QuickBooks Advanced Reporting - the biggest secret out there

QBAR_for_craft_brewing.jpg

Intuit quietly added QBAR (QuickBooks Advanced Reporting) as part of the Enterprise 15 roll out. There were several additions made to the product in 2015 so this one flew under the radar. (QBAR had to compete with a new QBES pricing structure and the advanced pricing module).  Intuit has known for a long time that they needed to “up the game” with data analysis,  and this is their answer. They have a dedicated team of people to help us customize and learn how the product works. I discovered it about 6 months ago when I came back to the Intuit reseller community and started to kick the tires on the latest QBES launch. Now I am a big fan and supporter of the product. Once I got to look under the hood and see the available configurations, I was amazed at its power and capability.

What is QuickBooks Advanced Reporting?

What is it exactly? It is a separate reporting tool connected to your QuickBooks Enterprise database. Intuit contracted with QlikView to build the QuickBooks Advanced Reporting module. QlikView is a product of Qlik©. QlikView is a fully functional business intelligence tool:  capable of writing the most complicated queries. Because it is a separate program, it has its own update schedule. The current release is 2.1. Make sure that you update your module before attempting to access reports.

QBAR maintains its own tables so it is important to refresh the data when you want to look at a report. Right now, the refresh is manual. We should have the option of an automatic refresh. Please add your voice to the crowds would like to see the automation feature. To access the module, first click the link under the reporting tab in QBES. That option will launch a new window and set up a whole bunch of new tables and such. There are 131 different steps to updating the QBAR database. Fortunately, you can work on other things while QBAR updates in the background.

 How do I use it?         

QBAR_update.jpgThis is an extremely powerful tool that most people don't even know is out there.  It can answer those questions that ordinary reporting cannot.  BE CAREFUL. QBES support does not currently support the product.  You have to get the attention of the QBAR team to solve a problem,  and that support usually comes in terms of new development, not initial starter questions.   If you are not a strong report writer, stick to the customized reports included in the product.  You can also download some pretty cool reports from the help site.

Where can I go for further information?

Don’t kid yourself, this is a “big-boy tool” that has a lot of power. If you have experience in building custom reports, download the user guide and give it a try. Intuit has built a nice help site. It has basic videos to watch as well as a list of customized reports. It will give you an idea of what this tool can do. If advanced programming scares you,  then look to see if any of the customized reports works for you. BY THE WAY, YOU CAN DOWNLOAD A PAID COMMISSION REPORT. We’ve been asking for that report since I came to the community in 2007.

How do I get started?

The first step to using  the module is to update the current version. You can do this by accessing the module under the reports tab. It will launch an automatic update process. Make sure that you update to version 2.1 before continuing. Next synch your data with QBAR. Depending on your database, that could take a while, so you may want to launch the update at the end of a work day. Next, click on one of the available reports in the report list and away you go!

Download the QBAR user guide. 

Blog Tags: QuickBooks Enterprise, QuickBooks

on Jan 8, 2016 Mary Brettmann