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Michael1537
Level 2

Traditional Formatted Financial Reports

Can anyone suggest an integrated app for QBO that relatively easily formats financial statements in traditional form? The only one I've been able to find reasonably cost effective is eClientLink.

 

It seems most of the report writers are more focused on data manipulation in Excel for more management reporting types of things.

 

I just want to be able to present the basic financial statements (B/S, P&L and now and again, Cash Flow) in "traditional" formats without them looking Excel refugees.

 

Thanks for any help y'll might provide. Have a blessed day!

1 Comment 1
KlentB
Moderator

Traditional Formatted Financial Reports

Glad to see you here in the Community, Michael1537.

 

You're correct. QuickBooks populates the reports in rows and columns like Excel so you can easily customize the data you want to view. While we're unable to suggest what third-party application to use, you'll want to visit our QuickBooks App Center to find a report writer that best suits your business needs. You can follow these steps too in searching the app within your QuickBooks account:

 

  1. Login to qbo.intuit.com.
  2. Select Apps from the sidebar menu.
  3. Go to the Find Apps tab.
  4. Enter "Reports" in the search bar or click the Browse category button to filter the results.

You can also try looking for some reviews online to get some insights and be guided in choosing the right app for your company.

 

On the other hand, I've attached some articles that you can read to ensure that you'll get the most out of QuickBooks' reporting capabilities:

 

I'll be more than happy to help you out again and if you need a hand in managing your reports. Have a pleasant day ahead.

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