Balance Sheet by Class (Standard Period) Data Model

Modified on Sun, 7 Jul at 2:18 AM

Overview of QuickBooks Balance Sheet by Class (Standard Period) Data Model

Traditional Balance Sheet by Class Standard data model, with shortcuts for periods e.g. Current Month, Last Month.

The 36 monthly period range is controlled in the QQube Configuration Tool.

Aggregated by Month for 36 Periods
61 Pre-Calculated Measures including column arrangements not possible in QuickBooks
DAX measures for Power/Pivot and Power BI
Excel Add-In contains Presentation Clean-Up Tool

Traditional Balance Sheet
Shortcuts for automating updating in Excel, e.g. Current Month, Last Month, Previous Year Month, etc.
Show Actuals (Budget not available in QuickBooks for Balance Sheet by Class)
Filter by Class
Class Side by Side, or Horizontal

AVAILABLE FIELDS

DIMENSION DETAIL LINKS

Dates and Calendar Dimensions:

Document Based Dimensions:

List Based Dimensions:

Linked Information: