Podcast
Questions and Answers
Which of the following is a way to access a report in QuickBooks? (Select all that apply)
Which of the following is a way to access a report in QuickBooks? (Select all that apply)
When you send a QuickBooks report to Excel, which feature allows you to have a drop-down list for each column to allow filtering?
When you send a QuickBooks report to Excel, which feature allows you to have a drop-down list for each column to allow filtering?
Auto Filter
How do you create a memorized group of reports?
How do you create a memorized group of reports?
Open the Memorized Report List and then click Memorized Report > New Group.
How do you prepare a Profit & Loss Standard report without showing sub-account details?
How do you prepare a Profit & Loss Standard report without showing sub-account details?
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What is the easiest way to organize your memorized reports?
What is the easiest way to organize your memorized reports?
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How do you import changes made in Excel back to QuickBooks?
How do you import changes made in Excel back to QuickBooks?
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How do you display or print a batch/group of reports quickly?
How do you display or print a batch/group of reports quickly?
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What options (tabs) do you have to change a report when you click Customize Report? (Select all that apply)
What options (tabs) do you have to change a report when you click Customize Report? (Select all that apply)
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What happens if you click Collapse on a report?
What happens if you click Collapse on a report?
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What happens if you double-click a diamond on a report column? (Select all that apply)
What happens if you double-click a diamond on a report column? (Select all that apply)
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What does QuickBooks save when memorizing a report?
What does QuickBooks save when memorizing a report?
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If you set up and track Sales Tax in QuickBooks, which category of reports contains Sales Tax reports?
If you set up and track Sales Tax in QuickBooks, which category of reports contains Sales Tax reports?
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What can you do in the Reports & Graphs Preferences? (Select all that apply)
What can you do in the Reports & Graphs Preferences? (Select all that apply)
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Which report answers the question 'What transactions make up the current balance I owe each vendor?'
Which report answers the question 'What transactions make up the current balance I owe each vendor?'
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What happens when you QuickZoom on a number in a report?
What happens when you QuickZoom on a number in a report?
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How do you move columns on a report?
How do you move columns on a report?
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How can you quickly make multiple accounts sub-accounts of another account?
How can you quickly make multiple accounts sub-accounts of another account?
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Study Notes
Accessing Reports
- Reports can be accessed via the Reports Menu, the Report Center, or by clicking Reports at the bottom of lists.
Excel Integration
- Auto Filter allows for drop-down lists in Excel after sending QuickBooks reports, facilitating easy column filtering.
Memorized Reports
- Create a memorized report group by opening the Memorized Report List and selecting Memorized Report > New Group.
Profit & Loss Standard Report
- To prepare a Profit & Loss Standard report without sub-account details, run the report and select Collapse to hide sub-accounts.
Organizing Reports
- The easiest method to organize memorized reports is to create a Report Group.
Importing Changes
- Changes made in Excel cannot be imported back into QuickBooks.
Batch Report Processing
- Quickly display or print multiple reports by selecting Reports > Process Multiple Reports.
Customizing Reports
- Use the Customize Report feature to modify Display, Filter, Header/Footer, and Fonts & Numbers options.
Report Collapse Feature
- Clicking Collapse hides sub-accounts, displaying only the parent accounts in reports.
Adjusting Column Widths
- Double-clicking a diamond on a report column allows resizing; dragging left can hide the column completely.
Memorized Report Content
- QuickBooks saves the report header, filters, and columns when memorizing a report, but does not save the actual transactions.
Sales Tax Reports
- Sales Tax reports are found under the Vendors and Payables category if Sales Tax is set up and tracked in QuickBooks.
Reports Preferences
- In Reports & Graphs Preferences, settings can be changed for summary basis (Accrual or Cash), format options, and aging report dates.
Vendor Transactions
- The Vendor Balance Detail report provides insights into transactions contributing to the current balance owed to each vendor.
QuickZoom Feature
- QuickZoom on a report number displays more detailed information regarding that particular figure.
Moving Report Columns
- Columns within reports can be repositioned by clicking the column heading and dragging it to the desired location.
Setting Up Sub-Accounts
- To convert multiple accounts into sub-accounts, drag the account below the appropriate parent account and then adjust its position as needed.
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Description
This quiz focuses on training users in QuickBooks report functionalities and features. Test your knowledge on how to access reports, utilize Excel features, and create memorized reports. Perfect for users looking to enhance their QuickBooks reporting skills.
