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Hector Garcia, CPA interviews Intuit’s Product Manager for Advanced Reporting in QuickBooks Enterprise and demos with a few examples how to use it. Examples used:
-Sales by item pivoted by Preferred Vendor
-Sales by Country or by City on Ship to Address
00:00:00 – Intro
00:01:19 – Reports (sales, sales by item summary) (modify report) (filters)
00:02:50 – Intuit QuickBooks Enterprise Advanced Reporting 2.2 (welcome center,
00:03:49 – Reports (custom reports, transaction detail) (the transaction detail report)
00:04:08 – Reports (custom reports, summary) (summary report)
00:04:50 – Reports (list, item listing) (name/list report)
00:05:28 – Reports (pre-made reports)
00:06:08 – Preferred vendor (item list report)
00:06:52 – Advanced report (sales by preferred vendor)
00:07:29 – Report list (starter reports) (starter report: sales by item detail) (how it works)
00:09:19 – Chart properties (dimensions)
00:10:08 – Custom summary report (customize report)
00:13:04 – Example (preferred vendor, chart properties, dimensions)
00:15:45 – Item listing (edit item)
00:17:30 – Sales by item detail
00:19:20 – Clean up columns (chart properties, presentation tab) (how it works)
00:24:52 – Chart properties (expressions) (date, num, memo, name, amount, quantity, sales price, UM) (enable or disable)
00:29:21- Chart of properties (dimensions) (add customer name as part of the dimension)
00:31:10 – Expand all (show each customer, pref vendor, amount)
00:31:55 – How to show just the customer instead of the customer and job (QuickBooks Desktop, customer center, edit customer) (customer table in QuickBooks Enterprise Advanced Reporting, chart of properties, dimensions, customer parent full name, transactions customer full name)
00:34:12 – Edit expressions (chart of properties)
00:35:44 – Library (list box filter)
00:37:25 – Chart properties (dimensions, transactions ship address country, transactions ship address city, add) (example)
00:42:47 – Edit customer
00:43:42 – How to pull a report that shows my first dimension as a vendor and my second dimension as my expense account or cost of goods sold account (see if there’s consistency or inconsistency on the expense account being used on expenses by vendors) (example)
00:46:57 – Report list (starter reports) (start from scratch) (new sheet object, chart, choose pivot table, dimensions, vendor name, account full name) (edit expression, table, field) (chart of accounts) (edit expression) (expressions, label, definition, finish)
00:53:39 – See accounts (expense accounts) (how to select them all) (green/grey/white)
00:55:39 – Chart properties (dimensions, edit expression, “if” statement)
00:57:47 – Help site (link, pdf) (qbar.intuit.com)
00:58:27 – Limitations
