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REVIEWS - QuickBooks Premier Retail Edition
2008 [OLD VERSION]
ViewUserReviews
Average Customer Rating
3.7 out of 5
Product Feature
Specifically designed for retailers, with reports andq
tools to help you manage your business finances
more effectively
Transfer sales data, including customerq
information, instantly from QuickBooks Point of
Sale versions 4, 5, 6
Share data with Microsoft Office applicationsq
Get day-to-day insight into your business with 10q
retail-specific reports
Start fast and get help when you need it withq
built-in tutorials, onscreen help, and free
QuickBooks callback support
Read moreq
Product Description
QUICKBOOKS PREMIER RETAIL EDITION 2008 RETAIL SML PKG Read more
Product Description
QuickBooks Premier Retail Edition 2008 is specifically designed for retailers — with reports and tools to help
you manage your business finances more effectively.
Movies
See how QuickBooks Premier
Retail Edition can help your
business succeed
QuickBooks Premier Retail
Edition Overview (2:09)
What's New (1:59)
Quickly Pay Bills and Print
Checks (1:00)
Invoice a Customer and Apply
Payments (1:16)
Retail Specific Reports for
Greater Insight (1:23)
Answer a few basic questions, and get a customized setup you can change at any time.
Robust new Help functionality allows you to find the information you need quickly and easily.
Premier Retail Edition 2008 Support
QuickBooks provides a variety of options, from do-it-yourself resources to live expert advice from support
engineers who know minutes matter and are experienced in providing support to accountants and their clients.
QuickBooks In-program Help
Get instant help in your QuickBooks software. Type a question in your own words, and receive a list of relevant
help topics, tips, and troubleshooting links.
QuickBooks Learning Center
Use the short, interactive tutorials built into QuickBooks to learn about fundamental Quick- Books concepts and
tasks. Learn how to record sales, bill customers, generate reports, and more.
Web-Based QuickBooks Support Knowledge Base
Find answers to frequently asked questions on the Web. Search for information on any QuickBooks product or
service through our online Knowledge Base. Available seven days a week, 24 hours a day.
Free Support
Get free help for your QuickBooks questions from our Accountant Support Team during the first 30 days after
you register your software.
Installation, Upgrade, and Error Message Assistance
Receive free support for issues regarding installation, upgrading, error messages, and defects.
View unbilled employee time and expenses in a single screen; transfer to an invoice in one click.
Build a professional business plan quickly by answering step-by-step questions.
Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports,
and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant.
Customized for Your Retail Business
Save time managing your retail activities
Manage sales, customer, and transaction information faster than ever.
Track daily sales easily and calculate sales tax
Track sales results easily, accurately, and flexibly with the Sales Summary Form. Enter total payments and
taxable/non-taxable sales for the day, week – or any time period you choose. Or transfer the information in one
quick step from QuickBooks Point of Sale software, and you never have to manually enter it. Retail Edition
calculates your sales tax liability automatically, and you can easily spot cash drawer over/under discrepancies.
Find key information about customers and vendor accounts instantly
Get instant, accurate answers about customers and vendor accounts, open orders or POs, and more.
QuickBooks Customer and Vendor Centers display all your relevant contact information and account activity for
any customer or vendor in one simple screen. In one view, you can see exactly how much business you're
doing with each individual vendor–without running separate reports or going to different screens. You can also
sort your bills by due date, so you can stay on top of your finances.
Track materials and assemblies automatically
Combine inventory items together and track the group as its own inventory item. Then you can track kits you
assemble for sale, such as gift baskets. As you assemble the kits and increase your finished goods inventory,
stocks of component items decrease automatically. Alerts let you know when to re-order, and when you don't
have enough components for an assembly. Manage material and non-material costs–such as labor and
overhead–to accurately track costs of goods sold in your kits.
Get the forms retailers need
Save time with more than 100 professionally designed forms templates, including many designed specifically
for retailers. You get forms for handling sales returns, vendor returns and more. And you can customize them in
QuickBooks with better, more advanced tools to create professional-looking forms.
Apply up to 100 pricing levels per customer or item
Set up to 100 levels of pricing discounts and link them to customers or individual items. For example, you
might apply a High-Volume Customer discount of 10 percent to your best customers and a Closeout discount of
5 percent to discontinued inventory items. Set another level that reduces the price of selected items by a flat
amount. QuickBooks automatically applies the correct discounts to receipts and invoices.
Apply payments, over/underpayments, credits and refunds
Apply a wider variety of payment types, such as write -offs and refunds, and credits from credit memos or
invoices. Onscreen reminders help you ensure that overpayments, underpayments, discounts, and credits are
handled correctly.
Track service work orders and histories
Service-based retail businesses can easily track work orders and service histories with QuickBooks service
orders. You can scan all work orders in one place and create an invoice from any work order with one click.
Turn sales orders into purchase orders
Turn any sales order into a purchase order with just one click. No need to retype line items or even vendor
information — Premier Retail Edition fills it in for you. Just edit quantities, if needed, and print. Or turn the PO
into a PDF, and e-mail it right from QuickBooks.
Save Time on Everyday Tasks
Easily track and pay bills; set due date reminders
Record bills as they arrive directly from the QuickBooks homepage. Never mistakenly miss a bill due date -
QuickBooks will alert you with due date reminders. And when you are ready to pay bills, QuickBooks shows you
all bills that are outstanding.
Quickly create estimates & invoices
When it's time to bill your customer, turn any estimate into an invoice with one click. Choose from dozens of
pre-designed QuickBooks templates, or send the key invoice data to a customizable Microsoft Word document.
NEW! Send estimates, invoices & reports directly from QuickBooks using MS Outlook or Outlook
Express
Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders,
reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant.
Download credit card and bank statements
Download cleared checks, deposits, and credit card transactions into QuickBooks to save time on data entry
and reconciliation.
See contact information and complete transaction history for any customer with Customer Center.
Select any vendor to see purchase orders, bills, and payments with Vendor Center.
See contact information for any employee and a complete list of checks paid in Employee Center.
Stay Organized and on Top of Your Business
Organize data all in one place with Customer, Vendor, and Employee Centers
Customer Center
Follow up on past-due accounts and answer customer requests faster. See contact information and complete
transaction history for any customer.
Vendor Center
Select any vendor to see purchase orders, bills, and payments. Check your account status to avoid incurring
late charges. Initiate new payments or purchase orders with one click.
Employee Center
See contact information for any employee and a complete list of checks paid.
Track sales, sales taxes, and customer payments
Easily record sales and create sales receipts for your customers. Set up sales tax codes, and QuickBooks will
automatically charge sales tax on all invoices, sales receipts, and other sales forms. When it's time to pay sales
tax to your local sales tax board, QuickBooks will also help you figure out how much you owe.
Track employee time and expenses to bill clients
Track time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill,
QuickBooks automatically reminds you of unbilled time and expenses for that client.
Easily export or enter data into TurboTax, or send to your accountant
Be ready for tax time. QuickBooks helps you assign each account in your Chart of Accounts to a specific line on
tax forms, so all income and expenses are accurately categorized. Easily export your tax data into TurboTax or
provide your accountant accurate data to simplify the tax process.
Efficiently Manage Employees and Contract Workers
Manage payroll and payroll taxes; offer Direct Deposit (paid subscription required)
Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers
based on your QuickBooks data. You can export the projections to Excel and save it as a PDF file.
Prepare and print 1099s & 1096s for contract workers & federal filing
The QuickBooks 1099 and 1096 wizard will walk you through all the steps to create and print tax forms for you
and your independent contractors.
Manage Products, Services, and Inventory
Track inventory, set reorder points, and create purchase orders
Easily track your raw materials and finished goods to avoid overbuying and backorders. Import your inventory
from Excel or record directly in QuickBooks. You can even indicate re-order points for each inventory good and
turn on reminders to automatically let you know when its time to reorder. Create and customize purchase
orders directly from the Home Page, and automatically receive against P.O.s when recording bills.
Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while
keeping all Excel formulas and formatting intact.
Use your company data from your QuickBooks reports and export it to new or existing Word documents.
Easily share your accounting records with your accountant.
Flexibility to Work the Way You Want
Export company data to Excel spreadsheets
Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while
keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel
maintains your existing formulas and updates the results automatically.
Create letters with Word using customer data
Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while
keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel
maintains your existing formulas and updates the results automatically.
Create and customize professional-looking forms
Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices,
estimates, and sales receipts. Or create one for yourself in Microsoft® Word. You can also customize the
templates by adding your company logo and tag line to present your business uniquely to your customers.
IMPROVED! Allow your accountant to review data & make changes while you work.
Easily share your accounting records with your accountant. Increase your productivity by allowing your
accountant to review historical data and make changes while you work. Seamlessly import your accountant's
changes back into your file for improved accuracy.
Easily map and obtain directions to your saved customer, vendor and employee addresses--right
from within QuickBooks!
Open up any record in the Customer, Vendor and Employee centers to access links to maps and directions to
customer and vendor locations or employee addresses.
Other Tools to Meet Your Business Needs
Print checks and forms directly from QuickBooks to keep better, more accurate records while also
saving time
Accurate records: All your information will be updated and stored in QuickBooks.
Save time: Three out of four QuickBooks customers save at least one-half the time printing checks vs.
handwriting them.
Check out our deposit slips, envelopes, tax forms, invoices, stamps, and labels - all designed to work with
QuickBooks.
We guarantee your checks will work with QuickBooks and your printer, and they will be accepted by any
financial institution in the United States–or we will refund or replace your order within 60 days of purchase.
Save time by accepting all major credit cards and debit cards with QuickBooks Merchant Services
Built into your QuickBooks software, QuickBooks Merchant Services is easy to set up and use. No new hardware,
software, or phone lines are required. When you make a sale, the data is automatically recorded in QuickBooks.
QuickBooks Merchant Services requires no additional data-entry, and you won't waste hours searching for
errors. You can process sales on screens you already know and use. Reconcile quickly, without headaches. This
credit card processing from QuickBooks has no teaser rates, no hidden fees, no cancellation fees, and no
long-term contracts.
Keep track of your inventory and customer information while you ring up sales
QuickBooks Point of Sale software and hardware save you the time and trouble of doing it yourself, making it
easier to focus on the products and services that will keep your customers coming back. Pair Point of Sale with
QuickBooks financial software and you can transfer sales information to your financial software–in one click.
NEW! Quickly capture billable hours online and from Outlook Calendar
Free 60-day trial! Time Tracker is the simplest way to track and record employee and contractor time in
QuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web and, now by
designating meetings, emails, and appointments in their Outlook calendar for billing! You can download an
entire set of timesheets into QuickBooks with one click. Administrators can review and edit timesheets before
submitting to ensure accuracy, as well as run custom reports on submitted time.
Meet key business needs with third-party software found at QuickBooks Solutions Marketplace
Find industry-specific solutions that work with QuickBooks and help solve your unique business challenges
including specialized inventory and order management, scheduling, document management, multiple billing
rates, complex estimating, and project management.
QuickBooks Premier Retail Edition Reports
With QuickBooks reports, you'll always know where your business stands. See who owes you money and how
much. Find out who your best customers are and what they're buying. Learn where your business is profitable
and where you're losing money. You can also customize report templates to best meet your needs.
Profit and Loss Monthly Comparison
How does my company's profit and loss for this month compare to last month?
Purchase Volume by Vendor
From which vendors does my company purchase the most goods?
Customer Payment by Payment Item
What methods are my customers using to provide payment? What are the monthly payments trends from the
past year?
Vendor returns Detail
What goods are most commonly returned to each vendor?
Forecast Overview
What are my company's forecasted income and expenses each month?
Forecast vs. Actual
What transaction changes were made on or before the last closing date?
Closing Date Exception Report
What changes were made after the last closing date was set to transactions dated on or before that closing
date?
Open Sales Orders by Customer
What are the open sales orders for each customer or job?
Inventory Stock Status by Vendor
What is the detailed information about each inventory item, organized by vendor?
Profit and Loss Budget Performance
How do the actual income and expenses compare to what has been budgeted for the current month and year?
Time by Item
How much time has my company spent on each service we provide?
Purchase by Item Summary
How much has my company spent on purchased items or services?
Profit and Loss Standard
How much money did my company make or lose over a specific period of time?
A/P Aging Detail
Which bills are due and overdue?
Statement of Cash Flows
What was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a
specific period of time?
Income Tax Detail
What transactions will need to be included on my company income tax forms?
Read more
Quick books premier retail edition 2008 [old version]

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Quick books premier retail edition 2008 [old version]

  • 1. REVIEWS - QuickBooks Premier Retail Edition 2008 [OLD VERSION] ViewUserReviews Average Customer Rating 3.7 out of 5 Product Feature Specifically designed for retailers, with reports andq tools to help you manage your business finances more effectively Transfer sales data, including customerq information, instantly from QuickBooks Point of Sale versions 4, 5, 6 Share data with Microsoft Office applicationsq Get day-to-day insight into your business with 10q retail-specific reports Start fast and get help when you need it withq built-in tutorials, onscreen help, and free QuickBooks callback support Read moreq Product Description QUICKBOOKS PREMIER RETAIL EDITION 2008 RETAIL SML PKG Read more Product Description QuickBooks Premier Retail Edition 2008 is specifically designed for retailers — with reports and tools to help you manage your business finances more effectively. Movies See how QuickBooks Premier Retail Edition can help your business succeed QuickBooks Premier Retail Edition Overview (2:09) What's New (1:59) Quickly Pay Bills and Print Checks (1:00) Invoice a Customer and Apply Payments (1:16) Retail Specific Reports for Greater Insight (1:23)
  • 2. Answer a few basic questions, and get a customized setup you can change at any time. Robust new Help functionality allows you to find the information you need quickly and easily. Premier Retail Edition 2008 Support QuickBooks provides a variety of options, from do-it-yourself resources to live expert advice from support engineers who know minutes matter and are experienced in providing support to accountants and their clients. QuickBooks In-program Help Get instant help in your QuickBooks software. Type a question in your own words, and receive a list of relevant help topics, tips, and troubleshooting links. QuickBooks Learning Center Use the short, interactive tutorials built into QuickBooks to learn about fundamental Quick- Books concepts and tasks. Learn how to record sales, bill customers, generate reports, and more. Web-Based QuickBooks Support Knowledge Base Find answers to frequently asked questions on the Web. Search for information on any QuickBooks product or service through our online Knowledge Base. Available seven days a week, 24 hours a day. Free Support Get free help for your QuickBooks questions from our Accountant Support Team during the first 30 days after you register your software. Installation, Upgrade, and Error Message Assistance Receive free support for issues regarding installation, upgrading, error messages, and defects.
  • 3. View unbilled employee time and expenses in a single screen; transfer to an invoice in one click. Build a professional business plan quickly by answering step-by-step questions. Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant. Customized for Your Retail Business Save time managing your retail activities Manage sales, customer, and transaction information faster than ever. Track daily sales easily and calculate sales tax Track sales results easily, accurately, and flexibly with the Sales Summary Form. Enter total payments and taxable/non-taxable sales for the day, week – or any time period you choose. Or transfer the information in one quick step from QuickBooks Point of Sale software, and you never have to manually enter it. Retail Edition calculates your sales tax liability automatically, and you can easily spot cash drawer over/under discrepancies. Find key information about customers and vendor accounts instantly Get instant, accurate answers about customers and vendor accounts, open orders or POs, and more. QuickBooks Customer and Vendor Centers display all your relevant contact information and account activity for any customer or vendor in one simple screen. In one view, you can see exactly how much business you're doing with each individual vendor–without running separate reports or going to different screens. You can also sort your bills by due date, so you can stay on top of your finances. Track materials and assemblies automatically Combine inventory items together and track the group as its own inventory item. Then you can track kits you assemble for sale, such as gift baskets. As you assemble the kits and increase your finished goods inventory,
  • 4. stocks of component items decrease automatically. Alerts let you know when to re-order, and when you don't have enough components for an assembly. Manage material and non-material costs–such as labor and overhead–to accurately track costs of goods sold in your kits. Get the forms retailers need Save time with more than 100 professionally designed forms templates, including many designed specifically for retailers. You get forms for handling sales returns, vendor returns and more. And you can customize them in QuickBooks with better, more advanced tools to create professional-looking forms. Apply up to 100 pricing levels per customer or item Set up to 100 levels of pricing discounts and link them to customers or individual items. For example, you might apply a High-Volume Customer discount of 10 percent to your best customers and a Closeout discount of 5 percent to discontinued inventory items. Set another level that reduces the price of selected items by a flat amount. QuickBooks automatically applies the correct discounts to receipts and invoices. Apply payments, over/underpayments, credits and refunds Apply a wider variety of payment types, such as write -offs and refunds, and credits from credit memos or invoices. Onscreen reminders help you ensure that overpayments, underpayments, discounts, and credits are handled correctly. Track service work orders and histories Service-based retail businesses can easily track work orders and service histories with QuickBooks service orders. You can scan all work orders in one place and create an invoice from any work order with one click. Turn sales orders into purchase orders Turn any sales order into a purchase order with just one click. No need to retype line items or even vendor information — Premier Retail Edition fills it in for you. Just edit quantities, if needed, and print. Or turn the PO into a PDF, and e-mail it right from QuickBooks. Save Time on Everyday Tasks Easily track and pay bills; set due date reminders Record bills as they arrive directly from the QuickBooks homepage. Never mistakenly miss a bill due date - QuickBooks will alert you with due date reminders. And when you are ready to pay bills, QuickBooks shows you all bills that are outstanding. Quickly create estimates & invoices When it's time to bill your customer, turn any estimate into an invoice with one click. Choose from dozens of pre-designed QuickBooks templates, or send the key invoice data to a customizable Microsoft Word document. NEW! Send estimates, invoices & reports directly from QuickBooks using MS Outlook or Outlook Express Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant. Download credit card and bank statements Download cleared checks, deposits, and credit card transactions into QuickBooks to save time on data entry and reconciliation.
  • 5. See contact information and complete transaction history for any customer with Customer Center. Select any vendor to see purchase orders, bills, and payments with Vendor Center. See contact information for any employee and a complete list of checks paid in Employee Center. Stay Organized and on Top of Your Business Organize data all in one place with Customer, Vendor, and Employee Centers Customer Center Follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer. Vendor Center Select any vendor to see purchase orders, bills, and payments. Check your account status to avoid incurring late charges. Initiate new payments or purchase orders with one click. Employee Center See contact information for any employee and a complete list of checks paid. Track sales, sales taxes, and customer payments Easily record sales and create sales receipts for your customers. Set up sales tax codes, and QuickBooks will automatically charge sales tax on all invoices, sales receipts, and other sales forms. When it's time to pay sales tax to your local sales tax board, QuickBooks will also help you figure out how much you owe. Track employee time and expenses to bill clients Track time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill, QuickBooks automatically reminds you of unbilled time and expenses for that client.
  • 6. Easily export or enter data into TurboTax, or send to your accountant Be ready for tax time. QuickBooks helps you assign each account in your Chart of Accounts to a specific line on tax forms, so all income and expenses are accurately categorized. Easily export your tax data into TurboTax or provide your accountant accurate data to simplify the tax process. Efficiently Manage Employees and Contract Workers Manage payroll and payroll taxes; offer Direct Deposit (paid subscription required) Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel and save it as a PDF file. Prepare and print 1099s & 1096s for contract workers & federal filing The QuickBooks 1099 and 1096 wizard will walk you through all the steps to create and print tax forms for you and your independent contractors. Manage Products, Services, and Inventory Track inventory, set reorder points, and create purchase orders Easily track your raw materials and finished goods to avoid overbuying and backorders. Import your inventory from Excel or record directly in QuickBooks. You can even indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder. Create and customize purchase orders directly from the Home Page, and automatically receive against P.O.s when recording bills. Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Use your company data from your QuickBooks reports and export it to new or existing Word documents. Easily share your accounting records with your accountant.
  • 7. Flexibility to Work the Way You Want Export company data to Excel spreadsheets Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel maintains your existing formulas and updates the results automatically. Create letters with Word using customer data Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel maintains your existing formulas and updates the results automatically. Create and customize professional-looking forms Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices, estimates, and sales receipts. Or create one for yourself in Microsoft® Word. You can also customize the templates by adding your company logo and tag line to present your business uniquely to your customers. IMPROVED! Allow your accountant to review data & make changes while you work. Easily share your accounting records with your accountant. Increase your productivity by allowing your accountant to review historical data and make changes while you work. Seamlessly import your accountant's changes back into your file for improved accuracy. Easily map and obtain directions to your saved customer, vendor and employee addresses--right from within QuickBooks! Open up any record in the Customer, Vendor and Employee centers to access links to maps and directions to customer and vendor locations or employee addresses. Other Tools to Meet Your Business Needs Print checks and forms directly from QuickBooks to keep better, more accurate records while also saving time Accurate records: All your information will be updated and stored in QuickBooks. Save time: Three out of four QuickBooks customers save at least one-half the time printing checks vs. handwriting them. Check out our deposit slips, envelopes, tax forms, invoices, stamps, and labels - all designed to work with QuickBooks. We guarantee your checks will work with QuickBooks and your printer, and they will be accepted by any financial institution in the United States–or we will refund or replace your order within 60 days of purchase. Save time by accepting all major credit cards and debit cards with QuickBooks Merchant Services Built into your QuickBooks software, QuickBooks Merchant Services is easy to set up and use. No new hardware, software, or phone lines are required. When you make a sale, the data is automatically recorded in QuickBooks. QuickBooks Merchant Services requires no additional data-entry, and you won't waste hours searching for errors. You can process sales on screens you already know and use. Reconcile quickly, without headaches. This credit card processing from QuickBooks has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts. Keep track of your inventory and customer information while you ring up sales QuickBooks Point of Sale software and hardware save you the time and trouble of doing it yourself, making it easier to focus on the products and services that will keep your customers coming back. Pair Point of Sale with QuickBooks financial software and you can transfer sales information to your financial software–in one click. NEW! Quickly capture billable hours online and from Outlook Calendar Free 60-day trial! Time Tracker is the simplest way to track and record employee and contractor time in QuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web and, now by designating meetings, emails, and appointments in their Outlook calendar for billing! You can download an entire set of timesheets into QuickBooks with one click. Administrators can review and edit timesheets before
  • 8. submitting to ensure accuracy, as well as run custom reports on submitted time. Meet key business needs with third-party software found at QuickBooks Solutions Marketplace Find industry-specific solutions that work with QuickBooks and help solve your unique business challenges including specialized inventory and order management, scheduling, document management, multiple billing rates, complex estimating, and project management. QuickBooks Premier Retail Edition Reports With QuickBooks reports, you'll always know where your business stands. See who owes you money and how much. Find out who your best customers are and what they're buying. Learn where your business is profitable and where you're losing money. You can also customize report templates to best meet your needs. Profit and Loss Monthly Comparison How does my company's profit and loss for this month compare to last month? Purchase Volume by Vendor From which vendors does my company purchase the most goods? Customer Payment by Payment Item What methods are my customers using to provide payment? What are the monthly payments trends from the past year? Vendor returns Detail What goods are most commonly returned to each vendor? Forecast Overview What are my company's forecasted income and expenses each month? Forecast vs. Actual What transaction changes were made on or before the last closing date? Closing Date Exception Report What changes were made after the last closing date was set to transactions dated on or before that closing date? Open Sales Orders by Customer What are the open sales orders for each customer or job? Inventory Stock Status by Vendor What is the detailed information about each inventory item, organized by vendor? Profit and Loss Budget Performance How do the actual income and expenses compare to what has been budgeted for the current month and year? Time by Item How much time has my company spent on each service we provide? Purchase by Item Summary How much has my company spent on purchased items or services? Profit and Loss Standard How much money did my company make or lose over a specific period of time? A/P Aging Detail Which bills are due and overdue? Statement of Cash Flows What was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time? Income Tax Detail What transactions will need to be included on my company income tax forms? Read more