Category Archives: Reports

Better Business Decisions by Customizing QuickBooks’ Reports

Whether you’re a contractor, wholesaler, non-profit or some other service professional, reports are crucial to monitoring your cash flow and profitability.  When I work with clients, I often recommend changes in their setup and changes in their data entry.  While … Continue reading

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Filter to Find What You Want

QuickBooks makes it easy to find information with their Filters.  A filter simply limits what you see (i.e. filters out what you don’t want) so you see only what you want to see.   Both the Find Feature and reports in … Continue reading

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Reports to Monitor Job Costs

Now that the mad rush is past and you’re just extremely busy now, this might be a time to take a closer look at your job cost reports. Here are a few job cost reports to help you monitor your progress and profitability. Continue reading

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Estimated vs. Actual Hours

How did the actual time on the job compare to what you estimated? That’s one of the big things you want do know, right? If job costs run over, it’s usually in the area of labor, not materials. Here’s how you create it. Continue reading

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5 Areas to Review to Plan for a Successful 2017

While you still have 2 more months to generate income (and expenses), you probably have a somewhat good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what … Continue reading

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Automate Sending Reports with the New Scheduled Reports in QuickBooks 2017

Do you need to send a business partner, boss, accountant or board members reports on a regular basis? Don’t you wish you could automate that? Now you can with the new Scheduled Report feature in all desktop versions of QuickBooks! I’ll … Continue reading

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Save Time With QuickBooks 2017

I know some of you go by the “every 3 year” plan, but I’m a big proponent of checking out the new features every year to see if the new version would be beneficial for you. When the batch timesheets … Continue reading

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Estimated vs. Actual Hours

How did the actual time on the job compare to what you estimated? That’s one of the big things you want do know, right? If job costs run over, it’s usually in the area of labor, not materials. It’s been … Continue reading

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Helpful, Under-Used Job Cost Reports

Now that the mad rush is past and you’re just extremely busy now, this might be a time to take a closer look at your job cost reports. While QuickBooks has several good job cost reports, here are Job Cost … Continue reading

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Better Business Decisions by Customizing QuickBooks’ Reports

Whether you’re a contractor, wholesaler, non-profit or some other service professional, reports are crucial to monitoring your cash flow and profitability.  When I work with clients, I often recommend changes in their setup and changes in their data entry.  While … Continue reading

Posted in Business Finance, QuickBooks, Reports | Tagged , , , , , , | Leave a comment