Choose from Over 120 Built-in Reports

Enterprise Solutions' standard built-in reports, such as Forecast Overview, Forecast vs. Actual, Profit & Loss Budget Performance, and A/P Aging Detail, give you greater insight into your business's performance. 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.

 Try It: Modify and Memorize a Report (Viewing Time: 2:35 mins)

Additional industry-specific reports are built into the Enterprise Solutions industry editions. These reports, such as Job Costs Detail, Profitability by Product, and Billed / Unbilled Hours by Person & Project, provide information needed by businesses in specific industries.

 View complete list of built-in reports (440k PDF Document)

Access Your Data with OBDC-compliant Applications

For more advanced reporting needs, you can retrieve your QuickBooks data with ODBC-compliant applications such as Microsoft® Access or Excel to see data just the way you want.¹³ Link to various business applications and build custom reports, queries or forms.

You can also use the powerful SQL language to run SQL access and have full control over your data. Upgrade your ODBC driver to allow read/write access, enabling you to write data into Enterprise Solutions from other programs.¹⁷

• Watch webinar on Custom Reports Using ODBC

Custom Reporting Services

As a benefit of the Full Service Plan, you can get help from your Dedicated Support Team modifying the built-in reports and forms templates in Enterprise Solutions to create new formats that display information tailored to your needs. Your Dedicated Support Team can walk you through the steps over the phone, or create the modified report or form for you and send it to you via email with instructions on how to import it into Enterprise Solutions.

A support engineer can also advise you on how to use the data access feature in Enterprise Solutions, which utilizes the ODBC standard to extract the data you need from QuickBooks so you can build custom reports in ODBC-compliant applications such as Microsoft Excel or Access. ¹⁶

Quickly Assess your Business Performance with Business Intelligence

 

Using Intuit Business Connect, an online portfolio of business management applications, get the tools to quickly assess your business performance with Intuit’s new web-based Business Intelligence application, powered by Business Objects. You can view trends and accurately analyze sales, expenses and profitability data to monitor business progress and gain insight into future performance. Plus, save time and make faster decisions with reports accessible any time, any place.⁸

 

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 and Loss, Cash Flow, or Trial Balance. Select the data files to draw from, and Enterprise Solutions creates a Microsoft Excel spreadsheet with a column for each location, and a column that totals them all.²⁵

Export Data to Microsoft Excel or Any Spreadsheet Software

Export your QuickBooks data to a new or existing Excel spreadsheet.²⁵ 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.