QuickBooks offers a wide variety of readymade reports that tell where your company stands. Aside from these, you can also create customized reports based on your business needs. Note though that available columns and filters differ for each report/group of reports because each draws information from the company file differently. Report source and targets are particularly important when customizing reports.
This article provides you with steps in creating some of the commonly needed Customer, Vendor, Item/Inventory and other customized Reports.
The report is a list of all customers that have a taxable sales tax code.
This report shows the check number specified by the user when they enter a sales receipt.
This report is based on the Check Detail report. It shows customer payments you have received and the invoices and deposits to which the payments are linked. When formatted properly, it can function as a Customer Remittance report showing each Invoice and each Customer Payment.
Creating a report to show all payments on open Invoices would require a filter to see if the Payment(s) are linked to an open invoice. The only two reports that show selected transactions and other transactions to which they are linked are the Check Detail report and the Deposit Detail report. However, these reports do not total the payments. To get a total of all payments for open invoices export the Deposit Detail report to MS Excel using the Advanced option for Auto Filtering.
This report shows the outstanding amounts on estimates.
This report helps job related businesses that may need report of job status, start and end dates, and estimate totals.
Many companies want to pay commissions to sales reps based on Gross Profit rather than the gross of the sale. This enables companies to maintain a profitability on an item if it is deeply discounted. The Sales by Rep report is based on the item total and not the gross profit. Follow the steps below to create a sales by rep report based on the gross profit:
The report shows a list of bill credits you have applied to bills.
Although you can show bill credits by going to File > Print Forms > Bill Payment Stubs, the stub does not show to which Bill the Bill Credit is applied. This report shows which bill credits are applied to which bills.
For a single bill credit, run a Transaction History report.
If you need the report for more than one bill credits, modify the Check Detail report to show multiple bill credits.
Item and item description are readily available in Open Purchase Orders Detail report available in QuickBooks Premier 2013/QuickBooks Enterprise 13 or later. If you use QuickBooks Pro or QuickBooks for Mac, you can run a Transaction Detail report.
Note: In QuickBooks for Mac, click the Filters icon then check or uncheck a filter to add/delete it. Click Apply and close the window to save the changes.
This report shows inventory items that make up assemblies currently on sales order. It will help you see what inventory items need to be ordered from a vendor (using a purchase order, in most cases).
You also have the following options: