Excel Add-In Features

Modified on Sun, 26 Jul at 4:20 AM

Overview

The free QQube Excel Add-In makes it easier to build QuickBooks reports and visualizations in Microsoft Excel.

It hides the complexity of database tables, relationships, and data dictionaries so you can focus on selecting fields, refreshing data, and presenting the results.

QQube Excel Add-In ribbon showing its six primary functions

Excel Add-In Functions

Select Assistant

Select and add QQube fields to an Excel report or analysis without working directly with database tables and relationships.

Templates

Save the current spreadsheet layout as a reusable QQube template.

Refresh Behavior

Control how QQube data is updated when the workbook is opened.

Financial Statement Formatting

Clean up and format reports created from Financial Summary data models and the Profit and Loss Detail data model.

Synch Monitor

Review the status of the most recent QQube synchronization process directly from Excel.

Help Options

Open QQube support resources, including:

Step-by-step guides.
Information about QQube Certified Solution Providers.
The feature-suggestion form.

Supported Excel Versions

The QQube Excel Add-In supports Microsoft Office 2016 and later, including Microsoft 365.

64-Bit Excel Is Recommended

QQube supports 64-bit Excel and recommends it for improved capacity when working with larger QuickBooks data sets.

PowerPivot Uses a Different Workflow

The Excel Add-In field-selection workflow is not used with Excel PowerPivot.

PowerPivot uses prepared data models and a different method for managing fields, relationships, and calculations. Review Getting Started with PowerPivot for additional information.

Expected Result

Use the QQube Excel Add-In to select fields, manage templates, control refresh behavior, format financial reports, review synchronization status, and access QQube support resources directly from Excel.