Kamis, 02 Juli 2009

Modifying Reports, using the Advanced tab


Well, once again, dreary day in Rhode Island. How does Florida Bookkeeping, LLC sound? Right about now, I am ready to leave the lovely state of Rhode Island because it appears there will not be a summer here.


Today's QuickBook Tip:

Using the Advanced button in Modifying Reports

One of the features I love about QuickBooks is the functionality of being able to modify your reports. In the old days of One Write Plus (remember that) and Peachtree, you had to live with the default reporting that they gave you. With QuickBooks the sky is the limit, for the most part.

The tip for today is in reference to getting rid of all of the zero balance accounts when printing out your reports. Don't be afraid to play around with reporting. Bring up a year-to-date trial balance. Go to modify reports on the top left side of your screen, then click the advanced button. Next change the selection from active to "non zero". Now all of those accounts with zero balances are gone from the report. This is an especially nice feature when you give your client's monthly reports as it cleans them up for them.

So, don't be afraid to try all of the modifications in the reports section of QuickBooks. And if you find you have put a report the way you like it, don't forget to memorize it.

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