Making sound business decisions based on accurate and current information takes more than intuition - it takes reports that are based on real data that resides in your QuickBooks® system.
One of the biggest “pain points” of QuickBooks users, is the lack of reports that apply to specific company or industry needs, since QuickBooks lacks the ability to create custom reports and format the data to fit those individual requirements. Savvy QuickBooks users have overcome this lack of reporting by creatively “slicing and dicing” multiple reports exported from QuickBooks and then copying and pasting data into Excel to produce reports one at a time every time they need to be run, which is extremely time consuming and prone to error.
Those days are over!
QReportBuilder allows you to design, run and reformat reports based on QuickBooks data, and merge them with data from Excel, Access databases and any other data required in your report to answer your critical business questions now!
One of the stumbling blocks to creating custom reports with most report writers is data acquisition, knowing where the underlying data resides in QuickBooks. QReportBuilder was designed to make custom report building easy yet powerful enough to produce the complex reports that people need.
QReportBuilder comes preloaded with the underlying raw data tables and every one of the “canned” reports available through Intuit’s Developers Kit interface. This allows you to view the underlying QuickBooks data in QReportBuilder and easily locate the data needed to build your report. QReportBuilder will allow you to merge the “canned” reports together or merge the tables with the reports to produce the results you’re looking for.
Features list:
* Designed specifically for QuickBooks
* One-touch real time QuickBooks data updates
* Drop down menus for data acquisition from QuickBooks tables or reports
* No need to know relationships of the data tables as in other report writers, QReportBuilder builds them for you.
* Consolidate multiple company file data into one report
* Design & test reports based on table data without QuickBooks being loaded on the machine
* Merge QuickBooks table data, QuickBooks reports, Excel and Access data in reports
* Create specialized forms, dunning letters, pick lists, custom invoices and documents
* Globally search for a specific data item or field name in the QuickBooks data file
* Build the report once and simply refresh the data to run it at a later date
* Use filters and columns not available in QuickBooks
* Add data from custom defined fields to “canned reports”
* Add equations, calculations, date ranges and specific select criteria to reports
* Includes sample reports not in QuickBooks that can be used as templates to modify to your needs.
* Export data in spreadsheet, DBF or text file formats.
Some examples of reports/forms that easy to create:
* Custom commissions calculations (based on paid invoices, profit per item, less shipping and handling charges etc.)
* Product catalogs with images
* Accounts receivable summary adding customer name, phone, email address
* Invoices list based on paid date by customer showing average invoice to payment time
* Invoice with embedded statement
* Balance sheet report modified with the design editor
* Collections report modified any way you prefer
* Invoice line items sold by area, grouped and subtotaled by area
* Mail merge letter sent to customers who have no invoices for 30, 60, 90 days etc. with “welcome back” coupon
* Profit by vendor Item report grouped by vendor and profit
* Sales and profit by rep name report organized by sales rep name
Unlock critical information buried in QuickBooks to make better business decisions for profitability and growth through better reporting…with QReportBuilder!