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8 Compelling Reasons Your Business Needs Custom QuickBooks Reports
Are you still wrestling with QuickBooks’ standard reports, trying to make them fit your unique business needs? While QuickBooks is an excellent accounting tool, its built-in reporting capabilities might not always align with your specific requirements. Let’s explore eight compelling reasons why custom reporting could be the game-changer your business needs. 1. Say Goodbye to…
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The Truth About Quickbooks Desktop Files – Part 1!
Want to prevent QuickBooks company files from getting corrupted? The problem ISN’T large file size!
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6 Reasons Dashboards Don’t Work – And What To Do About It
So You Think You Want A Dashboard? I truly hope not. That is, I truly hope not if you think it won’t require significant effort on your part. In case you’ve missed this concept over the past decade, a business intelligence dashboard is a data visualization tool that displays the current status of metrics and…
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Why DIY Is For Losers
And by losers, I mean people who aren’t winning in the game of business. (The totally generous definition of loser.) The Sad Truth Is That DIY Is A Seemingly Harmless Trap That So Many Of Us Fall Into. A few months ago we created a great job cost report for Jack. We made it look…
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Datisfy Referral Partner Program
The Datisfy Referral Partner Program was created to encourage and acknowledge personal introductions to prospective customers whose reporting requirements exceed what QuickBooks alone can provide. Our best referral sources are QuickBooks ProAdvisors and consultants. Why? Because your customers and prospects already use QuickBooks and they already value and trust your expertise. Plus, we’re pretty sure…
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Two Ways to Clear All Data in QQube
There are a few reasons to clear all data in QQube so you can have a fresh reload: There are two ways that are simple for you as a user to do this. It only depends on WHEN you want it to happen. The Overnight Option If you want the server to do this automatically…
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How to Move QQube to a New Server
Open the QQube Configuration tool and note (or take screenshots) of the Available Analytic Areas selected and the Analytic Names to Load Locate your QQube License ID and Password from the most recent purchase email from Clearify On the QQube Config Tool go to Help | About QQube to determine if your QQube subscription is…
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QuickBooks Custom Reporting Tool Configuration
Some of our reports use the QuickBooks Enterprise Custom Reporting Tool to connect directly to the QuickBooks data. Most of them are inventory-related. These reports need four simple settings to run: QuickBooks must be in multi-user mode The file name and the location of the file cannot be changed There must be a Custom Reporting…
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How To Fix Missing Parameter List of Values
Ever run a report with a parameter giving you a list of values to choose from? There is a glitchy little limitation that will prevent a Crystal Reports Viewer from showing all the values of a very long list. But it’s easily resolved! We recommend that you have your IT provider do this. These instructions…
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QQube Reports Missing Data in the New Year?
It’s late January or early February and you’re running you reports for the first month of the year – but no data is showing! The problem isn’t the report – how could it be? It’s been working for you for ages. Fear not! The problem is just a QQube setting. And it’s easy to change:…
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How To Create A QuickBooks Portable Copy
To create QuickBooks Portable Copy First, make sure you are in single-user mode. Open QuickBooks and log in as an admin. Go to the File menu and select Create Copy. Select Portable company file and then Next. Give your portable company file a unique name. This makes it easy to tell apart from your regular company file. Select a location to save…
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How to Troubleshoot a QQube Synch Issue
Quick tips if you are having a QQube synch issue
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Consolidated Financials
The Problem Client overview Cochner Garvey Capital Partners, Inc. (CGCPI) is a Wichita-based private equity firm with an investment history of over 50 years, focusing its investment on middle market companies. CGCPI holds nine separate entities, each with its own QuickBooks company file. QuickBooks limitations CGCPI moved to QuickBooks Enterprise from Sage and FRX Reports and…
