For Hosting Providers

Overview

QQube can be provisioned in a hosted environment as either a Multi-User installation or, in limited cases approved by CLEARIFY, a hosted Single-User installation.

The QQube edition is based on the number of people who connect to the QQube Database for reporting. It is not based on the number of QuickBooks users.

1. Choose the provisioning model

Single-User Edition

A hosted Single-User installation is a rare exception. It may be approved when:

• Only one person is licensed to use QuickBooks.
• The same person is the only user who creates or runs reports against the QQube Database.
• CLEARIFY has approved the hosted Single-User arrangement.

The user may synchronize multiple QuickBooks files. However, the automatic scheduler is not available. The user must sign in to the server and run the synchronization manually.

Multi-User Edition

Use the Multi-User Edition when:

• Multiple people sign in remotely to use QuickBooks.
• One or more users create or run reports against the QQube Database.
• A dedicated Windows account is required for scheduled synchronization.
• Multiple QuickBooks files must be synchronized automatically.

2. Hosted Single-User installation

The same Windows account performs all QQube functions:

• Runs QuickBooks.
• Runs QQube synchronization.
• Creates and refreshes reports.

Automatic server-login scripts are not normally required unless requested by the customer.

3. Hosted Multi-User installation

A Multi-User installation has three types of users.

Dedicated synchronization user

This Windows account is used only for QQube synchronization and QuickBooks-related QQube administration.

The QQube Database, QQube Synchronizer, QQube Configuration Tool, and full QuickBooks Desktop client are installed for the hosted Multi-User environment. QuickBooks communication occurs through the QuickBooks client rather than a Windows service.

• Grant administrative permissions during installation.
• Remove administrative permissions after installation when appropriate.
• Set the session timeout to never.
• Keep the account signed in.
• Configure automatic sign-in after a server restart.
• Place QBW32.EXE and QQUBESYNCHRONIZER.EXE in the dedicated account's Startup folder.
• Leave QuickBooks open with no company file selected.

The following operations are performed under this account:

• Post-Installation Setup.
• Understanding the synchronization process.
• Synchronization issues and error codes.
• Add a QuickBooks file.
• Remove a QuickBooks file.

Regular reporting user

A regular reporting user creates or runs reports against the QQube Database.

The 5-user and 10-user QQube licenses refer to concurrent connections to the QQube Database.

• Signs in with their normal Windows account.
• Uses the automatically installed QQube DSNs.
• Creates and refreshes reports without custom connection strings.
• Uses the QQube Configuration Tool to:
  • Run a manual synchronization.
  • View synchronization logs.
  • Clear and reload QQube data.
  • Open the included examples.
• Uses the QQube Excel Add-In when installed.

QQube super user

The designated QQube super user may sign in to the dedicated synchronization account through Remote Desktop to perform administrative tasks.

Some hosting providers perform these tasks through their own support staff instead.

• Install QQube.
• Apply upgrades.
• Manage licensing and activation.
• Start or stop the QQube Database.
• Change the QQube engine name.
• Change the location of the QQube Database.

4. Reporting applications and examples

QQube includes approximately 250 report, workbook, dashboard, and application examples. Install the reporting applications required by the customer.

• Microsoft Excel and the QQube Excel Add-In.
• Excel Power Pivot.
• Microsoft Access.
• Microsoft Power BI.
• SAP Crystal Reports or an appropriate report viewer.
• Tableau.

5. Additional information

• Overview of QQube Implementation.
• Requirements Checklist.