Account Dimension

Modified on Mon, 27 Jul at 10:52 PM

Account Summary

The QQube Account Dimension contains accounts from the QuickBooks Chart of Accounts.

Dimension Type

QuickBooks list dimension

Account Represents

An account from the QuickBooks Chart of Accounts

QuickBooks Source

Account List

Hierarchy Structure

Five hierarchy patterns with up to five account levels

Included Data Models

Customers: Accounts Receivable

Operations: Accounts Payable, Job Cost Details, Time Tracking, Payroll

Finance: Trial Balance (Current), Trial Balance Activity, Trial Balance Activity by Class, General Ledger Detail, Profit and Loss Detail, Cash Position

QuickBooks Source

The fields are derived from the Account List in QuickBooks.

The Account Dimension includes preconfigured hierarchy levels for:

Name only
Description only
Name and Description
Number only
Number and Name

Profit and loss and balance sheet hierarchies are not included. Separate Account Dimensions are available for those purposes.

Source Example

QuickBooks Account List source

Account hierarchy limit

Accounts can contain up to five hierarchy levels. QQube internal notation numbers these levels from 0 through 4.

Available Fields

Display Order	Field Name
1	Account Active
2	Account Level
3	Account Has Children
4	Account Balance
5	Account Parent Full Name
6	Account Full Name
7	Account Name
8	Account Number
9	Account Number and Name
10	Account Bank Number
11	Account Description
12	Account Type
13	Account Category
14	Account Posting Type
15	Account Special Type
16	Account is Tax Account (CAN)
17	Account Sales Tax Code (CAN)
18	Account Cash Flow Classification
19	Account Tax Line Description
20	Account is Job Cost Account
21	Account Trial Balance Sort
22	Account (NAME) - Hierarchy Level 1
23	Account (NAME) - Hierarchy Level 2
24	Account (NAME) - Hierarchy Level 3
25	Account (NAME) - Hierarchy Level 4
26	Account (NAME) - Hierarchy Level 5
27	Account (DESCRIPTION) - Hierarchy Level 1
28	Account (DESCRIPTION) - Hierarchy Level 2
29	Account (DESCRIPTION) - Hierarchy Level 3
30	Account (DESCRIPTION) - Hierarchy Level 4
31	Account (DESCRIPTION) - Hierarchy Level 5
32	Account (NAME : DESCRIPTION) - Hierarchy Level 1
33	Account (NAME : DESCRIPTION) - Hierarchy Level 2
34	Account (NAME : DESCRIPTION) - Hierarchy Level 3
35	Account (NAME : DESCRIPTION) - Hierarchy Level 4
36	Account (NAME : DESCRIPTION) - Hierarchy Level 5
37	Account (NUMBER) - Hierarchy Level 1
38	Account (NUMBER) - Hierarchy Level 2
39	Account (NUMBER) - Hierarchy Level 3
40	Account (NUMBER) - Hierarchy Level 4
41	Account (NUMBER) - Hierarchy Level 5
42	Account (NUMBER : NAME) - Hierarchy Level 1
43	Account (NUMBER : NAME) - Hierarchy Level 2
44	Account (NUMBER : NAME) - Hierarchy Level 3
45	Account (NUMBER : NAME) - Hierarchy Level 4
46	Account (NUMBER : NAME) - Hierarchy Level 5