Company Lists and Preferences

Modified on Tue, 28 Jul at 1:16 PM

Model Summary

The QQube Company Setup Data Model combines QuickBooks setup information from one or more company files into a single Excel workbook. You can review all included lists together or keep only the lists needed for a particular comparison.

Model Type	Company setup and list comparison
Available Application	Excel only
Data Coverage	QuickBooks setup lists and data-entry preferences
Primary Use	Compare setup information across QuickBooks company files

Best Used For

Comparing QuickBooks lists and setup across company files.
Finding differences in account numbers, names, spelling, and other list values.
Reviewing QuickBooks data-entry preferences.
Identifying the order of custom fields for reporting.
Reviewing all setup lists in one Excel workbook or keeping only selected lists.

QuickBooks Source

The Company Setup Data Model uses the lists and data-entry preferences maintained in each synchronized QuickBooks company file.

QuickBooks company setup source

Included Lists and Preferences

The Excel workbook can include the following QuickBooks lists and setup information.

✓ Accounts	✓ Classes	✓ Currency
✓ Customers	✓ Customer Contacts	✓ Customer Notes
✓ Customer Messages	✓ Customer Tax Codes	✓ Customer Types
✓ Data Entry Preferences	✓ Employees	✓ Employee Notes
✓ Items	✓ Item Tax Codes	✓ Jobs
✓ Job Types	✓ Other Names	✓ Payment Methods
✓ Payroll Items	✓ Sales Reps	✓ Sales Tax Items
✓ Sales Tax Groups	✓ Ship Methods	✓ Sites
✓ Bin Locations	✓ Source Names	✓ Terms
✓ Templates	✓ Units of Measure	✓ Vehicles
✓ Vendors	✓ Vendor Contacts	✓ Vendor Notes
✓ Vendor Types

QQube Configuration Tool

Select the Company Setup subject in the QQube Configuration Tool to create the prepared Excel workbook.

Company Setup subject in the QQube Configuration Tool

How the Workbook Is Used

Open the prepared workbook in Excel. Use the Company field to compare setup records, then remove any worksheets or fields that are not needed.

Technical Details

Application	Excel
Company Scope	One or multiple QuickBooks company files
Starting Point	Open the prepared Company Setup workbook and retain only the lists needed for the review.

Expected Result

The selected setup information is available in one Excel workbook for review and comparison.

You do not need to combine separate extracts.