and Audit Trail Analysis, Balance Sheet by Class; exposes new information in QuickBooks 2013; gives you Excel PowerPivot functionality out of the box; makes it much easier to install, get up to speed and use; and includes a number of ease-of-use improvements to the Excel Add-In and Configuration tool based upon user feedback.
Sales Tax Analysis Compare actual Sales Tax accrued in QuickBooks transactions to the default taxable status of customers and items. How about collection of out of state tax requirements? Don't get caught in a Sales Tax Audit without knowing the facts!
Balance Sheet by Class QQube makes available this feature for summary reporting only, and contains 36 periods of information like other QQube Financial Subjects.
Audit Trail Makes it possible to see the total number changes per transactions, the list of sequential changes, and the dollar amount change from the previous entry. In addition you can analyze data entry by user, by time segments, even days of the week across the year. Or find out when list items were created or modified. Instantly filter by deleted or voided transactions. This tool is a must for any auditor.
Improved WIP We have added the capability to use Price Levels and Billing Rates to calculate theoretical billing / WIP in Job Costing for items other than Time Tracking entries. For instance, you could take the quantity of hours performed by a vendor in a bill, and multiply it by the billing rate for that vendor, or the price level for that customer. Prior to this, QQube had this capability only for Time Tracking Entries.
Unapplied Job Cost Credits QQube now contains a field within Job Costing that contains all unapplied credits. Some customers, do not create invoices, and then apply payments; they may receive a payment, or create a deposit that is unapplied.
Inventory Forecasting Several improvements were made to help customers with forecasting. First, QQube makes it easy to show on hand, open PO and open SO details - using one click Excel technology to choose one or multiple items. This makes it no longer necessary to run reports every time part information is needed. Second, using Excel PowerPivot technology, you no longer need a programmer to create historical sales/consumption data side by side with OH, open SO (including assembly parts), and open PO.
Sales Tax Item Dimension Information about the sales tax code is now available in the following subjects: OpenSO, Sales, Open A/R, Cash Requirements, GL Detail, Sales Consumption, Estended G/L Detail, Audit Trail.
Sequence Numbers To accommodate a number of customer and Solution Provider requests, we have added line sequence numbers in the Sales and Open Sales Order Subject.
Dashboard Examples We have included dashboard examples and raw dashboard templates that can be used with SAP® Crystal Dashboarding products. Creating 'what ifs' using sliders and dials has never been easier.
5500 Fields and Counting Yes, we made QQube simpler, but for the die hard report writing fan, we just keep adding to the tally. Users demand it - we have it. We now have included over 100 examples out of the box for Excel, Excel PowerPivot, Crystal Reports, Crystal Dashboards, Access. Even plug directly into SQL Server. We don't want ANYONE to have to deal with a tables/relationships, mapping documents, or months of learning how to reverse engineer QuickBooks.
Additional Contact Information 18 additional fields for Customer, Job and Vendor, including secondary e-mails, linked in, twitter, etc.
Site Location Location has been added to Advanced Inventory in QuickBooks 2013. This now available in QQube for the following subjects: Inventory, Sales Tax, Open SO and Sales.
Add-On is now a ribbon We have added a Tab Ribbon to Excel to expand the capabilities of QQube within Excel
Company Selection This simple, but new feature gives users the choice of working with one, or multiple companies within Excel. This will reduce the amount of data brought into Excel for analysis, and make it easier for larger firms to work with QQube installations which contain dozens of QuickBooks files.
Subject Consolidation and Organization We have simplified the Subject tree to make it easier for the end-user to get started. Fewer categories, and simpler organization to find what you want.
Easier to Use and Read
Show Last Update Tells you the date of the last update within QQube, and allows you to go directly to the Configuration Tool
Auto Format There are two Financial Summary Subjects which required too many manual steps in ealier versions of QQube.
Auto Formatting for Drag and Drop Fields When you drag a field within Excel, it will create the proper format for the number, percentage, etc. for a cleaner look with less user intervention.
The latest release of PowerPivot for Excel is a game changer for those who want to quickly look at any aspect of their business. All you have to do is open up one of the subject examples in the QQube Configuration Tool, e.g. job costing, sales, general ledger and begin your analysis/reporting. The regular Pivot Table feature in Excel made it difficult to do even simple calculations, and was slow when dealing with large amounts of data.
This has all changed with PowerPivot. Millions of rows and drag and drop in literally milliseconds. It is a free download from Microsoft, and is integrated as a Menu Tab within Excel once installed. The ability to use your existing Excel knowledge, and just click on an item or customer and show just the related data is truly a 'wow' factor.
Minimum Requirements The QQube installation routine will stop and warn you for the following:
The Wizard is one of our most noticeable improvements with regard to getting people up to speed using QQube. This version:
There are only 4 simple steps to get up to speed after installing QQube:
Cleaner Look QQube will show fewer options by default - only the synchronization options and QQube application examples will be visible - while allowing advanced users to expand other components if they wish. We changed the fonts to make it more readable.
Solving Issues via the synchronization logs 95% of all issues with QQube For QuickBooks has to do with communicatons between the two applications - and 100% of those are controllable by the user. Log Errors will allow you to click directly on a link to a short article on how to fix the issue in real time.
Log Information This version includes over a dozen improvements regarding information captured during the synchronization process, including QB file size, Versions and Release Numbers, hardware environment, and data extraction information; making it easier to help customers with synchronization issues.
Date Options Date options are now shown with the subject - easier to find and apply.
There are over fifty additional improvements, bug fixes, and enhancements in this version. Among the highlights:
The overriding purpose of this Release was to do one thing: SIMPLIFY Easier to get started, easier to use