Trial Balance Activity by Class Data Model

Modified on Sun, 7 Jul at 1:16 AM

Overview of the QuickBooks Trial Balance by Class Activity Data Model

Traditional Trial Balance Activity not provided for in QuickBooks, including beginning balance, current activity, and ending balance - and the extra ability to filter by class. Budget information is not included because QuickBooks does not allow budgeting for balance sheet accounts when using classes.

36 Periods controlled in the QQube Configuration Tool.

Features

Aggregated by Month for 36 Periods
Over 75 fields for Company and Account
174 Pre-Calculated Measures including column arrangements not possible in QuickBooks
DAX measures for Power/Pivot and Power BI

Output Examples

Trial Balance Activity with Beginning Balance, Current Activity, and Ending Balance
Compare Period Activity month by month, side by side
Actual Activity
Filter By Class or Class Side by Side

Schema

AVAILABLE FIELDS

DIMENSION DETAIL LINKS

Dates and Calendar Dimensions:

NONE

Document Based Dimensions:

NONE

List Based Dimensions:

Linked Information:

NONE

Additional DAX Measures for PowerPivot and Power BI

NONE