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06
June
2015

Hyper Custom QuickBooks Reports

We know QuickBooks

Our newest client has over thirty designers, project managers and accounting staff who will be using DesignSmart.  One of their critical management reports is a highly custom QuickBooks report. While you can create filters in QuickBooks to generate your own custom reports, QuickBooks is unable to create this specific report.  The reason is that this report requires pulling data from various areas in QuickBooks, manipulating the data, then outputing the data into the final report format.

Six years ago our client contracted with a firm to develop this report.  The report worked reasonably well, but took 15 - 30  minutes to run. And only one person in the firm could run it.

We are going to develop the same report and expect it will take less than two minutes to run. We should have the report completed by the end of this month and I will update this blog with the actual time. However we have developed similar reports and feel confident that two minutes is conservative.

Added bonus:  any staff person will be able to run this report in real time!

Categories: Best Practices, Technology