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Archive for the Reports Category

Home → Reports

Filter to Find What You Want

On July 13, 2017   /   Features, QuickBooks, Reports   /   Leave a comment
filter

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 QuickBooks use Filters. So once you know

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Reports to Monitor Job Costs

On May 11, 2017   /   Business Finance, Job Costing, Reports   /   Leave a comment
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. Here are a few job cost reports to help you monitor your progress and profitability.

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Estimated vs. Actual Hours

On May 11, 2017   /   Business Finance, Job Costing, QuickBooks, Reports   /   Leave a comment

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.

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5 Areas to Review to Plan for a Successful 2017

On November 9, 2016   /   Business Finance, QuickBooks, Reports, Year End   /   Leave a comment

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 didn’t. Here are a few recommendations to

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Automate Sending Reports with the New Scheduled Reports in QuickBooks 2017

On October 10, 2016   /   Features, Productivity Tips, QuickBooks, Reports   /   Leave a comment

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 cover the basics and then touch on

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Save Time With QuickBooks 2017

On October 10, 2016   /   Features, Productivity Tips, QuickBooks, Reports   /   Leave a comment

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 came out, to me that was a

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Estimated vs. Actual Hours

On August 9, 2016   /   Business Finance, Job Costing, QuickBooks, Reports   /   6 Comments

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 a report I’ve wanted to see for

Read more →
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Helpful, Under-Used Job Cost Reports

On July 13, 2016   /   Business Finance, Job Costing, Reports   /   1 Comment

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 reports that often go under or un-used.

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Better Business Decisions by Customizing QuickBooks’ Reports

On May 19, 2016   /   Business Finance, QuickBooks, Reports   /   Leave a comment

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 part of this is to help them

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Filter to Find What You Want

On May 2, 2016   /   Features, QuickBooks, Reports   /   Leave a comment

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 QuickBooks use Filters.  So once you know

Read more →
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