First, remember that Intuit does not provide direct access to the QuickBooks database; never have and never will. So there are a limited number of options for this purpose:
The whole premise of QQube is to eliminate the need for reverse engineering, and reading complicated documents to help decipher how all of the tables relate to each other. Second, QQube includes hundred and hundreds of calculations, can aggregate dozens of files, and puts everything together for you.
So if you are an end-user, you can drag and drop your fields into the application you choose to create your report in. If you are an advanced user,. e.g. developer or custom report expert, you can attach to the raw tables and quickly develop any custom project - in a fraction of the time it would take with any other option.
Our founder Chuck Vigeant, M.Ed. created the concepts for QuickBooks custom reporting as it is known today, having developed thousands during the first 15 years that Intuit exposed their data using the Software Development Kit. He is still considered the foremost authority on QuickBooks data extraction, the art of custom reporting, is also the only accounting technology professional ever contracted by Intuit to work in the actual database.
He has now passed on his legacy to some of the best and brightest in the Intuit Community and who are now accredited as QQube™ Certified Solution Providers.
Our QQube Certified Solution Providers are not only experts in the use of QQube technology, but are long standing QuickBooks experts and Pro Advisors - well known in the Intuit Community. In the course of their hands-on experiences with their QuickBooks clients, they have continually pushed the envelope when it comes to "thinking around the box".
The number one thing you should do, is to layout your report request column by column. Sending an example of the actual report before any meeting would be best, unless it is something you just have "in your head". - in which case a simple excel column by column example will suffice.
The Solution Provider will go over your report requests, column by column, to determine how the information ties to QuickBooks - before any quotes - or even ball park quotes, are given.
Pictures and agreements will eliminate scope creep.
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