We have been searching for a long time for a cash detail report that will fit the needs of those who provide management services using QuickBooks. Now we have it.
The tool is very easy to use. Install the tool, open the QuickBooks data file, import the report, create the report, print or export the report.That is all there is to it.
QuickBooks data is retrieved into the
QData Viewer tool for report manipulation for version 2002-2004 for Pro and higher products. Several "standard" reports come with the tool. I have found this to be a useful tool that can have affordable custom reporting created to work with it. For example, a report to pull items from all warehouses sold and totaled by quantity, or only the items that were sold for zero dollars, the average cost added to the report to create an extended value for use tax calculations, just to name a few. If it is in QuickBooks and the code has been released by Intuit, it is quite possible this tool can provide an automated solution for creating reports with a couple of simple steps.
Since a picture is often worth a thousand words, we have a pdf of what the
cash detail report looks like.
If you have a report you are creating manually or would like to have, please fax (925-376-3454) it to us and we will let you know which of the many reporting add-ons we have been investigating may be the best fit.
Bonnie J. Nagayama, CPA (925-247-0100) has been featured by Intuit in their QuickBooks Advisor Spotlight and frequently teaches and consults on using QuickBooks to its maximum advantage. For a FREE weekly newsletter of QuickBooks tips and tricks, plus many free and low cost QuickBooks resources visit www.4luvofbiz.com.
