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We spend a lot of time to get correct data in QuickBooks so we can see the right results of our business. Normally, we are looking for reports to provide insight into these results.
Reports function to give business results for senior decisions. They also provide information for the needs of government conformity.
There are many reports from the menu in QuickBooks. However, it is not unusual that a company needs the opportunity to customize reports that continue to adapt as the skills of the QuickBooks.
QuickBooks Statement Writer is a solution for this problem. It works as an add-in in Excel, which offers the user the combined power of Excel and QuickBooks.
QuickBooks Statement Writer is only available in QuickBooks accountant and all industrial versions of QuickBooks Enterprise. . It is available in the Report Down menu.
The first screen as soon as the menu selection is created, shows below.
Note the four selections along the left side.
The first settings and formats enables the setting of certain phenomena in a statement report report as well as specifications to which it is stored.
The second allows the creation of a new report. The third and fourth is used to access the report formats already created, maybe with new data, eg. B. the information from the next month. Report formats can also be copied from a QuickBooks business file to another.
Up is the screen that appears when the design is new. Use this screen to use the date of the reports set. The second arrow pointing to the lower left portion of the window shows a list of pre-formatted reports from which the user can choose.
As a rule, a customer-specific report is searched. However, you have to start with an existing template. However, this approach is still easier. The adjustment options enable the preparation of the report with the template as the starting place.
The right side of the window lists the templates that we want to use for our report.
Rename the report and select next, and you may manipulate the appearance of the report in a wizard-like user interface. For the purposes of this overview, we will be entered by the assistant to the Excel interface.
This is what the initial template of our report looks in Excel. Access via QuickBookS Statement Writer, in this view there are a number of functions
The upper circled area is an overall command band that is more QSW as Excel.
The panel along is also part of the QSW program. Note that the Panel contains sections for report properties, instruction properties, line characteristics, column properties, and cell properties.
Each of these sections opens with a series of specific tools.
Report properties affect the entire Excel workbook. Since we work with live QuickBooks data, the date could be changed in this area. The report would then refresh and the new data that refers to the new date would charge the report.In this case, instruction properties in this case have the profit and loss account.
Obviously properties for rows and columns use specifically those parts of the report.
Rows can be combined or broken out. Columns can be added for budget data, compared to the previous year last month, annually and much more.
Additional sheets can be added to the QSW data to create charts and other graphics for easy understanding of complicated data.
This is just an overview. Many customization functions are available in the QuickBookS Statement Writer.
QuickBooks Statement Writer is only available in QuickBooks accountant and all industrial versions of QuickBooks Enterprise.
Hector Garcia, CPA
Certified Advanced QuickBooks ProdaPvisor}
Hector Garcia is a CPA and QuickBooks consultant.