Wednesday, February 24, 2010

QuickBooks: More Report Options

Somewhat hidden in the upper corner of the Report Center screen is a button called 'Find More Reports'. This can be easily overlooked but it is very powerful option.

Clicking the 'Find More Reports' button takes you to the QuickBooks Reports Library. Here you will find a collection of new reports that have been created by QuickBooks users and QuickBooks ProAdvisors.

Within the library, you can search by the same categories used in QuickBooks, such as 'company and financial', 'customers and receivables', etc. You also have the ability to sort by the most recent, the most downloaded, and the highest rated reports using the 'sort by' button in the upper right hand corner of the screen.

How to download reports:

Once you find a report, create a folder on your computer to store the reports, click the download button and save the report in your new folder. Go to your reports folder, double-click on the report, and it will be added to your memorized reports menu.

Some reports you may find of interest:

* Payments by Vendor
* Overhead as % of Total Income and Expenses
* Unapplied Customer Payments and Credits
* Sales by State
* Cash Flow Forecast by Quarter

There are many more reports than listed above. Make sure to visit the report library and find some reports of use to your business.

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