Category Archives: Reports

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

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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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New Insights Into Your Business

While I still much prefer the Company Snapshot because I can easily see so much in one screen, there are two graphs I like in the Company Insights I don’t get from the Snapshot that I think you might like … Continue reading

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Two Key Numbers to Monitor Profitability

It’s year-end and time to review how you did. Gross Profit Margin and Net Profit Margin are two numbers you want to look at – they help you with both reviewing your numbers and planning for the upcoming year. When … Continue reading

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Items vs Expense for Job Costing

I’ve been discussing how to setup and use Items in QuickBooks.   What I’ve seen is many really don’t understand how Items work in QuickBooks, from bookkeepers to accountants to QuickBooks consultants. I will admit that for many years, I … Continue reading

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Starting with the End in Mind for Job Cost Reports

When I meet with new clients and we’re discussing what’s working, what’s not, we often discuss what would you like to see in your job cost reports besides you making a healthy profit ;-)?  Generally you want to see revenue, … Continue reading

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Helpful, Under-Used Job Cost Reports

Now that the weather is warm, projects are gearing up and keeping up with job costs is important. While QuickBooks has several good job cost reports, here are Job Cost reports that often go under or un-used. Estimated vs Actual … Continue reading

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Fast Ways to See Key Reporting with QuickBooks

Let’s face it – you’re busy, you have information you need to see, but don’t want to spend all day getting it.  Especially during your busy season! First, decide what information you want to see. Such as Accounts/Receivable, Accounts /Payable, … Continue reading

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Setting Up Class Tracking

So you’ve decided to either start using Classes or modify your existing ones.  Here are the steps you’ll need: 1. Turn the preference on If Class Tracking is not already turned on, log in as admin, click on Edit>Preferences, then … Continue reading

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