QuickBooks Online has many report templates that are easily accessible with a few clicks. You can hit the customize button in the upper right side and update the reports by date range, year to date or prior period comparison. 

You can review changes by dollar or percentages and many other variables. If you find that you are viewing a particular report frequently with specific parameters, you can easily save this report.

Hit ‘save customization’ in the upper right-hand corner of the window, rename the report, and save. To retrieve this saved report, go to ‘reports’, click on the custom reports tab at the top and click on your saved report. 

QuickBooks Desktop has many report templates that are easily accessible with a few clicks. You can customize these reports by date range, year to date or prior period comparison.

You can review changes by dollar or percentages and many other variables. Click the customize button on the report and select your changes. If you find that you are viewing a particular report frequently with specific parameters, you can easily memorize this report.

Click the ‘memorize’ button at the top of the report. Rename the report and hit ‘okay’ to save. To retrieve this saved report, go to reports, memorized reports and click on the ‘saved report’. 

If you have several divisions or locations within one company QuickBooks file, and you would like to customize the invoices, here is a great hack.

When you create templates in QuickBooks it will pull all your main company information on the form. If you have different locations or different divisions within the same QuickBooks file you can differentiate each division and location with customized logos. 

Upload the logo with the contact information and remove all the main company information on your template. Save a template for each location or division and when you are ready to create the invoice choose the appropriate template.

If you are using QuickBooks Online, you can download the app to your phone or other mobile devices. 

Once it’s downloaded you can login with your QuickBooks User ID and Password. You will see all activity in your QuickBooks file in real time. You can do your bookkeeping on the go. You will have access to create invoices, enter vendor bills, review bank transactions, upload copies of receipts and much more. 

If you make any changes in your app it automatically syncs to your QuickBooks file.

As we approach the year end, just a reminder to review all your contract, outside service, or professional service vendors to be sure you have a copy of their W-9s and updated vendor information in your accounting software. 

It’s always a great practice to request a W-9 at the time of service to avoid the extra time and pressure of trying to collect the information before the end of January deadline.