QuickBooks Custom Reports

Quickbooks Analysis Via Qqube! often ask about QuickBooks custom reports and whether MISSION can customize reports and/or guide their own internal team on how to create custom reports in QuickBooks. It also simplifies the connection of the ODBC driver as you only need to configure the ODBC DSN through QuickBooks and the connector through CData’s software. Moreover, CData is a Microsoft partner and offers good customer support. This custom CData QuickBooks Connector is much easier to set up than QODBC. By leveraging Power BI’s DirectQuery functionality, users will always be connected directly to the data source and able to view the most recent data. An ODBC driver allows applications to access data using SQL in data management systems (DBMSs.) ODBC supports maximum interoperability, enabling a single application to connect with different DBMSs.

However, advanced users can still use such tools as desired. My consulting focus is reporting, BI and integrations. I use QQube and Excel quite extensively with my clients. The data extracted is as complete as the SDK will allow.

Mendelson Consulting Named Among Bob Scott’s VAR Stars 2022

This is the brainchild of Chuck Vigeant and the folks at Clearify. Chuck has been working on QuickBooks reporting and data extraction for longer than anyone in the industry that I’ve met. I don’t now of anyone outside of Intuit who understands the QuickBooks database structure better than he does – and I suspect he knows it better than most people INSIDE of Intuit as well. He was instrumental in developing the first ODBC driver that worked with QuickBooks, has taught countless ODBC classes to ProAdvisors and other accounting professionals, and has been heavily involved with Intuit on numerous projects.

• This makes its analysis engine more potent since you’re operating on your entire data set rather than looking at it in a series of numbers.
• Of the various business intelligence tools, Clearify QQube is the best fit for this purpose.
• Many self-service BI tools can’t easily consume QuickBooks’ data files and produce meaningful analysis.
• Mendelson Consulting has a long-lived partnership with CLEARIFY® and was the First QQube™ Certified Solution Provider.

Import your data from QuickBooks using QQube and you will not need to do any configuration. The “shells” will have hierarchies already set up for items, classes, and accounts. Microsoft’s Power BI is a strong business intelligence tool. QQube lets you import data from QuickBooks into this tool for insightful and compelling reports. This works seamlessly as the “shells” or underlying programming structures are already set up.

QQUBE™ Out-Of-The-Box Solutions for QuickBooks Reports and Dashboards

In the meantime, you can submit feedback yourself by going to thegearicon and selectingFeedback. As I mentioned above, you can also check out our blog page for any new added features or updates in QuickBooks. We are always looking for ways to make QuickBooks beneficial to your business and conveniently run a report with options to specify them. I’ll pass your idea along to our product developers for review. From there, they may consider of having this feature in the future updates.

• There are many options when you want to create custom QuickBooks reports.
• All of the information is already in quickbooks (unbilled time, and bill-rate for that time).
• However, it is also important to understand that this tool is designed for QuickBooks Desktop only and it is an investment of $425 at least (pricing varies on number of companies.
• Its easy to manipulate to get the data you need for your report.