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How To Run Reports in QuickBooks Pro

While running a business, it is obvious to look for an easy way to review how things are and how […]

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While running a business, it is obvious to look for an easy way to review how things are and how are they are responding. It is easy to accomplish this. All you need to do is run the reports and get them. As a user, it is possible to run reports on all kinds of information, which QuickBooks has stored, for you.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Furthermore, along with making quick reports in QuickBooks, it is also possible to get management reports in QuickBooks Online. There are a plethora of other reports for a particular managerial task and review. When they are put in a particular system, it makes them highly useful for other parties for several managerial decisions.

Step to Run Reports in QuickBooks Pro with Different Types

Today, in this article, you will be able to know and learn how to run different types of reports in QuickBooks and how to get them.

Here is how you run a QuickBooks report and get them:

Step 1: Navigate to the Reports section. Go to Report Center. You can also use the Report Center that is available under My Shortcuts visible on the left side of your particular QuickBooks account.

Step 2: Select a Report.

This is the most difficult part since as a user you need to decide which report to choose and run out of the 120 reports available.

Step 3: On the top side of the window, you will find tabs that say Standard Reports, Favorites, Memorized Reports, Recent and Contributed. It is possible to customize the Reports Center with Favorite and Memorized reports. However, as long as you do not customize it, you can go with Standard Reports.

Step 4: Select the right category, then choose the report you want to run. If you want to understand a report, press the magnifying glass icon for more details.

Step 5: Choose the Date Range.

Choose the date range you desire for the report data. You can add the dates manually below the report you choose. You can also select a default data type that will include today, this week, this week-to-date, month, etc.

Step 6: Run the Report. You will see that there are four icons below. The green arrow is responsible to run the report. Select the Report Basis whether is accrual or cash-basis accounting.

Step 7: Choose Show Filters and click it. Then delete the filters if required. You can also make new filters.

Step 8: Authenticate the Date Range. Choose a date type along with the start and end date.

Step 9: Select which columns to add to your particular report.

You can select from Total only, Day, Week, etc.

Note: The column selections may change as per the report.

Step 10: Choose Sorting Default.

Step 11: Customize the particular report.

It is possible to customize your particular reports. Although customization may differ based on the report, it is possible to change the data displayed. You can also edit the filters, footers, headers, and overall look.

Step 12: Select the OK button. Click it once the alterations are complete.

Step 13: Make comments on the Report.

Just choose the Comment on Report tab and click it. It is available on the left-side top corner. Now you need to press the chat bubble next to the particular lines you want to comment on.

Step 14: Share the Report Template. If you want you can share the customized report with the total QuickBooks community. All you need to do is press the Share Template button. It is available on the top on the window.

Step 13: Now take Action. You need to select whether you want to email, print, or do you wish to export the report.

Step 14: Print the Report.

Select the Print button and select whether to print the report or save the particular report in the form of a pdf.

Step 15: Edit the setting of your print. Press the blue Print button when you are all set.

We pray that it is clear how to get reports in QuickBooks. All you need to remember is that the steps given above should be followed in the given format.

Still, if you feel confused about any particular step or think something is missing, it is recommended to hire the services of a QuickBooks expert like us.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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+1-347-428-6831 or chat with experts.


How many Categories are there in Standard Reports?

In all honesty, Standard Reports are categorized in the following categories:

Company & financial
Vendors & payables
Purchases
Inventory
Employees & payroll
Banking
Accountant & taxes
Customer & receivables
Sales
Jobs, time & mileage
Budgets
Lists

How to Email Report?

In order to email your specific report, do the following:

Press the e-mail button.
Select whether you want to send the report as a .PDF or Excel.
You will get a warning message that would state that the email is not secure. It could be dispersing sensitive details. Select the OK button which is Blue and click it
Now add the right email address and also change the email message body. When you are ready, press the blue Send button.

What Reports are Included in the Business Overview Section?

Right below the Favorite section, you will find the business overview segment. This section has reports like:

Audit Log
Balance Sheet Detail
Business Snapshot
Balance Sheet Comparison
Profit and Loss Detail
Profit and Loss Year-to-Date Comparison
Profit and Loss by Customer
Profit and Loss
Quarterly Profit and Loss Summary
Statement of Cash Flows
Profit and Loss as % of Total Income
Profit and Loss Comparison
Profit and Loss by Month
Profit and Loss by Tag Group

News about SaaS Industry

$128 Million Funding for SaaS Capital

07th January: SaaS Capital is a company that provides growth debt to software-as-a-service (SaaS) firms. It has acquired funding of $128 million for its fourth fund. The company has provided more than $200 million in growth debt to nearly 100 companies over the past few years. The new fund will help “even more companies accelerate growth in an equity-efficient manner.”

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

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On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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