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T
toosuncpa
July 31, 2022
Question

Reporting tools

  • July 31, 2022
  • 2 replies
  • 1 view
Hi Everyone,
 
Does anyone have any suggestions for a reporting tool that works well with QuickBooks?
 
Currently, we spend a lot of time with manual work in calculating the metrics and customizing reports for our clients and we are trying to look for a reporting tool to streamline manual work.
 
I apologize if this question was asked earlier but I could not find it through the search.
 
Thank you!

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
July 31, 2022

Are you using QBO or QBD?

What kind of business do you run?

T
toosuncpa2
July 31, 2022

Are you using QBO or QBD? We use both

What kind of business do you run? I work for small accounting, bookkeeping, tax service provider and we have clients that are mainly small business owners

M
mv32
Level 8
July 31, 2022

It's alright to ask questions earlier, @toosuncpa. Welcome to the Community.

 

In addition to Fiat Lux - ASIA's reply, in QuickBooks Online, we have sets of reports that you can run online. The particular ones are Profit and Loss, Balance Sheet, Accounts Receivables, and Accounts Payable. All of these statements are customizable that enable you to show in-depth data viewing and output. For more details about viewing your financial data, take a look at this article: Run reports in QuickBooks Online.

 

On the other hand, you can go to the Apps menu to search for a reporting tool. For more details, you can check this article: Install and use apps.

 

QuickBooks Online allows you to determine source or target to get the most favorable data you want to see. The article that I've shared also includes a link about how to customize reports. The system calculate the amounts based on what transactions are recorded, then shown in a report.

 

In addition, you may consider testing QuickBooks Online:

 

 

Feel free to place a comment if you have other concerns about getting custom reports. We're always here to help. Thanks and have a nice day ahead!

T
toosuncpa2
July 31, 2022

Are you using QBO or QBD? We use both

What kind of business do you run? I work for small accounting, bookkeeping, tax service provider and we have clients that are mainly small business owners

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