{"id":168,"date":"2014-10-29T15:25:52","date_gmt":"2014-10-29T23:25:52","guid":{"rendered":"http:\/\/www.acctbusol.com\/blog\/?p=168"},"modified":"2015-01-20T22:44:58","modified_gmt":"2015-01-21T06:44:58","slug":"customize-quickbooks-reports-to-make-better-business-decisions","status":"publish","type":"post","link":"https:\/\/www.acctbusol.com\/blog\/customize-quickbooks-reports-to-make-better-business-decisions\/","title":{"rendered":"Customize QuickBooks\u2019 Reports to Make Better Business Decisions"},"content":{"rendered":"<p><em>QuickBooks<\/em> <em>simplifies and speeds up your daily accounting work, but you\u2019re missing out on valuable insight if you don\u2019t tailor your report data.<\/em><\/p>\n<p>Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms and record payments electronically. Gradually, you expanded your use of the software, perhaps paying and tracking bills through it and keeping an eagle eye on your inventory levels. Certainly, you\u2019ve run at least some of the pre-built report templates offered by all versions of QuickBooks since their inception.<\/p>\n<p>QuickBooks\u2019 automation of your daily bookkeeping tasks has undoubtedly served you well. But that\u2019s merely limited use; now it\u2019s time to take advantage of QuickBooks\u2019 greatest strength: customizable reports.<\/p>\n<p>One of the rewards for diligently entering all of your accounting information is a better grasp of your company\u2019s financial performance to date. That insight ultimately leads to better business decisions that can contribute to your future growth and success.<\/p>\n<p><strong>Making Reports Meaningful<\/strong><\/p>\n<p>Once a report is customized, what\u2019s challenging is:<\/p>\n<ul>\n<li>Understanding what each report is designed to tell you<\/li>\n<li>Determining which reports are most relevant to your business information needs<\/li>\n<li>Designing each to produce the critical insight you need in order to move forward.<\/li>\n<li>Comparing your customized reports to your company budget\/forecast<\/li>\n<\/ul>\n<p>You can understand what many reports do by their titles, their content, and the descriptions QuickBooks offers.<\/p>\n<p>The other challenges are a bit more formidable. It\u2019s our job to assist you in <strong><em>establishing a workflow in QuickBooks<\/em><\/strong> to keep accurate records and produce necessary transactions. We don\u2019t want you to end up in garbage in and garbage out.<\/p>\n<p>We can assist you in your <strong><em>annual, quarter or monthly budget or forecast<\/em><\/strong> your business need.\u00a0 We can help you in analysis, and interpretation of any variances you may have in the reports, because we want you to do more than just maintain the status quo.<\/p>\n<p><strong>Well formulated reports can help you: <\/strong><\/p>\n<p>&#8211; Spot <strong><em>cash flow<\/em><\/strong> problems, maintain the right inventory levels<\/p>\n<p>&#8211; See which jobs are the most <strong><em>profitable,<\/em><\/strong> and compare your estimates to costs<\/p>\n<p>&#8211; Identify your <strong><em>best customers<\/em><\/strong>, your most sought-after items<\/p>\n<p>&#8211; Your <strong><em>most successful sales<\/em><\/strong> reps etc.<\/p>\n<p>Careful customization of your reports, thorough analysis of the data will help you indicate your <strong><em>company\u2019s future direction<\/em><\/strong>.\u00a0 So if we haven\u2019t gone over this with you already, we encourage you to schedule some time with us so you can get the maximum benefit from your QuickBooks reports to help you <strong><em>make a smarter business decisions<\/em><\/strong>.<\/p>\n<p>Thank you and we look forward to working with you,<\/p>\n<p>&nbsp;<\/p>\n<p>Ben Derebie, MBA, CMA<\/p>\n<p><em>Certified Management Accountant<\/em><\/p>\n<p><em>Advanced Certified in QuickBooks <\/em><\/p>\n<p style=\"text-align: left;\"><em>&amp; Enterprise Solutions ProAdvisor<\/em><\/p>\n<div style=\"padding-bottom:20px; padding-top:10px;\" class=\"hupso-share-buttons\"><!-- Hupso Share Buttons - https:\/\/www.hupso.com\/share\/ --><a class=\"hupso_pop\" href=\"https:\/\/www.hupso.com\/share\/\"><img decoding=\"async\" src=\"https:\/\/static.hupso.com\/share\/buttons\/button100x23.png\" style=\"border:0px; width:100; height: 23; \" alt=\"Share Button\" \/><\/a><script type=\"text\/javascript\">var hupso_services=new Array(\"Twitter\",\"Facebook\",\"Linkedin\",\"StumbleUpon\",\"Reddit\",\"Print\");var hupso_icon_type = \"labels\";var hupso_background=\"#EAF4FF\";var hupso_border=\"#66CCFF\";var hupso_image_folder_url = \"\";var hupso_url=\"\";var hupso_title=\"%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20Customize%20QuickBooks%E2%80%99%20Reports%20to%20Make%20Better%20Business%20Decisions\";<\/script><script type=\"text\/javascript\" src=\"https:\/\/static.hupso.com\/share\/js\/share.js\"><\/script><!-- Hupso Share Buttons --><\/div>","protected":false},"excerpt":{"rendered":"<p>QuickBooks simplifies and speeds up your daily accounting work, but you\u2019re missing out on valuable insight if you don\u2019t tailor your report data. Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms &hellip; <a href=\"https:\/\/www.acctbusol.com\/blog\/customize-quickbooks-reports-to-make-better-business-decisions\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div style=\"padding-bottom:20px; padding-top:10px;\" class=\"hupso-share-buttons\"><!-- Hupso Share Buttons - https:\/\/www.hupso.com\/share\/ --><a class=\"hupso_pop\" href=\"https:\/\/www.hupso.com\/share\/\"><img src=\"https:\/\/static.hupso.com\/share\/buttons\/button100x23.png\" style=\"border:0px; width:100; height: 23; \" alt=\"Share Button\" \/><\/a><script type=\"text\/javascript\">var hupso_services=new Array(\"Twitter\",\"Facebook\",\"Linkedin\",\"StumbleUpon\",\"Reddit\",\"Print\");var hupso_icon_type = \"labels\";var hupso_background=\"#EAF4FF\";var hupso_border=\"#66CCFF\";var hupso_image_folder_url = \"\";var hupso_url=\"\";var hupso_title=\"%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20Customize%20QuickBooks%E2%80%99%20Reports%20to%20Make%20Better%20Business%20Decisions\";<\/script><script type=\"text\/javascript\" src=\"https:\/\/static.hupso.com\/share\/js\/share.js\"><\/script><!-- Hupso Share Buttons --><\/div>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,5,4],"tags":[],"class_list":["post-168","post","type-post","status-publish","format-standard","hentry","category-accounting","category-quickbooks-desktop","category-quickbooks-online"],"_links":{"self":[{"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/posts\/168","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/comments?post=168"}],"version-history":[{"count":1,"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/posts\/168\/revisions"}],"predecessor-version":[{"id":169,"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/posts\/168\/revisions\/169"}],"wp:attachment":[{"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/media?parent=168"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/categories?post=168"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.acctbusol.com\/blog\/wp-json\/wp\/v2\/tags?post=168"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}