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Reporting & Finances
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Improved!
Powerful Tools
for Accountants —
Now Available for YouWe've unlocked several key tools previously reserved for accountants, to give you even more control over your books.
- Write off an outstanding invoice as bad debt.
- Speed up troubleshooting by using prior account balances to locate account discrepancies.
- Manage your lists more actively with our review list changes function. See what's been added, changed, and deleted in the Chart of Accounts, Items, Fixed Assets, and Payroll Items lists.
- More easily segment your books by time and year with period copy reporting capabilities. Need to provide data from 2012 to 2014? Just specify these dates and make a focused copy of your data file using only the info you need and none that you don't.
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Assembly Shortage Report
Know what you need, when you need it with our updated Individual Assembly Shortage report. We've enhanced it to include more helpful information, like quantity on Sales Order, quantity for Assemblies, quantity Available, quantity on Purchase Order, and Next Delivery Date.
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Income Tracker
Get an end to end view of all income related transactions all in one place with the new Income Tracker. Get real time data; no reports to run or data to gather. Take immediate action on transactions to get paid. Batch print or email transactions directly from the Income Tracker list and filter by transaction or customer.
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Bank Feeds1
Input expense transactions quickly and easily, seeing transactions from multiple banks and accounts in one place. QuickBooks learns your common categorization so you don't have to rekey them next time.
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Excel Integration Refresh
Save formatting and save time. Now when you export your QuickBooks reports to Excel, simply refresh your previously saved worksheet and your formats will be applied to the new report. QuickBooks remembers your Excel formats so you can work seamlessly.2
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Industry Report Templates
Access industry specific report templates created by other QuickBooks users. Quickly find the report you need, with results displayed by your industry, user rating and report popularity. Click to populate the report with your business data.
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See Business Data
at a GlanceThe Company Snapshot helps you stay on top of your business from a single screen, with data presented just the way you want it. Choose at-a-glance reports that are most crucial for managing your business. Report options include yearly expense and income comparison, detailed expense and income breakdown, and a top customer list.
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Run Key Financial
Reports InstantlyUse any of QuickBooks Enterprise' 138+ standard reports, such as Profit and Loss, Forecast vs. Actual Budget, Statement of Cash Flows, A/R Aging Detail and Customer Average Days to Pay, to get real-time visibility into your business performance. You can easily customize these standard reports to your needs and memorize your changes for future use. You can also export your data to Microsoft Excel to conduct your own specific analyses.
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Combine Reports from Multiple Company Files
If your company operates from multiple locations, save time and avoid errors by consolidating financial reports in one easy step. No manual calculations or mistakes. Just choose a report: Balance Sheet, Profit & Loss, Profit & Loss by Class, Statement of Cash Flows, Trial Balance, or Sales by Customer Summary. Select the data files to draw from, and QuickBooks Enterprise creates a Microsoft Excel spreadsheet with a column for each location, and a column that totals them all.3
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Create Financial Statements
Easily create professional financial statements with the Intuit Statement Writer, a $150 value included at no additional cost. Intuit Statement Writer links your QuickBooks Enterprise files with Microsoft®Excel so you can build and update professional statements. Create Microsoft Word-based reports and documents,4 create up to 16 statements within a single Microsoft Excel workbook, and send consolidated reports in PDF format.5 Plus, documents and statements can be saved as a custom report template for easy reuse.
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Export Data
to Microsoft ExcelExport your QuickBooks data to a new or existing Excel spreadsheet.6 No retyping! Excel automatically applies existing formulas to the new data. Use the export feature to quickly make global changes, such as updating telephone area codes, then import the data back into QuickBooks. Efficiently add groups of new vendors or customers to QuickBooks by importing them in one easy step.
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Create Custom Reports
For more advanced reporting7 needs, you can create custom reports with ODBC-compliant applications by connecting directly to the QuickBooks database for maximum flexibility in report design.8
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Stay on Top
of Your ReceivablesThe Collections Center helps you quickly identify overdue and almost due invoices and email collection notices in a few steps.
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Track Expenses and
Pay Bills AutomaticallyRecord bills as they arrive - QuickBooks alerts you when they're due. No more worrying about late fees and finance charges. When it's time to pay your invoices, simply click a button to turn each bill entry into a check. QuickBooks Enterprise lets you print checks one-at-a-time or in batches.
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Download Your Bank and Credit Card Transactions into QuickBooks
Download transactions from more than 500 financial institutions right into QuickBooks Enterprise. No errors. No typing. Now you can enter downloaded transactions in as little as one click. Associate downloaded payees to existing names in your QuickBooks Enterprise lists, and QuickBooks Enterprise standardizes the downloaded entries, helping to ensure "clean" lists and accurate reports.
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Track Fixed Assets
Track fixed assets such as computers and other office equipment with our Fixed Asset Manager. Track each purchase from acquisition to disposition, and automatically calculate depreciation for up to six asset bases, including federal, state, book, and AMT (Alternative Minimum Tax).
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Instantly Prepare
for Tax TimeQuickBooks Enterprise tracks your income, expenses, sales tax and payroll while you record transactions so you're ready for taxes anytime. Let your accountant work directly in a copy of your QuickBooks Enterprise file, or generate any needed reports and e-mail them as PDF files.
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Track Tax Deductible Expenses Automatically
Get every deduction you're entitled to without spending your time sorting receipts or adding up totals. QuickBooks Enterprise tracks your income and expenses and organizes them by tax category automatically as you record sales, write checks and pay employees. QuickBooks Enterprise tax alerts can remind you of quarterly and monthly tax deadlines, so you never have to worry about late-payment penalties. You can report your taxable income and expenses any time, at a moment's notice.