If you need help building your own custom report using QuickBooks Advanced Reporting (QBAR) in QuickBooks Enterprise, we may be able to help you.
This is the process we follow:
- We receive a detailed explanation you on what exactly are you trying to in terms of a custom report in QBAR (QuickBooks Advanced Reporting), so we can determine if it is doable. You may send a drawing of what you visualize or screenshots of QB Reports that give you “some” of the data you are looking for. This also gives me an idea of the data you manage in QuickBooks. If you can tell if the data you need to report is part of the TRANSACTIONS (like invoices, bills, checks, etc…) or LISTS (Customer Center, Vendor Center, Item List, etc..) or BOTH.
- In our first review session, we will create a muck-up of the data in excel and we will determine that the report CAN or CANNOT be done. Give us up to business days to build it and test it on our side. Would be best to use a copy of your QB file (with the Admin password removed) so we can test it properly
- We will send your the report template (.QVR) file via e-mail it to you so you can test it before we connect with you remotely. And then we will setup a remote call to see how this reports works with your data and make any necessary tweaks while we are connected. Call length 30 minutes average
- Make another tweak to the report if necessary. Login remotely to make sure reports is working accordingly. Call length 30 minutes average
- Intuit’s office Resources Page for QBAR: http://qbar.intuit.com
- Hector’s video with Intuit’s PM on QBAR on building reports (Examples: Sales by Item, Sales by City or Country, and Sales by Preferred Vendor) https://www.youtube.com/watch?v=Ra3s7rclXW8
- QB Power Hour recorded episode comparing QuickBooks Advanced Reporting with standard QuickBooks reports: https://www.youtube.com/watch?v=VIwgQnVnDq8
- Article by Linda Saltz: http://www.qbalance.com/QuickBooks-Enterprise-Advanced-Reporting.htm
- Article by Donovan Sachs: http://www.intuitiveaccountant.com/training-center/2015-quickbooks-feature-review–/#.VvGhOFMrLdc
- Hector’s article on Intuit Accountant Blog: https://blog.accountants.intuit.com/ways-to-be-more-productive/building-custom-reports-with-quickbooks-enterprise-advanced-reporting/
- Webinar recording by Marjorie Adams: http://www.fourlane.com/quickbooks-enterprise-reporting-features/