Finding Your Fields (QB Desktop) | CLEARIFY

Finding Your Fields from QuickBooks Desktop

An Exercise Matching QQube to QuickBooks

Using the Excel Add-In is the easiest way to find how QQube represents QuickBooks data.

In this example, we are going to view a series of field information from a sales invoice, and compare it to the list of fields in QQube. Not only will this help you learn about the QQube data structure representing QuickBooks, but it is the primary method of troubleshooting data accuracy.

STEP 1.  Load the Sales Data Model from the QQube Configuration Tool

STEP 2.  Make sure there are no synch errors

STEP 3.  Open up Excel, and use the Excel Add-In, starting with default Pivot Table example for the Sales Data Model.

STEP 4.  Locate the fields for this picture.

STEP 5.  This is how the fields are represented in QQube: