Profit and Loss by Class - 52/53 Tax Year | CLEARIFY

Profit and Loss by Class 52/53 Tax Year Analytic (QuickBooks Enterprise Only)

Overview

• 182 Pre-Calculated Measures including column arrangements not possible in QuickBooks
• 4 Additional Calculated Measures in Power BI
• Aggregated by Month for up to 40 Periods across three years
• Flexible Reporting Periods:
  • 13 x 4
  • 4-4-5
  • 4-5-4
  • 5-4-4
• 3 List Dimensions with over 110 fields for Company, Account and Class
• 1 52/53 Calendar Dimension with over 35 Date Categories, e.g. period #, Tax Quarter
• 5 Out-of-the box metrics using Power BI
• Power BI examples for cell phone readability
• Excel Add-In contains Presentation Clean-Up Tool

Purpose and Usage

Attributes and Fields

AVAILABLE FIELDS	LINKS TO MORE INFORMATION
	Dates and Calendar Dimensions: NONE
	Document Based Dimensions:  NONE
	List Based Dimensions:  Account (Profit and Loss) Company
	Linked Information:  NONE

Notes

Traditional Profit and Loss Standard Analytic, for businesses with specific week needs or who follow the IRS standard for 52/53 Tax Year. This capability is not available inside of QuickBooks.

Filter or Organize by Class - including simultaneous multi-class reporting

Shortcuts for periods e.g. Current Month, Last Month.  

36 Periods controlled in the QQube Configuration Tool for these calendar types"

• 4x4x5
• 4x5x4
• 5x4x4

39 Periods controlled in the QQube Configuration Tool for

• 13 x 4

Measure Shortcuts were introduced in QQube Version 6.1

Available Application Shells

• Microsoft Excel
• Microsoft PowerPivot 2013-2016
• Microsoft PowerBI
• Microsoft Access
• SAP Crystal Reports
• Tableau