Custom Reporting and QuickBooks
Have you ever needed a report out of QuickBooks that, no matter what, was just not possible to create or took multiple reports to get the information you needed? Luckily there are alternatives to using...
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Job Profitability Summary Report
The Job Profitability Summary Report (Reports>Jobs,Time & Mileage>) is a great report which will give you a total cost, total revenue and the profit ($ Diff.). Anyone looking to do Job...
View ArticleAutomation and Consolidation
We’ve recently engaged a client who is looking to streamline a number of process for multiple entities. One of the main hurdles is that their HQ handles a number of consolidating tasks in their QB...
View ArticleQuickBooks, QQube and SQL
I’ve already talked about the benefits of using QQube for custom reporting with QuickBooks, whether it is the easy to understand cubes or “Subjects” or the ability to report on multiple company files....
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AR Aging Detail with Aging Column Report
We have some clients who have switched to using QuickBooks that used to use Peachtree (now called Sage 50) software. The transition is usually smooth, though there always seems to be one hiccup along...
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QuickBooks Transaction History Report
The reporting functionality in QuickBooks is one of the better reporting implementations I’ve seen. The amount of customization that you can do in the reports, and the way you can create reports is one...
View ArticleWorkflow and reporting
Workflow and reporting We’ve discussed in the past the different ways to get reports out of QuickBooks that are not part of their out the box list. There are needs and quirks to each company that...
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