Custom Reporting, QuickBooks

After Scaling New Heights

Joe Woodard and Donovan at Scaling New Height 2013

Joe Woodard and Donovan at Scaling New Height 2013

My how time flies.  Seems like it was just a couple of weeks ago that I was in Florida teaching a handful of Scaling New Heights attendees a bit of what I know about QuickBooks custom reporting.  You may have noticed I said a “bit”.  Here at Alembic we have learned so much about how QuickBooks data is stored and how to report on it.  We get requests from all types of businesses looking for all types of reports and to try to cram in all that we know into an 8 hour workshop is just not possible.

In our workshop we discussed the QuickBooks Custom Advanced Reporting Tool and covered the basics of how it works.  Here at Alembic this is our preferred method of reporting on QuickBooks data when our customer is running QuickBooks Enterprise v11 or newer.  With this tool Intuit has given us access to views of the “raw” QuickBooks data.  We are still limited to the data that Intuit gives us access to, but we love the control we have over the data and the speed of the reports is typically super fast.  Another benefit is that the only additional cost to the customer is our development time.

The other tool we covered in the workshop was QQube. QQube is a third party product that brings your data into its own database that is formatted for reporting.  I won’t go into what all this really means but trust me when I say it makes it much easier for a user to learn to report on the QuickBooks data; it’s easier to report on a database formatted for reading than one designed for data writing and storage.  While we absolutely love the Custom Advanced Reporting Tool it does take a certain level of technical knowledge and skill to master.

While most users find QQube easier to understand and create their own reports with, we find ourselves choosing the reporting method that is going to meet the customers needs best. If you are in need of a custom report or would like help learning how to use one of these tools please contact us today.