If the data is in QuickBooks Enterprise, you can report on it. That’s a valuable feature because it allows you to dig deep to analyze the health and direction of your business. You can build interactive, fully customizable reports from scratch, from any data set. You can even combine financial reports from multiple entities or businesses so you can see the full picture.
Peak Advisers now offers QBAR services
Peak Advisers now offers QuickBooks Advanced Reporting (QBAR) services for QuickBooks Enterprise accounting software customers. Oliver Gatchell is working with Peak Advisers to set customers up with their customized reports. See more about Oliver Gatchell.
Watch the short video below to get an overview of what QuickBooks Advanced Reporting can do for you and your business.
Customized reports capture data that really matters
Customized reports using QuickBooks Advanced Reporting provide deep insights to help you make the right decisions to guide your business.
Modify any of 200+ built-in reports by applying filters, adding, or removing data points, or adding custom fields to focus on critical metrics for your business. And save customized reports as templates so you can run them anytime.
Read on for answers to frequently asked questions about QBAR.
How can I customize a report?
With QuickBooks Advanced Reporting, you can customize all aspects of your reports. Here are some tips:
You can use the starter reports that resemble existing reports in QuickBooks.
The Library has common customization tools like table, chart, text & utility, etc.
In the Library, you can select any list box to add to your report. This helps filter the information you’ll use.
Right-click on any object you want to customize, then select Properties. This gives you the information you need in the right format.
Update your data every time you open QuickBooks
This ensures that your reports use your up-to-date QuickBooks company file. It can take a few seconds or a few hours depending on the size of your company file and the speed of your computer.
How to activate QuickBooks Advanced Reporting
QuickBooks Advanced Reporting is available for users with active QuickBooks Desktop Enterprise subscriptions. You can find information about how to activate QBAR here. Or save time and effort and Contact Peak Advisers at (303) 801-4772 or info@peakadvisers.com for help turning it on, setting it up, and getting it going.
How to find the right data to use for reports in QBAR
There's plenty of information you can use to make reports, so finding it can be a bit of a challenge. Here are some tips to make it easier:
On any report, right-click and select Properties. This adds new columns or data to a report.
Select the Dimensions tab if you want to group and subtotal your data to a report.
Select the Expressions tab to add a column to a report.
When you add a new expression or dimension, you'll see options for Tables and Fields. Tables help you narrow what you see if you know what type of field you want.
Match the correct information on the table or column you want to see in your report. If you want to see Transactions, then select the Transactions table.
Find out more about how to use the right data on our QBAR training guide.
What is QlikView®?
Intuit partnered with QlikView, a business intelligence tool, to build QuickBooks Advanced Reporting. Learn more about how QlikView works.
Training on QuickBooks Advanced Reporting available
Intuit created training videos that can help you start with QuickBooks Advanced Reporting and starter reports that can guide you through the process. For additional resources, here’s the user guide and data dictionary.
Peak Advisers can help you create custom reports
If you don’t have the time or the desire to learn how to build custom reports using QBAR yourself, let the experts at Peak Advisers make it happen for you.