QuickBooks Custom Reports and Analytics

Our team is well acquainted with QuickBooks software. Clients often ask about QuickBooks custom reports and whether MISSION can customize reports and/or guide their own internal team on how to create custom reports in QuickBooks.

Create Custom Reports in QuickBooks

QuickBooks allows users to create reports. Inserting fields allows one to customize the reports for better business clarity and efficiency. A majority of custom reports we generate for clients are created by using QuickBooks. This is what we consider our tier 1 customized reporting. However, we have several “Excel experts” on staff who can export data from QuickBooks to Excel to create custom reports.

“You can do all bunch of things using the customization features that are in QuickBooks. We’re getting good results in helping clients understand value vs. expenditure of time and so on. Then, frustration can set in related to customization. For a number of technical reasons, customers find they may not be able to include all of the data or fields they want. This is where our “level 2 process” and added expertise in exporting QuickBooks data to Excel.” ~Bernard Roesch

Export QuickBooks Custom Reports to Excel

QuickBooks has plenty of useful reports, but sometimes you need to analyze data in your system on a more advanced level.

For example, you may want to:

Show the amount of profit for each invoice, making sales rep commission calculations easier
Show the amount billed, amount paid, and remaining amount due by customer

With Excel, we merge sets of data from multiple spreadsheets into one report. Excel is the “secret sauce” of our tier 2 reporting. Depending on your own staff’s abilities and experience with Excel, we can train them how to do those reports. or we may design an Excel template or tools so you can have it handy.

Third-Party Apps and Tools for Custom Reporting

Tier 3 reporting gets more exciting as it relates to using third party tools to produce custom reports. And that typically requires selecting a third party tool that synchronizes with QuickBooks. This is a more demanding type of need, for it requires added investment in purchasing a third-party tool and integration. However, clients get the high-end reports that inform them in making better business decisions.

We often use QQube as well as other client-chosen third-party accounting tools. Some of them are desktop applications, while others may be cloud applications. When synchronized with QuickBooks, they provide a dashboard, which can be incredibly useful to those with multiple locations.

For example, if you own 10 stores and want detailed reporting on each location, third-party tools allow for such granular detail and customization. So, we can handle much bigger projects for our clients.