New Customers by Month

This Acctivate Report is a rather simple one but can be quite useful. Do you want to send out monthly communications to your new customers?  Do you want to send a list of new customers to your sales staff with order totals so they can reach out and contact these new customers?  Or just report […]

Multi Year Sales History/Forecasting Report

Knowing how your company is doing year over year is something every company wants to know.  You can look at a comparative P&L for this info but what if you want to know how sales for a specific customer are going, or maybe for a product?  Our Acctivate Multi Year Sales History/Forecasting Report was originally […]

Inventory Detail Journal by Account

This report can be used for reconciling any of the GL accounts Acctivate works with but it was designed to specifically reconcile the Accrued Purchase Receipts account in QuickBooks.  This can often be a very challenging task and we hope this report will help in your efforts. This report shows both the ins and outs […]

Daily Open Orders Report

Our Acctivate Daily Open Orders Report displays open orders grouped by the due date and displays the daily total due in the header section of each days grouping.  It also includes a grand total for all open orders at the end of the report. This report can be used to make sure you don’t miss […]

Backorder/Fulfillment Report

This Acctivate Backorder/Fulfillment Report is used to determine the quantity needed to fulfill all Open Orders. This report is grouped by Product and shows both a summary line and order details for each product. The summary line shows Product ID, Product Description, minimum SO age date for all open Orders, Open Order Average Price, Quantity […]

QuickBooks Custom Reporting Article Series on the Intuitive Accountant

Donovan has begun writing a series of articles for the Intuitive Accountant.  His first article, “QuickBooks Custom Reporting – A Series: Introduction” can be found here.  Donovan will be following up this introduction with future articles on Custom Reporting. Have a look and let us know what you think, then keep an eye out for the follow ups.

Custom Reports – Cash Register Receipt

One of the latest reports we created using the great new Custom Reporting tool in QuickBooks® Enterprise 2011 was a Cash Register Receipt Report that a client requested.  This report allows the client to enter a specific date and see the checks that were received for that day, what invoices they paid off, and then […]

Custom Reporting And QuickBooks® Enterprise 2011

We are very excited about one of the new features in QuickBooks® Enterprise 2011!  We haven’t really seen anything written about it yet so we thought we might as well take the opportunity to do so.  The Intuit Press Release “ QuickBooks® 2011 Saves Small Businesses Time in the Back Office” mentions most of the new […]