Understanding QQube for QuickBooks

Version 101

Understanding QQube

CLEARIFY® TEAM

Published: 5/26/2014

CLEARIFY® TEAM

Updated: 5/4/2020

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QQube requires no knowledge of tables, relationships or having to deal with mapping documents, connection strings, and reverse engineering.

Start with an example - drag and drop.

Getting Started with QQube

Whether you are an advanced user, used to dealing with tables and relationships, or a novice who just wants to drag and drop fields onto a canvas, you should do the following:

STEP 1. SUCCESSFUL SYNCH. Make sure your analytic is loaded with no synch errors from the QQube Configuration Tool. (Grayed out analytics in the QQube Configuration Tool, means the analytic was not loaded.)

STEP 2. UNDERSTAND QUICKBOOKS DATA AVAILABILITY. Review what QuickBooks makes available - or not available to get a better understanding of what you can, and can't do with your analytics.

STEP 3. OPEN AN EXAMPLE. Start with one of the examples listed in the QQube Configuration Tool, and invoke the Excel Add-In, to become familiar with how the fields are organized.

There are over 220 Examples out of the box: one or more for each analytic, for Excel, PowerPivot, Power BI, Crystal Reports, Access, and Tableau.

Why Start with Excel?

Even though Excel may not be the application in which you will end up writing your reports or analytics. You should use it for three purposes:

Easily familiarize yourself with the data organization, using drag and drop features.
Use the Bubble Text to learn more about possible field values, and designed intentions.
Create Manual SQL Queries - for advanced users, if needed - without having to start from scratch. (The Excel Add-In is a front end for MSQuery)

How QQube Organizes Information

QQube contains 45 Analytic Areas with over 7,000 fields, organized according to a general business operational area.

There are six types of Analytics

[1] List and Information Analytics. The Company Setup analytic contains all lists in QuickBooks, and is used to compare one QB file against another. Price Level, Billing Rates, BOM, and Fixed Assets also fall under this category.

[2] Detail Analytics. These are subjects that contain line item level detail, and load data from the first date in the QuickBooks file. Examples are sales, purchases, job cost, inventory, general ledger detail.

[3] Detail Analytics Based On Open Status. Open Sales Orders and Purchase Orders are not date dependent. Accounts Receivable and Accounts Payable depend upon the date setting in the QQube Configuration Tool.

[4] Traditional Financial Summary Analytics. All complete sets of Financial Statements (and by Class) contain 36 periods of standard columns, as well as shortcut columns, e.g. current period, last month, etc. Information is aggregated at the account level by period. The 36 periods are controlled by what you set in the QQube Configuration Tool.

[5] QuickBooks Enterprise Only Profit and Loss Analytics. This includes Profit and Loss Actuals for (a) Job With Budget, (b) 52/53 Tax Year, (c) Actuals with Budget and Forecast. Information is aggregated at the account (and class) level by period.

[6] QuickBooks Enterprise Only Profit and Loss Freestyle Analytics. These subjects are aggregated at the account (and class) level by day. The 10 year is based upon the upper year you select in the QQube Configuration Tool.

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QQUBE ANALYTICS
Customers and Receivables Sales Open Sales Orders Accounts Receivable
Jobs, Time, and Mileage Job Cost Details Time Tracking Vehicle Mileage Profit and Loss by Job Profit and Loss by Job by Class
Inventory Inventory Management Bill of Materials (BOM)
Vendors and Payables Purchasing Open Purchase Orders Accounts Payable
Payroll and Human Resources Payroll
Financial Statements Financial Summary Balance Sheet - Standard Profit and Loss - Standard Statement of Cash Flows Trial Balance - Activity Trial Balance - All Dates Trial Balance - Current QuickBooks Enterprise Only Profit and Loss - Act/Budg/Forecast Profit and Loss - Freestyle
Financial Statements By Class Financial Summary By Class Balance Sheet by Class - Standard Profit and Loss by Class - Standard Trial Balance by Class - Activity Statement of Cash Flows by Class QuickBooks Enterprise Only Profit and Loss by Class - Act/Budg/Forecast Profit and Loss by Class - Freestyle
Financials for 52/53 Tax Year QuickBooks Enterprise Only Profit and Loss - 52/53 Tax Year Profit and Loss by Class - 52/53 Tax Year
General Ledger and Accountant General Ledger Detail Profit and Loss Detail Fixed Assets Cash Position
Auditing Audit Trail Sales Tax (USA)

How QQube Displays Data for Use

Each analytic has three parts:

Things You Measure. Amount, Qty, Rate, etc.
Things You Measure BY:
- Traditional Lists. Company Name, Account, Class, Item, Job, Sales Rep, etc.
- Document Attributes. Type, Ship Method, Reference Number, Custom Fields, etc.
- Line Attributes. Serial Number, Description, Custom Fields, etc.
- Geography. City, State, etc.
- Dates. Single Dates, as well as Traditional Date Dimensions e.g. Month Number, Quarter, Year, Day Number, etc.
Additional Calculations. Over 200 pre-calculated measures for PowerPivot and PowerBI, such as Sales YTD, Days Since Last Sale, etc.

SUMMARY ANALYTIC EXAMPLE:

Understanding QQube for QuickBooks | CLEARIFY

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