Additional Reporting Options in QuickBooks - dummies

Additional Reporting Options in QuickBooks

By Stephen L. Nelson

Some versions of QuickBooks present you with a handful of additional Reports menu commands. These additional commands are especially numerous in the Enterprise Solutions version of QuickBooks. Take a look at some of these commands:

  • Custom Reports: Displays commands that you can use to create reports from scratch, following your specific instructions. These custom reports are pretty easy to use if you’ve noodled around much with the customization options.
  • Company Snapshot: Displays a window with a bunch of little graphs and tables that summarize various tidbits of financial data: trends in income and expense, big account balances, open invoices, and so forth.
  • QuickBooks Statement Writer: Starts the QuickBooks Statement Writer (formerly the Intuit Statement Writer) add-on program that creates financial statements in Microsoft Excel. QuickBooks Statement Writer comes with the Accountant and Enterprise Solutions versions of QuickBooks.
  • Combine Reports from Multiple Companies: Enables you to create a consolidated report using data from more than one QuickBooks company file. When you choose the command, QuickBooks displays a dialog box that you use to identify the company files and the report combination you want. This command is available only in QuickBooks Enterprise Solutions.