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Design custom reports for you using customization options in QuickBooks

Train you and your employees to design custom reports within QuickBooks

Exporting Reports to Microsoft Excel- QuickBooks Pro, Premier and Enterprise Solutions have a built in link with Microsoft Excel. You can use this link to export any QuickBooks report to Excel and then make changes to the format of the report or to the content of the report. Even though reports in QuickBooks are highly customizable, users do sometimes need to make changes that QuickBooks does not allow. For example, QuickBooks does not allow you to change the wording of the column header on Summary Reports.

QuickBooks Reporting Overview

Generally speaking, QuickBooks reports fall into one of four broad categories:

List Reports - These reports show the information in QuickBooks lists such as customers, vendors and inventory parts. You can show not only the list, but all of the detail you enter into the lists. For example, if you create a customer list report, you can add columns to show the customers' addresses, phone numbers, email addresses or custom field information contained in the customer records.

Transaction Summary Reports - These reports show financial information in totals or balances. For example, a summary report can show you how much each of your customers’s owe you - the customers' balances. However, these reports do not show you a list of invoices, payments and credit memos for each of the customers

Transaction Detail Reports - These reports show individual financial transactions. For example, a detail report can show you all of the invoices, credit memos and payments for one or more customers. You can also subtotal the report by customer to show the customer's overall balance.

Business Analysis Reports - These reports provide analysis information to help you interpret the performance and financial position of your company. For example, a budget report will show you not only your expenses, but also a comparison between your expenses and your expense projections (budgets) to help you control costs. Other examples of analysis reports include a cash flow projection report, forecast reports, and cost to complete reports.