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Using the Report Center to find reports

From: QuickBooks Pro 2010 Essential Training

Video: Using the Report Center to find reports

After you record financial transactions, you run reports to see how your company is doing to work on making it better or because you need reports to send to the IRS, shareholders, or anybody else. QuickBooks comes with a lot of built in reports and if you are really energetic, you can create more of your own. Either way, the QuickBooks Report Center offers several features that help you find the reports you want. To open the Report Center, on the Reports menu, choose Report Center.

Using the Report Center to find reports

After you record financial transactions, you run reports to see how your company is doing to work on making it better or because you need reports to send to the IRS, shareholders, or anybody else. QuickBooks comes with a lot of built in reports and if you are really energetic, you can create more of your own. Either way, the QuickBooks Report Center offers several features that help you find the reports you want. To open the Report Center, on the Reports menu, choose Report Center.

The Report Center has three ways to display reports. The one that QuickBooks starts with out of the box is carousel view. A sample report, not one that uses your data, appears in the center of the window. The report title is in big letters with the question the report answers just below. Other reports in the category are waiting on either side so you can look at another report by clicking one of these angled samples.

You can change the date for the report by choosing a date range along the bottom of the window. The List view is a fast and concise way to find a report, click the List View icon, which is three horizontal bars. You don't see a thumbnail but you can see a lot more of the available reports. Each report has a title, and the question it answers. You can choose the date range for the report such as this fiscal year to date.

To see a sample, click the icon that looks like a report with a magnifying glass. To run the report, click the Display Report icon. To view the reports in a specific report category, click the category on the left side of the window. You can also scroll on the window to see reports category-by-category. If you run the same report again and again, you can make it one of your favorites. Click the star next to the report name, which turns it yellow.

In the grid view and carousel view, the star is below the thumbnail. Along the top of the Report Center window are tabs for finding reports more quickly. For example, if you mark some reports as favorites, you can see all your favorites by clicking the Favorites tab. Or to rerun a report you used recently, click the Recent tab. If you memorized reports to save them after you have modified or customized them, click the Memorized tab. If you don't know which report you need, in the search box, type one or more keywords.

In this case, I will type receivables and click the Search button. QuickBooks lists reports that have something to do with the keyword you type. After you find the report you want, you can tweak it to show exactly what you want, as you will learn later in this chapter.

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This video is part of

Image for QuickBooks Pro 2010 Essential Training
QuickBooks Pro 2010 Essential Training

69 video lessons · 21644 viewers

Bonnie Biafore
Author

 
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  1. 8m 19s
    1. Welcome
      52s
    2. Editions of QuickBooks
      3m 24s
    3. QuickBooks bookkeeping basics
      2m 46s
    4. Using the exercise files
      41s
    5. Disclaimer
      36s
  2. 9m 12s
    1. Opening a company file
      2m 4s
    2. Using the QuickBooks menus and home page
      2m 49s
    3. Touring the Customer, Vendor, and Employee Centers
      2m 32s
    4. Navigating between QuickBooks windows
      1m 47s
  3. 10m 50s
    1. Gathering the information you need
      2m 4s
    2. Creating a company file
      5m 33s
    3. Converting from another program
      3m 13s
  4. 8m 19s
    1. Naming and numbering accounts
      3m 36s
    2. Creating an account
      2m 26s
    3. Making an account inactive
      2m 17s
  5. 14m 50s
    1. Creating a customer profile
      3m 40s
    2. Adding customer information
      4m 33s
    3. Creating a job
      2m 18s
    4. Making customers inactive
      1m 39s
    5. Creating a vendor
      2m 40s
  6. 43m 35s
    1. Why use QuickBooks items?
      2m 59s
    2. Creating a service item
      4m 26s
    3. Setting up time tracking
      2m 53s
    4. Entering time
      4m 19s
    5. Tracking mileage
      4m 34s
    6. Creating an inventory item
      6m 7s
    7. Creating a non-inventory item
      3m 34s
    8. Setting up sales tax
      6m 59s
    9. Setting up discounts and charges
      3m 46s
    10. Creating a group of items
      2m 16s
    11. Making items inactive
      1m 42s
  7. 30m 46s
    1. Creating a purchase order
      3m 8s
    2. Entering a bill
      4m 37s
    3. Recording inventory you receive
      3m 47s
    4. Paying bills
      4m 5s
    5. Handling a credit from a vendor
      5m 2s
    6. Writing a check for expenses
      3m 17s
    7. Paying with a credit card
      1m 40s
    8. Paying with cash
      2m 53s
    9. Paying sales tax
      2m 17s
  8. 35m 5s
    1. Understanding invoices, statements, and sales receipts
      2m 23s
    2. Creating an invoice and filling in header fields
      2m 55s
    3. Adding items to an invoice
      5m 7s
    4. Adding billable time and cost to an invoice
      5m 57s
    5. Using subtotals, discounts, and other charges
      3m 6s
    6. Creating an estimate
      2m 49s
    7. Handling a customer credit
      4m 57s
    8. Creating a statement charge
      3m 7s
    9. Producing a statement
      4m 44s
  9. 14m 44s
    1. Setting up print options
      4m 13s
    2. Aligning forms with printer paper
      3m 0s
    3. Printing one or more forms
      4m 29s
    4. Emailing a sales form
      3m 2s
  10. 14m 8s
    1. Receiving a payment
      3m 49s
    2. Assessing finance charges
      4m 9s
    3. Creating a sales receipt for a cash sale
      2m 39s
    4. Depositing payments
      3m 31s
  11. 10m 37s
    1. Preparing to reconcile a bank account
      1m 50s
    2. Reconciling transactions to your bank statement
      3m 14s
    3. Correcting discrepancies
      5m 33s
  12. 9m 51s
    1. Using the Report Center to find reports
      3m 0s
    2. Running a report
      3m 45s
    3. Printing or saving a report
      3m 6s
  13. 6m 8s
    1. Why use journal entries?
      3m 3s
    2. Creating a general journal entry
      3m 5s
  14. 13m 39s
    1. Creating a new user
      4m 58s
    2. Backing up your company file
      6m 10s
    3. Restoring a company file
      2m 31s
  15. 27s
    1. Goodbye
      27s

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