QuickBooks Enterprise Advanced Reporting All you Need to Know

Enterprise Advanced Reporting Option in QuickBooks

Reporting all tasks done in the day, week, month, and year is one of the most imperative tasks that most employees have to comply with. When these reports affect and showcase the business’ standing in the market, its importance increases tenfold. Thus, having the right report with detailed or concise information as requested by the superior is of high importance. Keeping this in mind QuickBooks Enterprise’s advanced reporting tool has just solved all the issues by integrating the Advanced Reporting tool. In case you have any issues with the software you can get in touch with professional experts by calling the QuickBooks Enterprise technical support number.

Tips for Custom Report Building in QuickBooks

To aid users in preparing reports, we have listed a few tips that will easily allow them to create new group reports without any fuss.

1. Developing, Customizing, and Printing a group of reports: To facilitate a properly streamlined and systematic manner of reporting, employees need to provide numerous reports in a group to make the whole process effective. However, the issue comes when the reports are generated and printed one at a time. To develop a group of reports in one go and print them, follow the instructions noted below carefully:

• Open QuickBooks Software
• Select the Reports tab and then click on Process Multiple Reports.
• Now, in the new window, click on the group of reports you wish to print.
• Click on the Print tab followed by selecting the print option.

[Note: The following tips will help to process this step more systematically.]

2. Structuring Diverse Report Groups: Under choosing the option “Process Multiple Reports” mentioned in the point above, the user will have to first set up different types of group reports which can be specifically named after weekdays like ‘Friday Reports’ or ‘Month-end Reports’. Another way of naming is by function or the employee’s name like ‘Robert’s Reports’ or ‘Accounting Reports’. Follow the instructions listed below to create new report groups:

• Open QuickBooks software
• Go to the Reports section and then click on Memorized Reports
• Now select the option Memorized Report List, which will open a pop menu with having option named New Group. Click on it.
• In the field against Name type in the name of your choice and then further click on OK.
• After the creation of the group, add all the reports you wish to save in this group and customize the report as per your need (as in add or delete columns and rows).
• Then, save changes by clicking on the Memorize tab located at the top of the window, save the report by the name of your choice in the name field, and then select the new group from the drop-down list of Memorize Report Group
• Click on OK.

3. For Multiple Copies in Memorize Reports: At times, one report needs to be distributed to more than one person, and thus, multiple copies of the same need to be saved under one memorized report group. To do so all one needs to do is customize the name of the report as per the requirement of the user. Suppose one Accounts report needs to be sent to the CEO, CFO, and Finance Manager; then the user can rename the report as ‘Accounting Report for CEO’, ‘Accounting Report for CFO’, and ‘Accounting Report for Finance Manager’. This way, the report gets saved three times, and at the same time report also mentions who the recipient of the report is. To do so systematically, follow the instructions below:

• Go to QuickBooks Software and open the report to make any changes needed, like adding or removing columns or changing dates.
• Now press Ctrl with the M button on the keyboard, which will automatically open the dialog box for Memorize Report.
• Tick mark the check box against the Save in Memorized Report Group option.
• Click on the group of your choice and then on the OK tab.

4. Sort through the Group Report: Lastly, in the process of creating a new report group is to collate through reports that need to be added to the group, for which steps are listed below:

• Open QuickBooks and then go to the Reports section.
• Click on Memorized Reports followed by Memorized Report List and then, using the drag and drop option, rearrange the reports in order of the recipient name mentioned in the name of the file. This helps to print and send reports smoothly and systematically without leading to any complexities.

5. Send Grouped Reports Electronically: In this age of digitalization, most organizations prefer to send groups of reports electronically rather than manually for The following steps can be beneficial:

• Open QuickBooks Software
• Select the Reports tab and then click on Process Multiple Reports.
• Now, in the new window, click on the group of reports you wish to print.
• Click on the Print tab followed by selecting either the Microsoft XPS or Adobe PDF option available in the dialog box shown on the screen.
• Now click on the destination of your choice, followed by typing in the name of all the files as and when you are prompted, and then select OK.

This will easily create either an XPS version or a PDF of the reports the user wishes to send electronically to the location of their choice.

6. Keep Your Reports Protected with Passwords: The software allows users to directly mail reports from the report screen, however, they are not encrypted. Thus, it is highly dissuaded as the security risk of information getting hacked is quite likely until and unless the email portal employed by the user is outfitted with an encryption tool email. To safeguard the information and data provided within the reports, encryption software should be used that can password-lock the reports.

Help To Create Reports QuickBooks Desktop Enterprise

These tips will easily help you to create reports and report groups with which you can send multiple reports in one go at the discretion of the user without much hassle. In case you are unable to get connected with Certified QuickBooks ProAdvisors through the QuickBooks Enterprise Support Phone number, you can connect with us through email ID or live chat option on our website www.accountspro.co.

Frequently Asked Questions