在QuickBooks中创建报表，第2部分
QuickBooks是一个更快的, 更安全的, 和 more accurate method of doing your bookkeeping than using a manual system is. 仍然, you may occasionally tire of your daily tasks 和 wonder what all of these forms 和 records mean in terms of your overall financial health--和 how to create the reports that go along with them.
的 actual mechanics of creating reports in QuickBooks are fairly straightforward. 你可以去 报告中心, make a selection, maybe change the date range, 和 voila! Your company's related data appears in neat rows 和 columns.
Figure 1: You may be able to get some of the information you need by simply changing the date range on a QuickBooks report.
But perhaps you to see different columns than what QuickBooks' report 模板 include. Furthermore, you might want to filter your output for more meaningful, targeted analysis. Some of QuickBooks' reports--particularly those included in the categories 公司 & 手机赌博软件下载排行 和 会计 & 税---can be a little advanced for the average small businessperson with little bookkeeping experience. 是的, 它们很容易跑, but they are also difficult to underst和 so you may need the assistance of a professonal.
We strongly encourage you to let us run these more complex reports, such as the 资产负债表，我们会定期(每月或每季度)通知您. Balance sheets provide valuable insight when making critical business decisions.
But we don't want to discourage you from working with QuickBooks' reports on your own either. 一些比较简单的报告是 A/R老化明细 (密切关注逾期付款)和 未付账单明细 (to see where you st和 with your own financial obligations).
让报告成为你的
Sometimes, QuickBooks' own report output is a bit too broad for your needs. So the program provides sophisticated customization options. You can work with these to narrow down 和 shape the data that appears in your reports.
首先,列. Building reports from scratch would be too time-consuming 和 frustrating for you to do all of the time. 这是不必要的，因为QuickBooks提供 模板 看它的报告, sets of columns 和 data filters that would serve some businesses well, 但是每个用户都可以修改.
试试这个. 打开 利润 & 丢失的细节 报告并单击 自定义报告 按钮在左上角. 你会看到 修改报告 窗口打开.
Figure 2: QuickBooks lets you modify the columns that appear in reports.
的 显示 选项卡应该突出显示. 改变 报告日期范围 if necessary by clicking on the down arrow to the right of the 日期 场. You can also create your own custom date range by deleting the dates in the 从 和 To 字段和输入新字段, or by clicking on the small calendar icons 和 clicking on the desired dates.
Warning: Do you underst和 the difference between running reports as either 应计利息或现金? 这很重要. If you don't, let’s get together to go over some basic report concepts.
It's easy to change the default columns that appear in reports. 控件中输入列标签 搜索栏 框或向下滚动所有可能的标签列表. Click in the space in front of the ones you want to include, 和 click on existing check marks if you want to remove those labels. 您也可以指定排序顺序 提升 or 下行.
如果你想和 先进的 选项，或者如果你遇到 显示 屏幕 that puzzles you (depending on the report, you may have some complex choices), let us know.
图3:QuickBooks报告 过滤器 屏幕
当你完成这里，点击 过滤器 选项卡. This is a powerful element of QuickBooks report customization. You can limit your report output to data that meet certain criteria. In the image above, for example, you can tell QuickBooks which subset of 账户 应该包括在内. 点击 计费状态 过滤，您可以将结果限制为 任何，不计费，未计费, or 宣传. 你们懂的.
您可以对报表应用多个筛选器. 你选择的每一个都会出现在下面的列表中 当前过滤器选择.
的 页眉/页脚 和 字体 & 数字 选项卡s are primarily cosmetic options you can explore on your own, but as you can see from this brief overview there are many ways to use QuickBooks reports as is or customized for your particular situation. We recommend that you work with reports regularly, both on your own 和 with us. 的 insight they provide can help your company grow 和 flourish instead of just getting by.