Multiple QuickBooks Companies in the QQube Add-In | CLEARIFY

Working with Multiple Companies

There are several ways to work with multiple companies in Excel

• One is the Selector method which filters out all data for companies not chosen
• The other is the built in Excel Filter Method

Add-In Selector

If you have multiple companies loaded in QQube, they will appear in a list, as the last step before the data initially appears in Excel. When filtering out using this method, any data from the company(ies) not chosen 

Once you have chosen which companies you want for your initial offering, you can hit the 'Back' Button and re-choose:

Using the Company Folder

A second method is to use the Company Folder that QQube provides for each subject, and use native Excel functionality to select one or more companies. Using this method will ensure that all data for all companies chosen will be part of the spreadsheet, so that you can send to someone else, and let them filter.