UPDATED 04/12/2018
This is a webinar we did for CPAacademy.org about “How to create custom reports in QuickBooks Desktop” for experienced users:
Download the SLIDES/HANDOUT
These are the links we referred to on the video:
- Archived Article on Custom Reports from Intuit
- Intuit Article on Source vs. Target
- Intuit Article on Customizing Reports in QuickBooks Desktop
- Hector’s Custom Reporting Field/Filter Matrix “Cheat Sheet”
Other links, not referenced on the video:
- Intuit’s Complete List of QuickBooks Enterprise Reports White-paper (2016)
- Hector’s List of Reports in all versions of QuickBooks: Pro, Premier, and/or Enterprise & QuickBooks Online Plus, Essentials, and Simple Start (2018)
Other Custom Reporting Videos by Hector:
- Customer Type and Job Status on Reports
- QB Power Hour: QuickBooks Advanced Reporting & Custom Reports in QuickBooks Enterprise-only
- QB Power Hour: Building Custom Reports in QuickBooks
- Inventory Aging Report with QuickBooks Enterprise (and Excel Pivot Tables)
- QuickBooks Enterprise Custom Reports Tips and Tricks (ENTERPRISE.expert November 2016)
Combining/Consolidating Reports in QuickBooks:
- QB Power Hour: Consolidating & Combining Reports in QuickBooks + Qvinci
- Combined reports (Profit and Loss / Balance Sheet) from multiple QuickBooks companies
my email: hector@garciacpa.com
