First Time - Run the Wizard

Modified on Sat, 25 Jul at 10:29 PM

Overview

The QQube Configuration Tool Wizard is designed for first-time users. It appears only when the QQube database is empty and no QuickBooks company files have been added.

Existing QQube users should use the standard QQube Configuration Tool instead.

Overview of the six QQube Configuration Tool Wizard steps

Open the Configuration Tool Wizard

Open the QQube Configuration Tool. The wizard starts automatically when the database is empty and no company files are loaded.

QQube Configuration Tool icon

Step 1: Review the implementation requirements

Before continuing, confirm that you have completed the QQube implementation requirements. Skipping those requirements can cause synchronization errors or inaccurate results.

Confirm that the requirements were reviewed

Select the confirmation option before continuing.

QQube Configuration Tool Wizard - Screen 1

Step 2: Connect QQube to QuickBooks

Use the dedicated QuickBooks and Intuit accounts created for QQube. Review Create Connection Users before starting this step.

Start the QuickBooks connection

Enter the connection information and continue.

QQube Configuration Tool Wizard - Screen 2

Before authorizing QQube

Only one instance of QuickBooks can be running.
Do not open QuickBooks with Run as administrator.
If the QuickBooks shortcut shows a shield, remove the administrator setting from its properties.

Authorize the QQube connection

QuickBooks displays several authorization windows. Complete them in the order shown below.

1. Accept the connection request

Select OK when QuickBooks displays the request.

QuickBooks Company Authorization Request

2. Allow access when QuickBooks is closed

Select Yes, always; allow access even if QuickBooks is not running.

QuickBooks Company Authorization Screen 1

3. Confirm the authorization

Select Yes when QuickBooks asks for confirmation.

QuickBooks Company Authorization Screen Confirmation

4. Select the QQube user

Choose the dedicated QuickBooks user created for QQube.

QuickBooks Company Authorization Screen - Select Login User

5. Confirm access

Approve the final QuickBooks access confirmation.

QuickBooks Company Authorization Screen Final Confirmation

6. Enter the Enterprise reporting password

QuickBooks Enterprise users must enter the Custom Reporting User password.

QuickBooks Custom Reporting User Request

QuickBooks Enterprise

The password requested in the final window is for the Custom Reporting User, not the regular QuickBooks user.

Steps 3 and 4: Select models and confirm the fiscal year

Step 3: Select data models

Choose the recommended starting models. You can add or remove models later.

QQube Configuration Tool Wizard - Screen 3

Step 4: Confirm the fiscal-year range

Set the three-year range used by 36-month financial summary models.

QQube Configuration Tool Wizard - Screen 4

The three-year range applies only to models that use 36 monthly periods, such as Balance Sheet, Profit and Loss, and Statement of Cash Flows.

Steps 5 and 6: Choose synchronization settings and load data

Step 5: Choose extraction settings

Set an optional start date and choose scheduled or manual synchronization.

QQube Configuration Tool Wizard - Screen 5

Step 6: Start or defer the initial load

Choose whether to synchronize immediately or finish the setup without loading data.

QQube Configuration Tool Wizard - Screen 6

Choosing when to load data

Multi-User installation: You can normally start the synchronization immediately.
Single-User installation: Consider using the Manual Refresh option later because scheduled synchronization requires additional care.

Leaving the extraction start date blank loads all available data from the QuickBooks file. Setting a start date can reduce the initial load for very large company files.

Review how the QQube synchronization process works

Monitor the initial synchronization

Select Finish to begin an immediate synchronization. Use the QQube Synchronizer activity window to monitor progress.

Synchronization in progress

The activity log displays each extraction task as it runs.

QQube Synchronizer Log Entries

Synchronization complete

The final status should show QQube - Ready to Use.

QQube Synchronizer Log Results

The QQube Synchronizer lightning-bolt icon in the Windows notification area also indicates synchronization activity.

When the log shows an error

An error usually points to one of these areas:

Incomplete implementation. Review Overview of QQube Implementation.
Incorrect synchronization practices. Review How the Synchronization Process Works.
QuickBooks data corruption. Follow the applicable QuickBooks file-integrity guidance.

QQube Synchronizer error example

Prepare QuickBooks for future scheduled synchronizations

Important

After the initial synchronization, leave QuickBooks open with no company file selected before scheduled synchronizations begin. QQube cannot close a company file that a user opened manually.

QuickBooks open with no company file selected

On a single-user local workstation, QQube can also synchronize while a QuickBooks company file is open. In that case, extraction is limited by the permissions of the person currently signed in to QuickBooks.