The QQube Data Warehouse extracts relevant sales data from QuickBooks transforming it into multiple data models for custom reporting on customers, sales and receivables:
- Sales – includes the four QuickBooks posting sales transactions and two non-posting transactions
- Open Sales Orders – a variety of details based upon open sales orders only
- Accounts Receivable – which gives you granular line-item information for A/R transactions
Each data model has hundreds of fields that you can just drag and drop in the tool of your choice to create any type of custom report to analyze QuickBooks customers, sales, and receivables. We include starter examples in the QQube Configuration Tool for Excel, PowerPivot, Power BI, Tableau, Crystal Reports, and Access.
There is no need to deal with tables, relationships, or data dictionaries.
Sales Highlights
- Customer Profiles
- Sales Analysis and Buying Patterns
- Discounts
- Commissions Including by Fully Paid Date
Features
- Over 1,750 Available Fields
- 41 Total Measures including 23 not available in QuickBooks reports
- 450 Additional DAX Measures for Power Pivot and Power BI
- Includes Posting and Non-Posting Sales Transaction Line Details
Sales Highlights
- Customer Profiles
- Sales Analysis and Buying Patterns
- Discounts
- Commissions Including by Fully Paid Date
Features
- Over 1,750 Available Fields
- 41 Total Measures including 23 not available in QuickBooks reports
- 450 Additional DAX Measures for Power Pivot and Power BI
- Includes Posting and Non-Posting Sales Transaction Line Details
Open Sales Orders
- Initial Fulfillment and Back Orders
- Expected Shipping Date Metrics
- BOM Extrapolation
Features
- Over 800 Available Fields
- 20 Total Measures including 8 not available in QuickBooks reports
- 57 Additional DAX Measures for Power Pivot and Power BI
Accounts Receivable
- Aging by Due Date and Transaction Date Side by Side
- Full Customer Notes
- Average Days Past Due vs Average Terms
Features
- Over 750 Available Fields
- 22 Total Measures including 9 not available in QuickBooks reports
- 35 Additional DAX Measures for Power Pivot and Power BI
Compare to a Connector
A QuickBooks ODBC driver extracts and displays the raw text information available from the Intuit SDK to produce individual table-like structures.
QQube adds additional logic, extended details, calculated fields, and enhanced analysis capabilities into comprehensive models.
For instance, we provide total discounts, amounts applied on the invoice, fully paid date, and sales orders with bill of materials extrapolation.
We also include hundreds of additional DAX measures for PowerPivot and Power BI to make it even easier to create your Custom QuickBooks Customer, Sales, and Accounts Receivable reports.
QQube Schema Details
Custom QuickBooks Sales Overview Example in Power BI
History, Average Purchase, YOY Performance, Distribution
Custom QuickBooks Sales Pattern Report Example in PowerPivot
Over 450 Date Pattern Measures Specifically for PowerPivot (and Power BI)
Custom QuickBooks Sales Performance Example in Power BI
MTD and YTD Metrics
Custom QuickBooks Fill Rate Report Example in Excel
From Sales Order to Invoice
Custom QuickBooks Sales Rep Performance Report Example in Excel
New and Existing Customers, Historical Perspective and Fully Paid Dates
Custom QuickBooks Sales Rep Analysis Example in Power BI
Commissions and Profitability, Fully Paid Dates and Applied Credits
Custom QuickBooks Open Sales Orders Visualization in Power BI
Overview and Valuation
Custom QuickBooks Accounts Receivable Visualization in Power BI
A/R by Job, by Class, by Sales or Job Rep, Compare Past Due vs Average Terms
