Datisfy: Be Satisfied With Your QuickBooks Data

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• Angela Meharg
• QuickBooks Desktop
• QuickBooks Online is coming on strong
  • Earlier this year added "Job / Project" feature under one customer
• Worked with custom reporting for about 20 years
• Her CFO friend came to her (the Crystal Reports Goddess)
• She had worked with SAP and Oracle...
• But QuickBooks is hard to "get under the hood"
• Tough to find their data in a meaningful way
• Someone had built QQube business intelligence
  • Try QQube for 15 days
  • Plugin for Excel
  • Excel is a useful tool for playing with data
  • Excel is not great for data security, etc
  • Pivot tables give you filters
• Certified Solutions Partner with QQube
• Uses Crystal Reports to make a custom report and template for you
• "6 Reasons Why Dashboards Don't Work and What To Do About It"
• Not a QuickBooks expert so find an Advanced Certified Pro advisor