Overview
The purpose of the free QQube Excel Add-In is to make it easy to build a QuickBooks report or visualization without dealing with tables and relationships and data dictionaries.
It provides six functions:
- Select Assistant. A quick and efficient way to drag and drop the fields you want in your Excel report or analysis.
- Templates. Save your current spreadsheet layout as a new template.
- Refresh Behavior. Options to control data updates when opening up a spreadsheet.
- Financial Statement Formatting. A tool to clean up your presentation for financial summary data models as well as the profit and loss detail.
- Synch Monitor. Convenient way to determine the status of the last synch process
- Help options. Links to our step-by-step guides; how to find a QQube Certified Solution Provider; and suggesting a new feature.
The QQube Excel Add-In is designed for Microsoft Office versions 2016 and above, including Office 365. 64-bit Excel is both supported - and encouraged.
The Excel Add-In ability to pick fields is not used in the Excel PowerPivot, as PowerPivot works differently.
Other Topics on the Excel Add-In
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