QQube for QuickBooks Version 7.6 (Build 492) | CLEARIFY

Release Details - November 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.
• Fix issue where three transactions had the incorrect field value of (A/P) instead of just A/P issue in Cash Position Analytic field: "Is A/R or AP".
• Address and fix issue where Job Notes Lookup was not available - only Customer.
• Address and fix issue where Job Additional Contacts Lookup was not available - only Customer.
• Fix issue where Class Name was Missing from Discount on Receive Payment
• Fix the following issues for Presentation Cleanup on PandL Detail
  • Subtotals for net profit, other income/expense, cogs, ordinary income/expense were not getting reversed.
  • Debit and Credit fields were being incorrectly changed.
• Fix issue where Profit and Loss Detail is chosen without General Ledger Detail, then deposit information was not getting loaded.
• Excel Add-In.  Fixed an issue where if you used the Excel Pivot Table option to show subtotals at bottom (for pandl and balance sheet), and checked "Non-Zero Rows only" to be run by the Presentation Cleanup, the group headings would erroneously get hidden.

NOTE:  Rather than have two separate lookups for customer and job regarding notes, and additional contacts, QQube will keep everything under customer. To discern the difference, we have created a field called "Is Customer or Job", which will have three potential values: 

• "Customer"
• "Job"
• "Customer and Job" 

This will allow a user to filter by just customers, or just jobs using 2 of the three potential values. 

We are also including two fields in the Lookup:

• "Customer or Job Name"
• "Customer:Job Full Name"

Upgrade Improvements

• Once the upgrade is complete, the data views will be refreshed so you don't need to run a manual synch in order to use the analytics in QQube.
• Upgrades will now copy old logs over to the new database.

New QuickBooks Analytic

• List of Shipping Addresses by Name

Intuit does not expose the Address Name in the actual transaction.  Rather this is just a list by customer and job. This satisfies many long term requests for this feature.

New Field and DIMENSION

• Document Class Name on Sales and Open SO Analytics
• New Header Class DIMENSION on Sales Analytic.and Open SO Analytics

Excel Add-in New Features

• Formatting option to show only whole numbers
• Formatting options for negative numbers:
  • red or black
  • parentheses ()  or minus sign -
• Ribbon Makeover