In this video, author Jess Stratton gives you an tour of how reporting works in QuickBooks Pro 2017, including a new feature of being able to schedule reports.
- [Instructor] You've spent a lot of time dividing your customers into types and classes, and you created all of your income and expense accounts so that you can track where your money is going. All of that setup in the beginning comes to fruition when it's time to run a report. Then you can truly see the big picture of how your business is doing. I'm going to show you how you can really customize your reports in the next video. But for now, QuickBooks comes with some built-in reports that you can use immediately in the Report Center. You get there by clicking Reports on the top screen and choosing Report Center.
If you're looking for a certain report, your best bet is to choose what department that report is going to come from, whether it involves banking, employees and payroll, purchases, sales, et cetera. It defaults to the Company and Financial reports. There are two types of reports. There's a standard report and a detailed report. The detailed report includes each line item transaction that got you to that final summary figure. So you can scroll through this list and see the available reports that you can choose from.
When you find the one that you want, double-click on it, and it will run that report. This is a standard profit and loss report, and you can see here, the date that it's running from. In this case, it's only a few days worth of this month. You can change the date range at the top and select any date that you want, for example, This Fiscal Year. When you change the date range, the report changes on the fly. In fact, you can either further refine it and narrow down your dates here.
You can also add columns. I'm going to click the drop-down next to Show Columns. You can scroll through and see the available columns that you can add. I'll choose Item Detail. It changed the report again on the fly to show me the detail of all my products. I can also click Customize Report on the top left-hand side of the screen. From here, you can change to the Filters tab and choose a Filter. For example, I can choose to filter my report by Class. If I click All classes, I can see the two classes that we created in a previous video.
I'll click Cancel to close out of this. Anywhere I see a magnifying glass icon, I can double-click, and it will take me directly to that report detail. In fact, I can continue to double-click, and it will take me directly to that transaction itself. I'll close out of this invoice. Finally, I can print my report. From the top of the screen, I can choose to print the report, or I can save it as a PDF on my computer. And I can Export it directly to Excel.
Something that was new with QuickBooks Pro 2015 was the availability to comment on a report. If I click Comment on Report, I'll get little bubbles next to each line item. If I click on that bubble, I can create a comment directly. I'll click the blue Save button, and now I can see that there's a comment beside Coby's name. Something that's brand new with QuickBooks Pro 2017 is the availability to schedule reports. If I click Reports from the top screen, I can click Scheduled Reports, and from here, choose Schedule Setup.
This is going to allow me to schedule reports, including reports that I've custom created. I'm going to close out of this for now. I can also click the X in the top right-hand side to close out of the Report Center. When you're all done with your reports, you can click the Xs on the top right-hand side out of every report to get back to the Home screen. In this chapter, I'm going to show you how to work with a report completely.
- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Adding service or inventory items
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Recording deposits
- Handling refunds and credits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Appropriate for all
1. Navigate QuickBooks
2. Work with Company Files
3. Set Up Shop
4. Add Customers
5. Work with Vendors
6. Add Employees
7. Manage Day-to-Day Operations
8. Handle Special Cases
9. Administer Payroll
10. Manage Online Banking
11. Share QuickBooks with Others
12. Find Information Quickly
13. Run Reports
14. Manage Year-End Preparations
15. Customize QuickBooks
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