Power BI Analysis Of Quickbooks Data

Rob Collie shows how to use QQube to help with Quickbooks data analysis:

Our financials are the logical first place to start.  And our financials are in the hands of our accounting firm.  Specifically, they are stored in Quickbooks.

This, of course, poses a problem.  Because like ALL accounting and ERP systems, Quickbooks is primarily focused on being a great accounting system.  A system that collects, stores, organizes, and routes data.  Quickbooks is NOT an analytics tool.

And being an analytics (or BI or reporting, whatever you call it) tool is a full-time job.  ANY system whose job it is to collect/organize/route data will NEVER be sufficient for reporting and analysis.  NEVER.  I’m not kidding.  We should never expect different, and that’s not a “knock” on these vendors.  It’s just too many missions for any one company to execute.

This is a nice walkthrough of how you can apply visualization and analytics concepts, especially in a small business scenario.

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