QuickBooks Reports in Excel using QQube | CLEARIFY

Video Overview of the Steps to Get Started

1. Checking our guides for application requirements.
2. Ensuring that the data from QuickBooks is successfully synched.
3. Becoming familiar with what isn’t available from the QuickBooks data extraction process.
4. Learning how the QQube Data Models for Excel are organized.
5. Starting with an Excel example from the QQube Configuration Tool.

Additionally we discuss expectations, and two types of dynamic reporting:>

• Ranges or Lists
• Pivot Tables