QQube Update

Written by Charlie Russell

A bit over a year ago I wrote about an exciting new reporting tool, QQube (see QuickBooks Reporting is Simple with QQube). I work extensively with the QuickBooks database and I was really excited by the potential that I saw in this product. This is the best QuickBooks reporting tool available in my mind, and a year after the inital release I’m more excited than ever! Let’s take a look at some of the new features released last month in Release 4.

New Features

There are many new features in the product, I’m just going to touch on a few that are particularly notable. QQube by Clearify

Inventory Management

I’m very interested in inventory management with QuickBooks, it is an area that I write about often. QuickBooks provides some very basic inventory management functions, but it is very short on inventory analysis. QQube is a tremendous reporting tool, but it goes beyond that by providing in-product analysis of inventory activity. Here are a few of the new reporting and analysis features:

  • Enterprise 12 Intuit added many new features such as lot tracking and serial number tracking. Unfortunately, the reporting that is provided is sparse. QQube helps by supporting the new features in in several areas, such as the Inventory, Sales and Purchasing Subjects. You can see each serial or lot number on a separate line in the reports, unlike what you see in QuickBooks itself. If you are using these features in QuickBooks, you need this reporting tool.
  • Extracting Bill of Materials (BOM) information from QuickBooks can be complicated. QQube has added extensive reporting features that can help you see details of a BOM easily.
  • Inventory forecasting is made possible based on consumption, including Sales Orders and Pending Assemblies containing assemblies .


As with inventory, QQube is an excellent analysis and reporting tool for working with accounting reports. You can work  with the General Ledger Detail subject (a “subject” is essentially a logical grouping of data, although Chuck Vigeant might think my description is a bit too simple) to generate many reports that you just can’t get in QuickBooks itself. Here are a few of the new features in this area:

  • You can choose a 52 or53 week tax year for financial reporting, including the ability to report by 13 week periods. This is a feature that is not possible in QuickBooks itself and is often requested.
  • The General Ledger Detail provides an advanced description feature which includes more detail as to what activity is associated with a transaction. For example, if you are looking at a bill payment check, you can see the details of each bill that this was applied to. This goes far beyond the simple inclusion of account or item descriptions you see in QuickBooks reports.
  • You can group linked transactions together, to see all transactions that are related to the transaction you are working with. For example, you can see an invoice and the linked payment receipts. This allows you to see the relation of various transactions that are found in many different QuickBooks reports.
  • It is simple to see cash activity in the General Ledger Detail subject, letting you analyze inflows and outflows of a cash account.
  • Side by side comparisons can easily be generated for trial balance activity for up to 36 periods. You can see the beginning balance, ending balance and period activity side by side.
  • It is simple to create a statement of cash activity using the 36 period Trail Balance Summary.
  • Job Cost calculated columns for Materials and Labor are now available in the Job Cost Subject. This is a type of breakdown that you won’t see anywhere in QuickBooks itself, and it is something that I often see requests for. Materials represent inventory, non-inventory, and assembly items. Labor includes service items. These columns are available for estimate, cost and income transactions.

Sample Data, Reports and Help

When I work with a tool like this I find that it is easier to understand a feature if I have examples, to give me a start in the right direction. It is easier to start off with a sample database or report than it is to try to figure out something from a list of fields (who reads documentation any more?). With the latest release of QQube this area has been expanded considerably:

  • There are many additional Microsoft Excel and SAP Crystal Reports example reports, such as Trial Balance Activity and Bill of Materials explosion.
  • There is a complete set of Microsoft Access database examples for each subject. You can just drag and drop fields that you need for your reports.
  • There is a new “community” web site (http://community.clearify.com) that includes articles, videos and other instructional materials. In addition there is an active community forum for discussions.

An Example with Serial Numbers

Let’s take a look at a simple example of how this tool can generate reports that you can’t find in QuickBooks.

Intuit added a Serial Tracking feature to the Advanced Inventory option in QuickBooks Enterprise V12. While this is a very useful feature, one of my criticisms has been the lack of detailed reports that are available within the product.

The transaction list by serial number report, for example, only allows you to look at one item per report, and you have to enter the specific serial number that you want to work with. If you want a comprehensive report on all serial numbers from QuickBooks, you are out of luck. Also, if you look at the reports that QuickBooks generates, you’ll see that the serial numbers are lumped together in one field and you cannot see all of them.

Report from QuickBooks

Compare that with this report generated by QQube. This is taken from the “Inventory with Lots” sample (which works with either lots or serial numbers) that comes with QQube. This is a pivot table, so you can manipulate it in many ways to generate summaries and add columns.

QQube serial report

It is easy to see all items in one report, and the transactions for all serial numbers. This shows the results of purchases (bills), invoices and assembly builds that are using the serialized items. This is the kind of report that I want from QuickBooks, that we cannot generate without a tool like QQube.

This is just one sample of many that show the power of QQube. QuickBooks reporting tools are very simple, and you are limited as to what kinds of modifications that you can make. QQube frees your data so that you can generate the reports that you need for your business. It goes beyond just being a reporting tool, it includes extensive analytical data that provides you with information that goes far beyond what QuickBooks can generate itself.

While it can take some effort to get up to speed on all of the features, QQube provides excellent sample reports in the product itself, and the support community is a wealth of information about how to get the information out in the format that you need. When you need to analyze your QuickBooks data, this is the tool that I recommend that you start with.

QQube was a winner of The Sleeter Group’s Awesome Add-Ons award for 2012.

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About the author

Charlie Russell

Charlie Russell has been involved with the small business software industry since the mid 70's, and remembers releasing his first commercial accounting software product when you had an 8-bit microcomputer with one 8 inch floppy disk drive. He has a special interest in inventory and manufacturing software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor with additional certifications for QuickBooks Online and QuickBooks Enterprise, as well as being a Xero Certified Partner. Charlie started blogging about QuickBooks in 2008 (Practical QuickBooks) and has been writing for the Accountex Report (formerly the Sleeter Report) since 2011.

Visit his CCRSoftware web site for information about his QuickBooks add-on products. He is also the author of the California Wildflower Hikes blog.


  • About a year ago I downloaded the trial but was disappointed to find it did not work with Excel 2003.

    The program looks awesome. I wish we had it.

    Do you have to be in a Admin role to use the tool?

    How does QQube manage user roles, and allowing/denying access to different areas of QB?

    If I have a Sales Person that is only allowed to have access to Sales, Inventory, and Purchase Orders in QB, can they be set-up with QQube so they can not access the general ledger and other confidential areas of QB?

    If there is no way to limit a user’s access to certain areas of QB with QQube, then the tool has limited use as the Admin becomes the only person that can be allowed to use it.

  • Hi Cliff.

    First, there were several reasons – among others – which explain why we did not make the Excel Add-In available for Excel 2003:

    (1) The numbers of rows and columns was greatly increased in 2007 making it easier to deal with larger data sets. Having only 65,000 rows in 2003 would severely limit its usage with our product. 2007 allows over a million rows, and 16,000 columns.

    (2) Microsoft made it much easier to use pivot tables – with increased functionality for working with dynamic data – in 2007, 2010

    Second, with regard to the permissions, we have user defined security on our roadmap. QuickBooks does not expose the permissions created within the product, so it is necessary to create our own mechanism.

    If you would care to post this in our community (community.clearify.com) then it would be our hope that others would comment on what they would like to see. This has not been a oft made request – but we recognize its importance for some of our potential users.

    You can also find more about our existing permission structure in the wiki area.

  • Chuck,
    How does the licensing work? I have several clients I would like to use QQUBE with, for monthly reporting of subjects QuickBooks does poorly, such as cash flow. Does each client have to purchase QQUBE? I would be the only user. These particular clients would be unable to figure out something like QQUBE. Or, do I purchase QQUBE and analyze each client’s QB file on my computer for the cost of one license?

    Sam Bussey

    • There are two methods for delivering services:

      You have their QB file, create the report say in Excel via pivot table, or even Crystal. You can give them the report to run without ever having to be connected to QQube. However the data is not live.

      A Pivot Table is great for this, because it contains all of the details, and allows the client to look at the data in different ways than what was sent to them.

      The second method is for you to create the report, and then send it to the client who also has QQube, so that they can refresh the report against their live data.

      • That’s great, Chuck. I think initially I’ll buy QQUBE for myself, load their datafile(s) on my computer and see what I can do. Down the road, as I market these new analysis services, it may make more sense for the client to have their own copy.

  • I have QB Professional Services version and have law firm reporting needs that QB does not have. I need to get unbilled hours translated into unbilled dollars in a report. Will this QQube software accomplish this kind of thing?

  • Charlie,
    It’s been a couple years now… do you still believe QQube is the best tool to get data out of Qbooks and into Excel for manipulation and reporting? I’ll be downloading the trial version soon, and would like to know if there are better products on the market in order to compare. Thanks for the informative article.. even 2 years later!

  • Chuck and Charlie,
    I’m using the trial version and find it to be a great tool.

    However, have some clarification on how it works with existing reports that only need certain fields updated. I do not want to change the format of the reports as the management team is very picky about the format. All I need to to is update each column for each month’s financial information -Income and expenses by the various Business Units.

    Can someone walk me thru this? I d not want to create this report from Scratch, just update certain fields.



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