Bikur Cholim בקור חולים

Monday, February 22, 2016

Create Reports - Part I

====== Many More Reporting Features ======
* Full featured visual QuickBooks reporting - no more manual custom report creation
* Merge QuickBooks data with data from Excel spreadsheets
* Complete display control with drag-and-drop ease
* Pre-built report formats and data structures - ready to run
* Report Genie creates the report format with one click
* Use filters and columns not available in QuickBooks
* Create reports, custom invoices, mail merge letters, address labels.
* E-mail reports as secure PDF, Microsoft Word, Text or Web HTML formats
* Merge data from multiple companies or reports into one report with ease

====== Other reporting options: ======
Reports that are Easy to Create (from www.QBReporting.com)
* Custom Commissions calculations
* Custom Reports for Tax analysis
* Product Catalogs with Images
* Accounts Receivable Summary adding customer name and address.
* Invoices list based on paid date.
* Invoice with Embedded Statement
* Balance Sheet report modified with the design editor.
* List of bills per vendor, one per page, send to vendors as authorization for credit card payment
* Collections Report modified any way you prefer
* Customers who have had no invoices raised for them for a period of 30, 60 or 90 days (Useful for marketing and sales departments).
* Merge extra data fields (not in QB) from Excel spreadsheet with QB customer data to produce a custom report
* Invoice line items sold by city grouped and subtotaled by city
* Mail merge letter sent to customers who have no invoices with “welcome back” coupon.
* Profit by Vendor: Item report grouped by vendor
* Reverse Customer Sales Report with address information not found in QuickBooks report.
* Sales and Profit by Rep Name report organized by Sales Rep Name
* Sales Report Standard Reformatted to your needs.

* Bill Items by Class

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