Multi-Level Lists

Overview

Some QuickBooks lists can contain as many as five hierarchy levels. Each level is separated by a colon, such as Account:SubAccount1:SubAccount2.

Building reports that group customers, jobs, accounts, classes, or items by hierarchy can otherwise require complex parent-child logic. This is especially difficult in a pivot table.

QQube provides hierarchy-level fields that separate each part of the full QuickBooks name. These fields let you group and analyze list information without recreating the QuickBooks hierarchy manually.

Item Groupings

Using the following item hierarchy:

ITEM_A : SUBITEM_B : SUBITEM_C : SUBITEM_D : SUBITEM_E

Job Groupings

Using the following customer and job hierarchy:

CUSTOMER : SUBJOB_A : SUBJOB_B : SUBJOB_C : SUBJOB_D

Class Groupings

Using the following class hierarchy:

CLASS : SUBCLASS_A : SUBCLASS_B : SUBCLASS_C : SUBCLASS_D

Account Groupings

Account hierarchy fields work like the item, job, and class hierarchy fields. They support as many as five levels.

QQube also provides account grouping fields based on different combinations of account information:

• Account Description Only
• Account NAME
• Account DESCRIPTION
• Account NAME/DESCRIPTION
• Account NUMBER
• Account NUMBER/NAME — similar to QuickBooks reports that place a dot between the account number and name

Expected Result

Use the hierarchy-level fields in reports, pivot tables, and visualizations to group QuickBooks list information at the required level without parsing the full colon-separated name.