Financial Statements by Class

QQube for QuickBooks Data Warehouse

The QQube Data Warehouse uses several methods to connect to QuickBooks to grab financial statement data transforming the results into fields that you can just drag and drop in the tool of your choice to create any type of custom QuickBooks Financial Statement by Class report, or visualization.

We include starter examples in the QQube Configuration Tool for Excel, PowerPivot, Power BI, Tableau, Crystal Reports, and Access, and we have several additional examples specifically designed for PowerPivot and Power BI.

Balance Sheet by Class (Standard Period)

  • Aggregated by Month for 36 Periods
  • Traditional Balance Sheet
  • Actuals Only as Budget not Available in QuickBooks BS
  • Class Side by Side or Grouped Vertically
  • 61 Pre-Calculated Measures including Shortcut Measures
  • DAX measures for Power/Pivot and Power BI
  • Excel Add-In contains Presentation Clean-Up Tool

Profit and Loss by Class (Standard Period)

  • Aggregated by Month for 36 Periods
  • Traditional Profit and Loss
  • Compare Actual vs Budget including % of Sales
  • Class Side by Side or Grouped Vertically
  • 404 Pre-Calculated Measures including Shortcut Measures
  • DAX measures for Power/Pivot and Power BI
  • Special Microsoft Access Views to get around 256 column limitations
  • Excel Add-In contains Presentation Clean-Up Tool

Statement Cash Flows Class (Standard Period)

  • Aggregated by Month for 36 Periods
  • Ability to See Month by Month, Side by Side
  • Net Cash Details
  • Class Side by Side or Grouped Vertically
  • 84 Pre-Calculated Measures
  • DAX measures for Power/Pivot and Power BI

Profit & Loss Class Advanced (Standard Period)

  • QuickBooks Enterprise Only
  • Aggregated by Month for 36 Periods
  • Traditional Profit and Loss
  • Compare Side-by-Side Actual vs Budget vs Forecast
  • Class Side by Side or Grouped Vertically
  • 606 Pre-Calculated Measures including Shortcut Measures
  • DAX measures for Power/Pivot and Power BI
  • Special Microsoft Access Views to get around 256 column limitations
  • Excel Add-In contains Presentation Clean-Up Tool

Profit and Loss (Flexible Period)

  • QuickBooks Enterprise Only
  • Aggregated by Day for any number of years
  • Traditional Profit and Loss with EBITDA
  • Compare Actuals vs Budget including % of Sales
  • Specifically Designed for Power/Pivot and Power BI
  • 4 Basic Measures: Actual, Budget, Forecast, Actual Foreign
  • 251 Additional DAX Measures for Power Pivot and Power BI

Combine Multiple Company Files

QQube has Multi-Company Add-Ons to allow you to aggregate or filter your financial reports by class for any number of QuickBooks files.

Learn more about consolidating multiple QuickBooks Financial Statements by Class

Rearrange Your Chart of Accounts

One of our QQube Certified Partners has developed a tool (AHA!) that allows you to re-map your accounts in ways that QuickBooks cannot.

Learn more about the ability to rearrange your QuickBooks Accounts


Compare to a Connector

An ODBC connector extracts and displays the raw report information available from the Intuit SDK.

QQube formulates complete financial statements and hundreds of column options.

For instance, you can view your QuickBooks Financial Statements by class across columns, or one beneath another in one column.

We also provide hundreds of additional DAX measures for PowerPivot and Power BI.

Actuals, Budget, Period Shortcuts, % Sales

Custom QuickBooks Consolidated Profit and Loss by Class Report using Crystal

Comparisons, Working Capital, Current Ratio

QuickBooks Balance Sheet by Class Overview Visualization using Power BI

Actuals with Class by Column

QuickBooks Balance Sheet by Class using Excel

36 Monthly Period Actual and Budget Comparisons

QuickBooks Profit and Loss Standard Report using Excel

36 Monthly Period Actual, Budget and Forecast Comparisons

Custom QuickBooks Advanced Profit and Loss by Class Report using Excel

Combine Standard Rows and Columns with Visualizations

QuickBooks Profit and Loss by Class Overview Visualization using Power BI

Flexible Period Reporting

Custom QuickBooks Profit and Loss by Class Report using PowerPivot

Quarter, Month, Week in rows within Year

QuickBooks Profit and Loss by Class Visualization using Power BI

Flexible Period Reporting

Custom QuickBooks Profit and Loss by Class with EBITDA Report using PowerPivot

Profit and Loss by Class with Flexible Period Reporting

QuickBooks Trailing Twelve Months Report using PowerPivot

Compare Pattern Period Measures

QuickBooks Profit and Loss by Class Report using PowerPivot

36 Monthly Periods Side-by-Side, Class can be Columns or Rows

Custom QuickBooks Statement of Cash Flows by Class Report using Excel

Visualization Example

QuickBooks Statement of Cash Flows by Class Visualization using Power BI

Readable Financial Statements by Class on any Mobile Device

QuickBooks Financial Statements by Class on Mobile using Power BI