Intuit QuickBooks Advanced Reporting
Powerful, Customizable Reports give you insights into your business.
With Advanced Reporting, you can build any report whenever you need it. Easy templates let you create reports specifically for your industry. Automatically fill in your company data and view reports without even having to export into Excel.
Schedule an appointment or call (231) 670-4156 for a free consultation / demo and price quote.
Information at Your Fingertips
Starter Reports
Adjust any starter report to fit your business once you import it into Advanced Reporting. After you download a starter report, open Advanced Reporting and click Report List. Then click Import and open the saved starter report.
Backorder Report
See all open sales orders and the items that are placed on backorder, so you can manage the sales and shipping process.
Paid Invoices by Sales Rep
See which invoices each sales rep received in full.
Industries: Manufacturing and Wholesale, Retail.
Sales by City, Job Type, and Customer Dashboard
See an interactive dashboard that allows you to explore how different cities dob types , and customers are performing together.
Industries: Contractor, Professional Services.
Sales by Item Forecasting
See an alternative to the template found in the Reports list. See what you sold in the last 30 and 31 - 60, your month over month growth, and your forecasted quantity for the next 30 days.
Industries: Manufacturing and Wholesale, Retail
Sales by Item Year Over Year
See an interactive dashboard that shows your sales profitability by customer. You can modify this template to show profitability by sales rep, geography, customer fields, and more.
Industries: Contractor, Manufacturing and Wholesale, Retail, Professional Services.
Industry-Specific Reports
No need to sort through hundreds of reports to find the right one. We've bundled together the reports that manufacturers, wholesalers, contractors, and retailers have found the most useful.
Help Portal
With our help portal, you've got a rich hub of helpful resources - like our tutorial videos that show you how to access and display more information in your reports. You'll also find other learning tools to help you address your needs fast and get back to running your business.
Auto-Filled Template Reports
Report templates auto-fill with your company data, making it so you don't have to manually enter it every time you need a new report. This saves time, makes reporting easier and reduces errors.