Overview of QQube Implementation

Overview

QQube requires a specific implementation process to ensure reliable and independent data extraction from QuickBooks Desktop.

Intuit does not provide direct access to the QuickBooks Desktop database. Following the steps below helps avoid installation, connection, and synchronization problems.

Implementation sequence

1. Pre-install preparation

Confirm the requirements before installing QQube.

1. Review the Requirements Checklist.
2. Confirm that the QuickBooks file is healthy and free of corruption by reviewing QuickBooks File Integrity.
3. Review How the Synch Process Works.

2. Install QQube

Choose the installation type that matches how QQube and QuickBooks will be used.

1. Select the appropriate Single-User or Multi-User installation.
2. Use a dedicated Windows login for the computer where synchronization takes place.
3. Complete the applicable installation guide.

3. Post-installation setup

Complete the initial QuickBooks and QQube setup after installation.

1. Create the required QuickBooks connection users.
2. Set the required QuickBooks preferences.
3. Run the QQube Configuration Wizard.
4. Complete the first synchronization.
5. Open a QQube example and confirm that the data refreshes successfully.

4. Configure QQube

After QQube is running successfully, use the QQube Configuration Tool to adjust:

• QuickBooks company files.
• Data-model selections.
• Synchronization schedules and options.
• Date ranges, calendars, and holidays.
• Advanced database settings.