Tag: Reporting
The Report is Dead
Not only is the traditional report, as we know it, dead, but so are a lot of other tools that many people of my generation have known and used to become informed or use to run their business and life. Not only has technology changed, but the attitude and inclinations of the current generation is [...]
Wrapping Up – Lots of Little Tidbits in QuickBooks 2013
Here’s a mish-mash list of little things that I’ve noticed about QuickBooks 2013, to wrap up my long series of “what’s new” articles. I’m sure that I’ve missed some things! PLEASE NOTE that much of this is based on information from an early release candidate of QuickBooks 2013 – it is possible that some features [...]
QuickBooks 2013 Inventory Improvements
These are a number of inventory-related changes in QuickBooks 2013 that I like. Let’s take a look at what I’ve found. PLEASE NOTE that much of this is based on information from an early release candidate of QuickBooks 2013 – it is possible that some features may vary from what is described here. Also, this [...]
Truly Refreshable Excel Reports for QuickBooks
The Custom Reporting ODBC Connection that came out with QuickBooks Enterprise Solutions 2011 is a wonderful feature that allows faster access to more information than ever before. However, if you’ve ever tried using it with Excel, you may have been frustrated to learn that it doesn’t always work as expected.
The Dashboard Primer
The 2011 Sleeter Group Accounting Solutions Conference was an incredible showcase of what is to come in our profession. How to use the IPad, cloud accounting implementations with new perspectives on customer interaction, better tools for practitioner – were mixed in with the traditional staples of inventory management and Excel usage. But one theme stood [...]
The Sleeter Group Awesome Add-Ons for 2012
Every year since 2006 The Sleeter Group has announced a list of Awesome Add-Ons, a list of high quality software, service and hardware products that add specific functions to accounting software applications. Here’s the list of products that were selected by The Sleeter Group’s pane of technical and marketing experts for 2012, as announced at [...]
QuickBooks Statement Writer Update
If you use QuickBooks Statement Writer in QuickBooks 2012 (it used to be Intuit Statement Writer before) you may have noticed that there is an update available. I’m not sure when this came about, but it has just been the past few days. I haven’t seen any notifications from Intuit about this update, so I [...]
Business Analytics–Relevant Tools for Accounting Professionals and their Clients
The proliferation of information and data available today makes one’s head spin. In order to keep ahead, business owners are demanding business analytics and reports that go beyond the traditional monthly “Budget vs. Actual” financial statement view. They want to quickly grasp the ‘call to action’ on any report. They want focused and timely answers. [...]
QuickBooks 2012 R3 Released
Intuit has released the QuickBooks 2012 R3 update for the U.S. versions of QuickBooks. Here is an overview of what the update contains. There is an extensive list of changes, which is not unusual with the R3 release of any version of QuickBooks. Some are bug fixes, some are enhancements, and there is at least [...]
QuickBooks 2012: Wrapping up The Rest
Finishing up on my series of articles on QuickBooks 2012, here is a last round of different things that have been added or improved in Quickbooks 2012. This is a mishmash of various features, including: One Click Transactions Contributed Reports Batch Timesheets Help and Search Improvements Enterprise Multiuser Find & Select Transaction tab Memorized transactions [...]
QuickBooks 2012 Excel Integration Improvements
QuickBooks has your data, you want to get it into reports that are formatted the way that YOU want. You can customize or modify QuickBooks reports, but the options are limited. How do you get things to look right? Many QuickBooks users will export to Microsoft Excel and then reformat the reports. If you are [...]
QuickBooks Reporting is Simple with QQube
Getting useful reports from QuickBooks, in the format that you want, can be a real chore. Your options are to use the built-in QuickBooks reports, struggle with a complicated data access tool, or use a complicated add-on product that has limitations. This is all going to change because a product that I’m really excited about, [...]
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