QQube Add-In For Excel | CLEARIFY

QQube Excel Add-In

The purpose of the QQube Excel Add-In is to make it easy to build a QuickBooks report, analytic, or visualization and provides six functions: 

1. Select Assistant. A quick and efficient way to drag and drop the fields you want in your Excel report or analysis.
2. Templates. Open a pre-built QQube template, or save your current spreadsheet layout as a new template.
3. Refresh Behavior. Options to control data updates when opening up a spreadsheet.
4. Financial Statement Formatting. A tool to clean up your presentation for financial summary analytics (and profit and loss detail).
5. Synch Monitor.  Convenient way to determine the status of the last synch process
6. Help options. LInks to our step-by-step by guides, how to find a QQube Certified Solution Provider, and suggesting a new feature.

The QQube Excel Add-In will work with Excel 2007 and above, but is only officially supported in versions 2013 and above, including Office 365.. 64 bit Excel is both supported - and encouraged.

The Excel Add-In ability to pick fields is not used in the Excel PowerPivot, as PowerPivot works differently. 

In This Section

• Selecting Your Fields
• Working with Templates
• Worksheet Refresh Options
• Formatting Financial Statements
• Working with Multiple Companies