With the QuickBooks Statement Writer (QSW) you can create customized, professional financial reports from a QuickBooks company file. You can reuse the statement in future periods and also reuse the look and feel for other clients. With QSW you can create complete financial reports that can include multiple statements and supporting documents.
The QSW package contains a library of templates for statements and for supporting documents. Additionally, you can create your own templates, both for the look and feel of statements and for supporting documents, such as cover letters, engagement letters and disclosures. The financial report can include partial statement, such as a partial income statement.
QSW uses company file data directly from QuickBooks and can combine accounts and subaccounts, both automatically and by specification. Since QSW accesses the company file directly, you can make a change in the company file and see the updates in the statement while you are working on it.
You can use QSW to create financial reports for your clients and to create a report that not only includes the client financial report, but also other materials you enter or scan. You can create one PDF that contains all this information.