Custom Quickbooks Reports In Minutes? Yes!

A funny thing happened after I wrote this post in July 2013 about building a Commission Report for QuickBooks. I started to get a lot of inquiries about doing other custom QuickBooks reports using Crystal Reports. I’m thinking “Oh, golly, no!”  It was ornery and time consuming and awful. I couldn’t fathom business owners trying to do that kind of battle, let alone me with 18 years of dedicated experience with Crystal Reports. I’ve started and/or run several small businesses, so I can understand the frustrations and breakdowns that business owners experience. This was pure hell.

But then a prospect told me to check out the solution offered by Clearify. It’s called QQubeTM. It’s pronounced cue-cube. QQube basically sucks the data out of QuickBooks, improves its structure, and drops it into a pre-designed data warehouse every night. And from there, with either Crystal Reports or the QQube Add-In for Excel, you can design reports in MINUTES, not hours and days. Or weeks.

After speaking with the founder of Clearify, Chuck Vigeant, also known as the Grandfather of Crystal Reports for QuickBooks, I became a Solution Partner – and I was the first Crystal Reports specialist on his partner list…a new enterprise was born.

My new company is called Datisfy Inc. As in “get satisfied with your data”. And at Datisfy we Do What Counts. What a concept! Our vision is this: By 2025, one million business owners will be free from the insanity of wasting their time on stuff they shouldn’t be wasting their time on! Like messing around with Excel to get what they need to make better business decisions.


We’ve now been in business almost three years and to date we have helped over 40 companies to get the reports they need at a single click.  I’ve hired a team to help build the reports and support the solution. It’s been an exciting ride and we all love what we get to do every day.

Customers DATISFIED to date:

  • STATES/PROVINCES – Alberta, California, Colorado, Connecticut, Florida, Indiana, Kansas, Massachusetts, , Minnesota, Nevada, New Jersey, New York, North Carolina, Nova Scotia, Ontario, Pennsylvania, Texas, Virginia, Washington
  • INDUSTRIES – Restaurants, Sales, Manufacturing, Insurance Adjusting, Education, Construction, HVAC, and many others

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