Custom Reporting for QuickBooks®

Here at the Resource Center we do a large amount of our reporting using Crystal Report Writer combined with the tools included in QuickBooks® Enterprise. While we do our development in Crystal, you don’t have to purchase Crystal to run our reports. We have our own Crystal viewer that we bundle your reports into for easy running. Our viewer allows you to save your reports as PDF’s or as Excel spreadsheets. And best of all, it’s FREE!

While a majority of our reporting work is focused around the QuickBooks® Enterprise product we can also create custom reports for those running QuickBooks® Pro and Premier.  There are additional costs for Pro and Premier users because they must purchase tools that will grant access to the data.

Some of the tools we work with are the FLEXquarters QODBC Driver, QuickBooks® Custom Reporting (CAR) (Enterprise only), and QQube.

Some of our reports

Below is a list of some of the reports we have created.  We will add to this list over time as we create new reports that we feel others will benefit from or if it demonstrates some of the unique things we are able to accomplish. Click on the report name to view the blog post for more details about the report. Please contact us if you are interested in any of the reports below or if you have a custom report need of your own.

Inventory Reports

  • Assembly Item Detail Report
  • Shipping Summary Report
  • Bill of Lading Report
  • Inventory Analysis Report
  • Inventory Availability Report
  • Obsolete Item Report
  • QBAR Inventory Report
  • Production Planning Report
  • Inventory ReOrder Report
  • Item Use Report
  • Product Availability Report
  • Group Item Availability Report
  • 52 Week Raw Build Report

Sales Reports

  • New Client Report
  • Customer List Report
  • Customer Total Sales Report
  • Customer Sale & Contact
  • Customer List with Sales Info
  • Customer Price List Report
  • Item Sales Report
  • Customer Transaction
    Activity Report
  • Open Sales Order Report
  • Parent Level Price List Report
  • Open Orders by Customer Rpt
  • Closed Cases Report
  • Job Status Report
  • Chargeback Report
  • Pack Sheet
  • Manufacturer Commissions
  • Delivery Ticket
  • Backlog By Due Date Report
  • Sales Order Reports
  • Product Invoiced Report
  • Sales History by Vendor Report
  • Item Sales Report
  • Last Purchase Date Range
    Selection on Sales Report
  • Cash Receipts by Customer Report
  • Commission Report
  • Sales and Receipt History Reports
  • Invoice Reports

Purchasing Reports

  • Purchase Order by Project Report


Financial Reports

  • Collections Report
  • Profit & Loss Report
  • Customer Credit Report
  • Check to Invoice Report
  • Check Bank Account Report
  • Aging Report by Class
  • Out for Bid Report
  • Income Statements
    QQube Crystal Reports
  • Positive Pay Report
  • Cash Register Receipt Report
  • Budget vs. Actual Reports
  • Initial Fees Collected
    By Sales Rep Report
  • Payments by Aging Report
  • Statement of Activities Report
  • Cash Balance Report
  • Mgt WIP Report
  • Banking Import Report
  • Job Cost Report
  • AR Aging Report
  • AP Aging Report
  • 401K Report
  • Ship To Sales Tax Report
  • Billing Realization Report
  • Initial Fees Collected Report
  • Summary of Contracts/
    Job Profitability Report
  • Time Sheet Report
  • Custom Invoice/Statement
  • Unbilled Time by Rep Report
  • Employee Contributions Report
  • Received Payments Report
  • Open Invoice Query with
    Terms and Due Date Report
  • Bonus Report
  • Credit Card Charges
    By Class Report
  • Payroll Time Tracking Report