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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