Source Name Dimension

Modified on Tue, 28 Jul at 12:15 AM

Source Name Summary

The QQube Source Name Dimension combines QuickBooks name records into one common lookup. It provides a single name field for transactions that may reference a customer, job, vendor, employee, or other name.

Dimension Type

QQube-derived list dimension

Record Types

Customer, Job, Vendor, Employee, and Other Name

QQube Source

Combined QuickBooks name lists

Primary Use

One common name field across different transaction counterparties

Included Data Models

Operations: Job Cost Details

Finance: General Ledger Detail, Profit and Loss Detail, Cash Position

Auditing: Audit Trail

QQube Source

QQube builds the Source Name Dimension by combining records from the QuickBooks Customer, Job, Vendor, Employee, and Other Name lists. The Source Name Type field identifies the original QuickBooks record type.

This combined structure allows an analytic to use one Source Name column instead of separate customer, job, vendor, employee, and other-name columns. For example, checks issued to either customers or vendors can be grouped through the same Source Name field.

Source Example

QuickBooks combined names source example

Missing source names

Missing or inapplicable source name information appears as (No Source Name).

Available Fields

Display Order	Field Name
1	Source Name Type
2	Source Name Active
3	Source Name Name
4	Source Name Company Name
5	Source Name Salutation
6	Source Name First Name
7	Source Name Middle Name
8	Source Name Last Name