QQube Configuration Tool History | CLEARIFY

QQube Configuration Tool Release Notes

Listing of Additions, Changes to the QQube Configuration Tool in major releases.  Go here for detail QQube Version History:

Version 7.7 (Build 513) [09/22/2020]

BUG FIXES

• Updated and fixed various links from within the tool to the website

CHANGES AND IMPROVEMENTS

• Two error conditions now have more forceful messaging to alert customers that reloading from scratch is absolute, and prefacing the error message with "COMPLETE RELOAD REQUIRED".   There are two situations where this is necessary:
  • Manual Abort
  • Abnormal Synch Interruption

Balance Sheet by Class

Since the class splits of transactions are not stored underneath the hood in QuickBooks, it is necessary to extract the actual Balance Sheet by Class report for the Balance Sheet by Class Analytic.

However, this "report extract" takes the exact time it would take as if you were manually running the report in QuickBooks.  If you have a large number of classes and a large file in general, this process can literally take hours, and can be a hindrance to nightly or even manual synchs.

Since, the Balance by Sheet is not typically looked at on a daily basis, we have provided a feature under Advanced Options, that will allow you to bypass the synch of this analytic - and avoid the largest consumption of extract time in the list of Financial Analytics by Class.

With this feature, you can just run the Balance Sheet by Class over the weekend.

Version 7.7 (Build 508) [08/10/2020]

BUG FIXES

• Re-applied the rule to automatically reload sample company file data from scratch, because of how a sample file handles the internal timestamps.  It got turned off accidentally in 6.x versions of QQube.

CHANGES AND IMPROVEMENTS

• Requires installation of .NET 4.8

Version 7.6 (Build 492) [11/15/2019]

BUG FIXES

• Fix issue where views for PandL by Job and Class were not getting removed when unchecked from the manual refresh area.

Version 7.3 (Build 481) [06/12/2019]

BUG FIXES

• Fix issue where Vendor Contact ID was null due to QB corruption
• Fix setup wizard not calling calendar update

CHANGES AND IMPROVEMENTS

• Added option for skipping company files during the scheduled synch

Version 7.2 (Build 474) [04/05/2019]

CHANGES AND IMPROVEMENTS

Manual Refresh

There is now an option on the Manual Refresh Page to skip files that have not been changed.  This mirrors the functionality and options on the Scheduler Page.

Log

We have added the License ID expiration date in the log.

Upgrade

Custom Chunking Values will now be copied over to the new version during the upgrade process.

Version 7.1 (Build 471) [02/21/2019]

BUG FIXES

Installation

• Fix issue where, upon installation, a message would appear that said "Specified Database Not Found", requiring the end-user to manually navigate to the database. (Bug 003)
• Fix issue where database would be renamed, and when upgraded would cause multi-windows to appear, requiring manual shutdown via task manager. (Bug 009)

Configuration Tool

• Fixed incorrect links (Bug 004)
  • Link after creating case should say https://clearify.com
  • Fiscal Year Setup in Config Tool has wrong writing and link.  Should say "What is the Fiscal Year Setup and should link to https://clearify.com/wiki/view/4262/fiscal-year-setup
  • Suggestion Box on About QQube should be pointing to: https://clearify.com/forums/qqube-technology/1444/new-ideas
• Misspelling (Bug 005)
  • Freestyle was spelled incorrectly

CHANGES AND IMPROVEMENTS

Requirements

Using Release components 17.0.9.4935

Installation

• On upgrade rename the database back to its original name (Old one is renamed (oldname)_backup#.db
• QQube will show a warning sign that the server will need to be rebooted upon completion of the installation, if .NET 4.7.2 needs to be installed.  Exit is allowed.

Configuration Tool

• Subscription Date Expiration Date on Help>About Screen
• 52/53 Tax Year Calendar can be changed directly from Available Analytics - as well as the existing Fiscal Year Calendar Section.
• Upgrade graphics for QQube™ and CLEARIFY®

Version 7.0 (Build 465) [10/16/2018]

Multi-Company Files

• We have added new behavior so that if a QB file time stamp hasn't changed since the last update, the QB file won't be updated again; QQube will just move on to the next file in the list.

Available Analytic Areas

Analytic Areas have been re-arranged to:

• More closely resemble what users see inside of QuickBooks
• Silo information according to business type, e.g. construction, retail, etc.

Available Financial Statement Analytics

• All individual pieces of the Financial Statements and Financial Statements by Class will now show in the QQube Configuration Tool.  There will be one 'parent' check box that will auto check all dependent analytics.

Fiscal and 52/53 Tax Year Options

• Moved these options under advanced options for simplification. 

Advanced Options

• Synchronizer and database manager options are no longer able to be checked or unchecked.

Data Synch - Scheduler

• Removed the Run Now button from the Scheduler Page to reduce possible confusion with the values in the Logs>Refresh Type column.

Manual Refresh Load Options 

• Reworked the list of analytics to be loaded to resemble the hierarchy of available analytics to assimilate congruency and less confusion. 

Data Synch - Synch Logs

Reworked the screen to give more pertinent and readable information for the end user. 

Example Files Open When Loaded

• Examples for unloaded analytics will be grayed out in the example section of the QQube Configuration Tool.  You can also alphabetize each column in the example area.

Manual Client Connection

• In cases where it is necessary to put in the host:2638 information in the connection box in the multi-user client, you will only be allowed to put in ip addresses.  e.g. 190.170.120.100:2638 

Version 6.36 (Build 447) [4/18/2018]

Profit and Loss by Class

• Fix memory in leak when manually refreshing this Financial Summary Analytic

Group Items in A/P Side Transactions

• Change methodology to assure that group items are properly reflected in detail transactions

Version 6.35 (Build 443) [3/18/2018]

User Control of Chunking Value for Profit and Loss by Class

• Before QQube 6.x there was no need to change this value. Build 443 contains the ability to change the chunking value for Profit and Loss by Class - as it has been for other transactions since the first versions of QQube.

Version 6.34 (Build 439) [3/08/2018]

• Refresh Operations. Fix redundant view refreshing
• Deleted List Field Size.  Intuit SDK listing of field size incorrect. Change to "normal values"
• Profit and Loss by Class.  Changed to load 25 classes at a time to accommodate out of memory data extracts on larger QB files.

Version 6.30 (Build 431) [2/13/2018]

• Available Analytics. Change how Financial Subjects are shown in Configuration Tool for easier reading

Version 6.20 (Build 423) [1/16/2018]

• Sybase Components. Upgrade to Sybase 17.08.4103

• Extract Profit and Loss by Class. Changed P and L by class to load 50 class at a time instead of 100 to prevent out of memory errors.
• Database Path.  Fix issue where empty database path would throw a "path is not of a legal form" error, when placing the cursor in the empty box.
• Manual Refresh.  Fix issue where choosing the "Run All" option would throw an Object Reference Error.
• Excel Add-In.  Will now automatically refresh reports built with older version of QQube, providing they originally used the Excel Add-In.
• Installer. Will handle uninstall of previous version correctly. Updated to new WIX installer version
• Shared Memory.  We will no long user Shared Memory as the default method, and will instead set the default to use TCP/IP due to the number of people who run into this issue.
• Field Length to Long.  Fix SQL issue when field length is too long.

Version 6.10 (Build 414) [12/26/2017]

• Empty Database Dialogue Box.  If the Database field is empty in the QQube Configuration Tooll, clicking on the ellipse to find the database would cuase a 'path is not aof a legal form' error.  This has been fixed.
• NEW Remote Desktop Installation Option.  Opening up the QQube Configuration Tool now allows a choice of which server users will have access to QQube - without the need for a second "change user" install procedure.
• Installer Integration Improvements. Internal and structural changes for the new WIX installer

Version 6.10 (Build 403) [11/13/2017]

• Complete Sybase Engine Update. Version 17
• Option to auto clear data before loading from scratch. Helps clients with multiple QB company files.
• Identify abnormal data sizes in fields.  When there is an error e.g. the number of characters in a field like phone, etc is too large than what the Intuit SDK allows, immediate identification is placed in the log.
• Auto reload triggers. Handles cases when an abnormal interruption or manual abort occurs - both of which require a reload from scratch.
• Data Extracttion and Structural Improvements. Makes loading of data faster, and refresh of views quicker.

Version 5.76 (Build 364) [03/25/2016]

• Sybase Engine Update. Version 12.0.1.4344
• Database Update Procedure.  Streamlined installation to automatically update database, using fewer steps and screens.

Version 5.75 (Build 358) [11/11/2015]

• Line Custom Fields. Fixes issue where new Line Custom Field information recently exposed by Intuit for Bills, Checks, Vendor Credits, CC Charges and CC Credits was not getting extracted properly from QuickBooks.
• Licensing.  Internal licensing components upgraded.

Version 5.75 (Build 356) [11/06/2015]

• Fixes some Upgrade Issues.

Version 5.70 (Build 355) [10/27/2015]

• Updated Sybase Engine to current.

Version 5.67 (Build 347) [5/11/2015]

• No Changes.

Version 5.66 (Build 343) [3/2/2015]

• New Logos, Copyright Years. Changed all logos for new QQube™ branding.

Version 5.65 (Build 333) [10/23/2014]

• QuickBooks 2015 Custom Fields.
  • Enlarged all Custom Fields to 1024
  • Work around Intuit Bug where custom fields were no longer coming out in alphabetical order.
• Database Upgrade Update Procedure. Various bug fixes.
• Right Networks.  Various improvements to support installation procedures.
• Payroll in QB Pro, Premiere.  Adjusted payroll date extraction range to 7 days from 15 days to accommodate larger QB Pro/Premiere files.

Version 5.6 (Build 295) [8/19/2014]

• Multi-Currency. Turned on AmountInHomeCurrency and Exchange Rate in the Transaction Query table.
• Bank Transfer.  
  • Work around SDK issues to ensure integrity of data extraction from any type of QB file.
  • Make Currency field NULL if Multi-Currency is turned off.
• Default Chunking Values. TransactionQuery and JournalEntryQuery changed to default of 1000 records from 5000.
• Excel Add-In.
  • Fixed issue where Presentation Cleanup was giving an error when hierarchy level 2 or more was present.
  • Fixed issue with company filters not working properly if the company name field was missing in the list of fields to be chosen.
  • Added Currency as a default field format for amount fields.
  • Removed Cleanup of General Ledger Sheets upon startup, due to long format times.
• Fixed Assets.  Fixed Excel Add-In Bug where it was not properly reading the default report.
• Database Upgrade Update Procedure. Bug fixes for moving database information upon upgrade.
• Audit Trail.  Now starts on proper date, and goes back one year at a time until it finds some data (QB sample files only)
• Calendar Dimension.
  • Added Day Number in Period to Fiscal and Tax5253 Dimensions
  • Added Fiscal Month Number in Quarter
  • Added Week Number in Calendar Quarter
• Installer. Fixed miscellaneous registry settings not getting set properly.
• Right Networks.  Changes for easier installation and support.
• Resetting Views.  Made reset of dimension dates be smarter about resetting the views
• Cannot Delete Registry Error. Fixed

Version 5.5 (Build 295) [1/23/2014]

• Corrupted QB Files and 'out of control logs'. If a QuickBooks file gets corrupted, it would add unnecessary lines to the log.  Those will be truncated now, as the only need is to know that the file is corrupted and where it became corrupted..
• Terminal Services/Remote Desktop - Improved installation and registry corrections
• Quantity Errors if Serial Number/Lot Number warnings turned off - Fixed an issue where if the warnings were turned off you could enter less serial numbers than the total line quantity - resulting in incorrect report quantities.
• Synchronizer Shutdown Issue.  Primarily XP users were experiencing an abnormal Synchronizer Shutdown Issue.
• Open A/R - fixed issue where sales tax items as line items in invoices and credit memos were not showing.
• Job Costing - fixed issue where Markup Amount was not calculated when markup % was used.
• Time Tracking - fixed issue where price level rate was incorrect.
• Invoices (All subjects) - fixed issue where quantity wsa null, percenetage > 0 and total line amount > 0 would show null quantity instead of 1 (as QuickBooks does).
• Internal Configuration Changes - Changes to create better handling of initial loads and logic
• 5.5 Patch information

Version 5.1 (Build 243) [3/26/2013]

• Missing ie4uinit.exe - Resolved issue on Server 2012 where this file was missing.
• Excel Add-In doesn't get installed. -  If Excel is open during the install, the Add-In may not get installed.  The installer now warns the user during the installation process.
• License Upgrades - Added support for out of subscription users, and fixed issue where licensing upgrade options were not seen by certain customers
• ODBC drivers - 32 and 64 bit drivers are listed as one entity in the Control Panel instead of two
• OLE DB Providers - Now installed for connecting to SQL Server
• Update failure - If empty database (auto installed by QQube) is missing, it would cause the upgrade to fail.  This has been fixed
• Server Firewall Issues - SQL Anywhere is now automatically added to the firewall rules.
• Missing Commands on Wizard - Fixed issues when machine user was using large fonts and causing buttons on wizard to not be visible.
• Audit Trail - Sample files will now only load data changed on 12/15 with year appropriate to QB file year.
• Out of Memory Errors - If a QuickBooks file was corrupt, the log file would fill up with garbage, and cause indeterminate our of memory errors.  Logging is handled differently to accommodate these anomalies.
• Memory Access Errors - This could occur in a close sybase function and has been fixed.
• Multiple DOS windows - and clicks - when renaming/moving database - QQube now contains new service called QQubeIACHelper.exe to assist with 'elevated' operations.  Renaming and moving QQube database are seamless operations.
• General Ledger Detail taking longer time than normal on large QB files -  Changed chunking retrieval method to fix issues where files over 2Gig would appear to 'hang' when loading General Ledger.
• Shared Memory Connection - Updated DSN create/update logic to follow 'Cannot Use Shared Memory Connection' setting in QQube.  In this mode QQube cannot auto start the database unless the database service is running.
• 23 Character Limit for QQube Database Engine Name - In order to accommodate the Sybase database locate utility on client installation, the QQube Database Engine name will be limited to 23 characters.
• Connection Identifiers - Added to log to help identify unreleased connections during the synch process.
• Disk/Memory Size - Corrected display of Byte Sizes.
• Process Times - Delineate between data extraction and vew refresh times
• Missing error URL - Fixed several URL misdirects from the errors in the log file
• Clear Views (Easter Egg) - Save time when removing data on larger files.
• Right Click save Database - saves a copy of the QQube Database to the user's desktop (server, if multi-user) to send when request by tech support.
• 5.1 Patch Information

Version 4.1 (Build 189)

• Fix bug where if desktop font size was set to something other than default, the 'OK' buttons to add a company would not appear.
• All links on the installation windows, configuration tool, and Excel tool now point to Community Wikis.

Version 4.1 (Build 182)

• Now able to view logs while synchronization is in progress
• Added enhanced information to log
• Added readability improvements to log

Version 4 

• Simplified date configuration for Financial Summary. One choice for Balance Sheet, P&L, P&L by Class
• Added 52/53 Week Tax Year
• Added Calendar Feature - Change and Add your own holidays
• Added ability to send error logs directly to CLEARIFY suppoort
• Added Microsoft Access Sample Databases - one for each subject
• Added more Microsoft Excel and SAP Crystal Report examples - Trial Balance Activity, BOM Explosion, G/L Detail
• Added ability to move QQube Database to other drives on the same machine - other than the default public directory
• Better Terminal Services Support