Sample Reports

Expenses by Vendor Summary Report

This article addresses the benefits of reviewing a Vendor Expenses Summary report.   The Vendor Expenses Summary report in QuickBooks will give you information regarding how much money was spent on each vendor within a given time period. The report can be processed in both cash and accrual basis. Provided that you actually fill in

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Open Customer Invoices Report

This article addresses the benefits of reviewing an Open (customer) Invoices report in comparison to a typical Accounts Receivables report.   Most of the times small business owners are familiar with the term Accounts Receivables and thus will process the corresponding named report in a bookkeeping software to ascertain which customers still owe them money.

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Accounts Payables by Report Date in QuickBooks Online

This article addresses the benefits of and how to create an Accounts Payable by Report Date in QuickBooks Online.   This report is one that you will need to customize the parameters from a typical Accounts Payable Summary report by simply choosing the “Report Date” option in lieu of the “Current” date option. Most of

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Reports for Insurance Audits

This article addresses two popular financial reports that insurance auditors typically request from a business for general liability purposes (Also known as an Insurance Premium Audit).   Please Note: Your particular insurance auditor may request information such as:   Sales/Receipts Financials including the P&L OCIP Sales/Cost by Project Direct Labor Costs as a percentage of

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Sample Report from QuickBooks: Profit & Loss

Keeping abreast of the financial position of your company is a must for any small business owner.  One of the most crucial reports for you to review on a regular basis is the Profit & Loss Report.  In QuickBooks, you will find this report by clicking on Reports>Company and Financial>Profit & Loss (Standard or Detail).

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Sample Report from QuickBooks: Unpaid Bills Detail

The Unpaid Bills Detail report can be created by clicking on Reports>Vendors and Payables>Unpaid Bills Detail.  This report is an excellent means of viewing what your company owes to each of its vendors at any point in time.  There are a few noteworthy items in this report: The report defaults to show bills dated today

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Sample Report from QuickBooks: Open Invoices Report

Working with customers and receivables is an integral part of running your business.  This is where your income actually comes in to your company, providing a cash flow to continue operations.  While there are a few reports that will help you with assessing the expected income for a period of time, the Open Invoices Report

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Sample Report from QuickBooks: Expenses By Vendor Report

Creating an Expenses by Vendor Detail report on a regular basis can help you to see where your company is spending money. It is important to know where the money is being spent so that you can find ways to spend less of it (and increase your overall bottom line). Using a report for a

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