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    QuickBooks Online Management Reports: A Feature You Should Use

    In this article, learn about QuickBooks Online Management Reports and how you can solve your reporting problems in QBO by using them.

    January 20, 2021in Tech Tips0by Tommy Stephens

    QuickBooks Online Management Reports: A Feature You Should Use

    QuickBooks Online Management Reports: A Feature You Should Use QuickBooks Online Management Reports: A Feature You Should Use

    Serving over 4 million customers worldwide, QuickBooks Online is one of the leading accounting solutions used by small  businesses today. However, most of these companies rely on the “core” functionality and rarely take a close look at the advanced features. For example, one such tool is Management Reports. Read on, and in this article, you will learn how you can take advantage of this tool and why you should do so.

    What Are Management Reports?

    Upon hearing the term “Management Reports,” many immediately conclude these are reports that are operational in nature, such as sales reports, accounts receivable and accounts payable aging reports, and profitability margin by item reports. QuickBooks Online Management Reports could potentially include statements such as those mentioned. However, they are far more reaching in scope.

    To clarify, Management Reports are “books” of user-defined, presentation-quality, customized reports. For example, these reports can contain cover pages, tables of contents, financial statements, operational information, compilation reports, and even management discussion and analysis commentaries. You can use any of the three pre-built Management Reports available in QuickBooks Online, or you can customize them to meet your needs and save them for future use. Further, you can distribute your management reports directly from within QuickBooks Online, save them as PDFs, or export them as Word documents for further editing.

    Accessing QuickBooks Online Management Reports

    To use the Management Reports feature in QuickBooks Online, click Reports in the left menu, followed by the Management Reports tab. There you will see three pre-defined sets of Management Reports you can use as-is or customize them. Next, clicking View on the Company Overview report allows you to examine this report’s content, as pictured in Figure 1.

    Figure 1 - Sample Management Report in QuickBooks Online

    If the report is suitable, can click Send, Export as PDF, or Export as DOCX in the Action column’s drop-down list. Then you can send it via email, export it to a PDF file or DOCX file, or share it using other means.

    Customizing Your Management Report In QuickBooks Online

    If you need to customize your Management Report, click Edit in the Action column’s drop-down list. Subsequently, the dialog box pictured in Figure 2 opens. Here you can perform the following customizations.

    Change the Template’s name,

    Edit the Cover Page’s style,

    Add a logo,

    Change the Title and Subtitle,

    Edit the Report Period,

    Add Prepared by and Prepared date fields,

    Add or edit Preliminary pages,

    Add other Reporting objects, and

    Add or edit End notes.

    Figure 2 - Customizing a Management Report

    Upon completing your edits, click Save and Close in the lower right corner. Subsequently you can distribute the report using any of the techniques described previously. Of course, having saved the report, you can use it again in future periods, and all your customizations will appear automatically, saving you the time you would otherwise spend customizing that period’s reports.

    Summary

    In conclusion, many QuickBooks Online users fall victim to the notion that they cannot customize their reports when they can. Importantly, the Management Reports feature provides you with a robust set of tools to create a comprehensive report book. Further, you can customize Management Reports to meet your company’s financial and operational reporting needs or those of a client. Therefore, if you use QuickBooks Online, be sure to check out this excellent feature today.

    Check Out These QuickBooks-Related Seminar From K2 Enterprises

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    K2’s QuickBooks Online – What CPAs Need to Know

    K2’s QuickBooks Online – Tips and Tricks

    Check Out This Video Showing How You Can Use The Management Reporter

    Source : www.k2e.com

    Management Reports Overview

    Discover how QuickBooks Online Management Reports feature allows you to customise a professional looking reporting package to send to clients.

    PRODUCT UPDATE

    Management Reports Overview

    By Lauretta Finis 30 March 2016 2 min read

    Management Reports allows you to create a set of beautiful reports in a .PDF format package to send to your client which includes a cover page, executive summary, reports and notes.

    Have you ever wanted to impress your clients with a professional look and layout in your reporting?

    Wanted something more than just the old style report page by page?

    How have you added notes on financials to your clients?

    QuickBooks Online Management Reports feature allows you to customise a professional looking reporting package complete with cover page, table of contents, preliminary pages, reports and end notes.

    The Management Reports feature will save you precious time on running business reports – you won’t have to export out individual reports to software for assembly and finalisation.

    You can create a management pack of reports customised with your practice or clients styling, with up to 15 reports in the one package.

    As part of the Management Reports feature you can save the customised template to use time and time again. Customisation options include:

    Adding your logo

    Specifying headers and footers

    Custom sections within the document such as an executive summary

    Management Reports Explained

    Select Reports Management Reports

    Choose your report period

    Preview the chosen template

    Edit, send, export copy or delete a template

    Customising the Management Report Template

    You can customise Management Reports to include:

    Cover page

    Executive summary and financial notes

    A variety of reports

    Header and footer

    Click Edit (5) from the Management Reports window.

    From the left hand side navigation bar you can edit each section of the Management Report.

    Cover page

    This is where you can change the cover style and lgo, specify a cover title, subtitle and other fields

    Include a table of contents and change the page title

    4. Chose to include preliminary pages. Enter a unique title, such as executive summary, add notes and insert fields at places where you want predefined company content to appear

    5. Add or delete reports, change the title of a report (this will affect the table of contents), change the reporting period and add previous period/year comparison columns if applicable

    6. Choose to include end notes. You can include breakdown of sub-accounts, change the title ( this affects table of contents ), type out the content or you can paste from another location such as Microsoft Word

    Once the report package has been cutomised and saved as a new report, such as Sales Performance 123 (see above), you can choose to send via email (see below) , export as PDF or as a DOCX, copy the package, or delete (note only templates that have been created can only be deleted, not system pre-made ones).

    Just remember to change the report period for your next mangement report in your saved template – that’s all that is required.

    If you’re new to Management Reports, try editing the pre-made templates within QuickBooks Online and edit with your requirements.

    Management Reports will save you time, no longer needing to assemble a full pack of customised reports and content outside of QuickBooks Online. This feature allows you to pull the package together with all the data you need to make the management report accurate, eye catching and impressive to your clients.

    Source : quickbooks.intuit.com

    Quickbooks Online Advanced

    Start studying Quickbooks Online Advanced - Advanced Reporting. Learn vocabulary, terms, and more with flashcards, games, and other study tools.

    Quickbooks Online Advanced - Advanced Reporting

    5.0 1 Review

    Quickbooks Online Reports

    Click card to see definition 👆

    Summary Reports

    Transaction Detail Reports

    List Reports Aging Reports Special Reports

    Click again to see term 👆

    What is a great Benefit of QBO Reports

    Click card to see definition 👆

    You can run both cash and accrual reports

    Click again to see term 👆

    1/42 Created by lisa_braithwaite7

    Terms in this set (42)

    Quickbooks Online Reports

    Summary Reports

    Transaction Detail Reports

    List Reports Aging Reports Special Reports

    What is a great Benefit of QBO Reports

    You can run both cash and accrual reports

    How does QBO create cash basis reports

    It omits A/R and A/P Transactions

    Cash Basis Balance Sheet

    A/R & A/P should always be Zero

    Open Bills and Invoices will not be reflected in Target Acct Balance

    Cash Basis Profit & Loss

    Only Income Received and Expenses paid appear

    does not include unpaid bills or invoices

    Uses Paid Status to determine whether the transaction should be included in the cash basis report

    Credit Cards and Cash Basis

    Quickbooks treats credit card activity as if they were paid by cash

    It does not reverse the entries like the A/P account. The Balance sheet will show a balance in the liability account. Expenses paid are included in cash basis P & L

    Unapplied cash payment income

    When a customer payment is recorded but not applied to an invoice

    Unapplied Cash Bill payment Expense

    if an expense or check transaction is entered and posted to A/P with no bill associated with it This account can't be adjusted

    IF a payment is made to a bill before the date of the bill it is applied to the payment will be shown as

    Unapplied Cash Bill Payment Expense

    IF a payment is made to an Invoice before the invoice is dated it is applied to

    Unapplied Cash Payment Income

    3 Main Expense and Purchase Reports

    Purchases by Vendor Detail

    Expenses by Vendor Summary

    Transaction List by Vendor

    Comparing these reports will not necessarily give the same totals

    What are the customization Options?

    General Aging Rows/Columns Filter Header/footer

    Customization using the report Header Options

    you can change the reporting period and accounting method

    Gear Icon on reports

    add or remove columns

    change the order in which columns are displayed

    toggle between regular and compact

    Report Filters

    Displayed at the Top of the Report

    To remove a filter select X

    Options for Aging Methods

    Current Aging Method

    Report Date Aging Method

    Current Aging Method

    not currently due

    Report Date Aging Method

    IF the invoice was due on that date it doesn't matter if it was paid after that date it will show

    What is the 1st set of options in the filter list

    All Not specified

    or transactions by name specified

    Which Filters do not have drop down fields?

    Amount Ship Via Memo Custom Fields Num

    which fields do not have drop downs

    see photo

    Headers & footers allow you to

    Show Logo Change Company Name Change Report title

    add date and time report was prepared

    Show or hide the report basis

    Change Header or Footer Alignment

    what can you not do in header or footers?

    see photo

    How do you add scheduled Reports? (Only Customized Reports Can be Scheduled)

    Go to the Report Center

    Select Report

    Change the Report Period

    Add other Report Period as a Comparison if wanted

    Run Report

    Select Save Customization

    Name Customized Report

    Save

    How do you create schedule for Scheduled Reports

    Select Custom Reports Tab

    in the action column select edit

    Set the email recurrence

    Enter email information

    Select Excel if you do not want it sent as a pdf

    save

    Client Does their own bookkeeping - schedule

    ask my accountant

    Best Sellers and Profitabilty by Product Report

    Run Sales by Product/Service Summary Report

    Sort it by Total to show highest Sales Amount

    Open Sales Order Report

    1. Run Estimates by Customer Report

    2. Customize is it to only filter to only include accepted

    3. Change the Header to Read Open Sales Orders

    4. Save the Customized Report

    Breakdown of Contributions Report for Non Profit

    1. Reports Center

    Source : quizlet.com

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