Clearify Solutions
Custom Reports
"We have the World's largest library of custom QuickBooks reports"
Our founder Chuck Vigeant is considered THE FOREMOST AUTHORITY on custom QuickBooks reports, the QODBC driver and the actual QuickBooks Sybase database - and is the only professional with an accounting background who has worked IN the actual database as a paid Intuit consultant for 2 1/2 years.
He is respectuflly known as the grandfather of SAP Crystal Reports for QuickBooks having created the ability for those two applications to work together, and his three year partnership with the QODBC team at FLEXquarters paved the way for their driver to be licensed by Intuit.
We have developed thousands of custom report solutions, and NO TWO ARE ALIKE.
We use our new data warehouse technology called QQube, which has (1) cut the development time up to 80% (2) enabled the creation of more report solutions in Excel, and (3) allowed end users to create more of their own solutions.
The result is quicker turnaround time, more flexibility in end user options, and cheaper development costs for the consumer.
Financial Analytics. We like to work with accountants or tax professionals who create long involved spreadsheets, which take them hours to complete each month; we can usually cut the time by 90%. We have advanced G/L, combined forecast/budget/actual, enhanced Trial Balance capabilities, and support for 52/53 tax year.
Sales, Customers, and Commissions. Fully paid invoices, gross margin, net margin, item exclusion, sales by shipping state, etc. invoice payment history, A/R by class, Average Days to Pay, Not purchased in the last x days, fill rate etc.
Inventory Forecasting. Going far beyond a QuickBooks stock status report, we are asked to combine specific periods of historical data with current inventory status to better forecast turnover and buying patterns. We also have created nested assembly requirement reports.
Job Costing & WIP. We generally are asked to combine several reports in QuickBooks so clients can see hours and dollars on the same page, or estimated, actual and remaining committed costs in adjacent columns. This report has the widest variety of looks, and in many cases combines almost every element within the QuickBooks file.
Forms. How about a statement that mimics a utility or credit card statement? Or an invoice with aging? Or a lien waver that prints out in a matter of seconds?
QuickBooks custom reports can be created in Excel, using lists or pivot tables, or with SAP Crystal Reports 2011. For Crystal Report solutions we sell a SAP Crystal Reports vewer called Easy View, which you can use to view, export or print any number of custom SAP Crystal Reports on your machine, without requiring a physical copy of Crystal Reports.
Although we have created thousands of custom QuickBooks reports, very few are generic, because we find that everybody uses their QuickBooks file in a different manner.
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