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QuickBooks
Online Manual
Reports
About
Reports
QuickBooks
provides many reports you can use to evaluate and see
the inner workings of the accounting of your business.
These reports include: Financial reports, reports for
your accountant, budgeting, accounts receivable, sales,
customers and jobs, the items you sell, job costing
and time tracking, accounts payable, bills, purchases,
and expenses, inventory, vendors, taxes, payroll operations,
and employees. To see a list of the reports available,
under "Reports" on the main iconbar select the specific
area (A/R, A/P, etc.) for the report you would like
to create. QuickBooks will display the choices of reports
you have in that area.
QuickBooks also allows you to further customize your
reports once you have created the base report through
customize and filter features. You can also export report
information to Microsoft Excel and further customize
or even combine reports. With all the features QuickBooks
provides to you, you can create practically any report
your company would need.
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Example:
Deposit Report Totaling by Day
| 1. |
Go to Reports on the Top toolbar. |
| 2. |
Select "Custom Transaction Detail Report". |
| 3. |
In the Columns Window uncheck the following items:
Memo, Account, CLR, Split, Balance. |
| 4. |
In the "Total By" area, change from Total Only
to Day by clicking the down arrow to the right
of the line, then click on Day.
 For
Quickbooks 2001, 2000, 1999:
| |
Click
OK to exit Header/Footer window and then
click OK to exit Format window. |
Then Click OK. |
| 5. |
Next click the Filters button in the window. |
| 6. |
Click on Account in the Filter box, then on the
account line change from All Accounts to Selected
Accounts. |
| 7. |
Then click on Cash Account (checking, savings
etc.) so that it becomes checked (or selected)
For
Quickbooks 2001, 2000, 1999:
| |
• |
Click
OK. |
| |
• |
Click
OK to exit the "Report Filters" menu. |
| |
• |
Click
on the Format button in the window. |
|
| 8. |
Click on the Header/Footer Tab. |
| 9. |
Change the report title to Deposit Report. |
| 10. |
Click OK to exit the window.
For
Quickbooks 2001, 2000, 1999:
| |
Click
OK to exit Header/Footer window and then
click OK to exit Format window. |
|
| 11. |
Click the Memorize button. |
| 12. |
QuickBooks will ask you for the report title.
You can leave it as Deposit Report. |
| 13. |
Click OK. |
| 14. |
Whenever you need to use this report, go to Memorized
Reports, under Reports on the top toolbar and
double-click on Deposit Report. You can change
the date once you are in the report if you need
to run the report for a specific time period. |
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Memorizing
a Report for Reuse
| 1. |
After
you have customized any report, click "Memorize"
on the report buttonbar at the top of the window.
|
| 2. |
If
it is a completely new memorized report, enter
a title for the report in the "Memorize Report"
window. |
| 3. |
If
you have recalled a previously memorized report
and changed it, indicate whether you want QuickBooks
to replace the earlier report under the same name,
or create a new memorized report under a new name.
If you want QuickBooks to replace the earlier
report, click "Replace". If you want QuickBooks
to memorize this report under a new name, click
"New" and then enter a name in the "Memorize Report"
window. |
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Recalling
a Memorized Report
| 1. |
From the "Reports" menu, choose "Memorized Reports".
|
| 2. |
In the "Memorized Report List" window, highlight
the report you want to view. |
| 3. |
Click the "Display" button at the bottom of the
window.
For
Quickbooks 2001, 2000, 1999:
| |
Click
the "Generate Report" button at the bottom
of the window. |
|
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Renaming
a Memorized Report
| 1. |
From the "Reports" menu, choose "Memorized Reports". |
| 2. |
In the "Memorized Report List" window, highlight
the report you want to rename. |
| 3. |
Choose "Edit" from the "Memorized Reports" buttonbar. |
| 4. |
Enter the new name of the report in the "Memorize
Report" window. |
| 5. |
Click "OK" when you have given it the name you
want. |
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