Quickbooks

QuickBooks Advanced Reporting

Below is an excerpt from an article by Bonnie Nagayama on The Sleeter Report. To see the article in it’s entirety, click here.

With QuickBooks Advanced Reporting (QBAR), there is an impressive list of things you’ll have a hard time remember you lived without. Here are a few notes before we get started:

  • Charlie Russell wrote about QBAR back in September 2014 (see it here).
  • Any SQL and/or advanced Excel skills will make QBAR much easier.
  • If you don’t have the above skills, you can still learn how to get the hang out QBAR.
  • Intuit has a learning center where you can get support on how QBAR works, here.
  • QBAR is built with QlikView, so there are further resources you can find via a simple internet search.
  • QBAR uses its own database, which means that it won’t have any effect on your company file’s performance.

 

Some of the things you can do include:

  • Build dashboards that have reports, graphs and charts
  • Add multiple levels of subtotals and groupings
  • Add calculated columns
  • Access to system data not available within QuickBooks itself

To kick things off, you should know in order to utilize QBAR, you must have access to the entire QB file (i.e. it isn’t possible to use QBAR if you only have access to sales data). The next step is launching QBAR, which you do via the reports tab within QBES (if you haven’t already had this feature installed, you will need to do so).

Leave a Reply

Your email address will not be published. Required fields are marked *