Recently, I also learned about the millions Intuit spent lobbying to keep tax returns complicated. Despite my misgivings, I agreed to use QuickBooks to keep my accountant happy.
Accountants love QuickBooks (even if authors don’t)
But before I clicked the Buy button, I saw the fine print about licensing, which changed my mind. But we would have two users—my wife and I would both need to work in QuickBooks, sometimes concurrently, on different computers.
Whether or not it would have been technologically feasible for us to share a license, I prefer to stick to the letter of the law. Then I noticed another option on the QuickBooks website: Web apps typically offer less-convenient interfaces than desktop apps, but in this case, the cost won me over.
Outwitting file-format foibles online
This was the cheapest plan to allow multiple users at once. How to Create a Memorized Report in QuickBooks After you modify a predefined QuickBooks report, you must save it as a memorized report in order to keep your changes. This feature works the same in versions — of QuickBooks. Lee Fifield.
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Java Training. By using the site, you consent to the placement of these cookies. The software also offers many powerful features that can help you mine financial data for the information and intelligence needed to make business decisions. This second article in the series looks at some of these features, ones that CPAs can apply in their organizations or can show clients how to use, strengthening their position as a trusted business adviser.
11 QuickBooks tips for producing stellar reports
Controlling columns. QuickBooks provides a unique option for controlling the columns displayed in financial reports, and this tool is easy to use.
Open any financial report, click the Columns tool dropdown menu, and then select an option, such as Month , Class , or Inventory Site. This type of report makes it easy to review the profitability of each inventory item or each category of items.
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Column widths. You can resize column widths on a report by dragging the diamonds located between the column headings and responding to the automatic prompt asking if you want to resize a single column or all columns, as shown below. To keep your new column width settings for future reporting, memorize the report.
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Date range options for memorized reports. Subtotaling transaction reports. Similar to the way in which financial reports can be delineated multiple ways by columns, transaction reports can be subtotaled multiple ways by rows. For example, using this method, a user might summarize a list of invoices by customer or sales representative, or by specific items included on the invoices. Collapsing and expanding reports. QuickBooks allows you to display summary or detailed views of a report by clicking the Collapse or Expand button at the top of the report.
However, to employ this feature, you must first edit your Chart of Accounts and classify some of the accounts as subaccounts, as pictured below. Drilling reports.
Double-clicking an amount on any report displays the underlying detail transactions that compose that amount, and double-clicking a transaction amount displays the underlying transaction, such as an invoice, check, or credit memo. Filtering reports. Another powerful tool in the QuickBooks reporting arsenal is the ability to filter reports by up to 55 built-in criteria such as Class , Customer , Vendor , or Amount , as well as dozens of additional custom fields.
Of course, this filter tool could also be used to produce a departmental report based on reporting by Class , but it offers far greater potential. For example, a company operating in multiple states that wants to compare the revenue generated in each state could use the filter option to produce individual state reports.