QuickBooks Enterprise Advanced Reporting - Introduction

Introduction

This tutorial provides a comprehensive guide to using QuickBooks Enterprise Advanced Reporting. It covers the essential features and functionalities that allow users to create and customize reports effectively. By following these steps, you'll be able to analyze your business data with greater insight and precision.

Step 1: Accessing Advanced Reporting

• Open QuickBooks Enterprise and navigate to the Advanced Reporting section.
• Familiarize yourself with the welcome center, which provides an overview of reporting features.

Step 2: Understanding Report Types

• Sales Reports: Start with sales reports to get insights into your revenue.
  • Use the sales by item summary and modify the report using filters.
• Custom Reports: Create custom reports based on specific transaction details.
  • Access the transaction detail report for granular insights.

Step 3: Utilizing Pre-Made Reports

• Explore pre-made reports available in QuickBooks.
• Select reports that fit your needs and modify them as necessary.

Step 4: Creating Custom Reports

• Choose the option for custom summary reports.
• Customize reports by adjusting the chart properties and adding dimensions.
  • Include data like customer names, vendor names, and sales amounts.

Step 5: Working with Chart Properties

• Access chart properties to manipulate how your data is displayed.
  • Adjust dimensions to show different perspectives (e.g., sales by preferred vendor).
• Clean up columns in the presentation tab to improve readability.

Step 6: Adding Expressions

• Use expressions to enhance your reports.
  • For example, include calculations for quantity sold or total sales amount.
• Edit expressions to refine data presentation:

  IF(condition, true_expression, false_expression)
  

Step 7: Filtering Data

• Utilize the library list box filter to narrow down your data.
• Focus on specific dimensions such as the transaction ship address by country or city.

Step 8: Analyzing Data by Vendor and Expense Account

• Generate reports that cross-reference vendors with expense accounts.
• This helps in identifying consistency or inconsistencies in expense reporting.
• Set up a new sheet object and choose a pivot table to organize data effectively.

Step 9: Editing Customer and Vendor Information

• Edit customer or vendor information directly in QuickBooks to ensure accuracy.
• Make changes in the customer center and update relevant details.

Step 10: Accessing Help Resources

• If you encounter issues, consult the help site at qbar.intuit.com for resources and documentation.
• Review available PDFs and guides for additional support.

Conclusion

By following these steps, you can leverage QuickBooks Enterprise Advanced Reporting to gain valuable insights into your business operations. Experiment with different report types and customizations to find the best fit for your reporting needs. As you become more proficient, consider diving deeper into advanced features to maximize your reporting capabilities.