QQube for QuickBooks Installed Components | CLEARIFY

Overview

There are five components that get installed, depending upon the type of installation. 

QQube Database - Holds and organizes the extracted data
Configuration Tool - Controls what data gets extracted
Synchronizer - The data extraction engine
Excel Add-In - Drag and Drop Excel Add-In
250 Examples - Excel, PowerPivot, Access, PowerBI, Crystal, Tableau

Extraction folders

• Program Files. C:\Program Files (x86)\CLEARIFY
• Excel Add-In. C:\Program Files (x86)\CLEARIFY\QQube Tool\QQube Add-In For Excel
• QQube Database and Log. (QQube.db and QQube.log) C:\Users\Public\Documents\CLEARIFY
• Examples for Excel, PowerPivot, PowerBI, Access, SAP Crystal Reports, Tableau: C:\Users\Public\Documents\CLEARIFY

QQube Database

The QQube database can be stored to a location other than the default, with two conditions:

1. It must be stored on the same physical machine where the synchronizer exists.
2. There must be proper machine permissions to access the designated folder.

The QQube.db (QQube Database) is always paired with a QQube.log file which is a transaction log that tracks all changes to the database and ensures the integrity of the database.  When a synch is successful the log file is emptied, but still exists.

QQube Configuration Tool

The QQube Configuration Tool is the brain that controls:

1. The QuickBooks Company Files you want data extracted from.
2. Data Models which are automatically chosen for scheduled synch and availability for a manual, on-demand refresh.
3. Data Synchronization which include scheduler options, manual refresh access and list of synch logs.
4. Date Setup - NEW in Version 10.  Date extraction parameters for QuickBooks files, data model date ranges, definitions of "today"; calendar dimension setup and holiday definitions.
5. Examples for Excel, PowerPivot, Power BI, Access, SAP® Crystal Reports, Tableau®.
6. Advanced Database Options - which require administrative access.
7. Account Information for licensing, getting support, and making a product suggestion.

QQube Synchronizer Tool

This applet sits quietly in your system tray with two purposes:

1. To indicate that the data extraction mechanism is ready for action
2. To display relevant messages about the synch process while it is in action.

If you reboot your machine, the Synchronizer Tool should automatically re-appear in the tray.

QQube Excel Add-In

The Add-In acts as a "front end" to Microsoft Query, and thus eliminating the need to link tables together or learn their relationships. You will simply drag and drop your information into Excel and then use the native functionality of Excel to create your reports or analysis. 

QQube makes the data available for your use – the rest is all Excel. 

Examples

There are 250 Examples with at least one for each data model for each application - Excel, Excel PowerPivot, Microsoft Power BI, Microsoft Access, Crystal Reports, and Tableau. You never have to start from scratch - just open up an example.

Other automatically installed elements

Several elements are installed regardless of which components are chosen to be installed:

• ODBC drivers
• Two System DSN's

These elements are what allow Excel, Crystal, Access, etc to communicate to QQube.  They also allow another QQube user - on a totally different system - to receive a report that you have created, and just open it and refresh, without needing any special connection strings to make it work.  Open and refresh.

NOTE: The QQube Configuration Tool and the ODBC components are REQUIRED elements in a Multi-User Install Client installation. 

If you have a 64 bit system, both the 64-bit ODBC drivers and 32-bit ODBC drivers get installed. However if you are using a 32-bit program, e.g. Excel, then it will only utilize the 32-bit ODBC driver to communicate with the QQube Database. 

Here are the two System DSN's that get created during installation:

1. QQubeUser (password is "User" without the quotes)
2. QQubeFinancials (password is "Financials" without the quotes)

Each one employs different permission mechanisms to connect to particular QQube data sets/analytics.  The QQubeFinancials user has permissions for financial reporting, including analytics for financial summaries, general ledger detail and payroll (Job Costing contains payroll, but is accessed using the QQubeUser, not QQubeFinancials). 

The QQubeUser user can connect to all other subjects.

The QQubeFinancials User is the super user.

NOTE: Microsoft PowerBI does not use the built-in passwords for these DSN's, rather it requires that you enter them, as it stores the credentials in another file.  You will most likely see this pop-up the first time you use PowerBI.