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    QuickBooks provides many preset reports that focus on all aspects of your business finances. There are also reports that have been created as custom reports by users. Often the users will submit the report to Intuit, and if Intuit believes it to be a benefit to all users, they will include it in the Contributed […]

    The post QuickBooks: Contributed or Custom Reports appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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    When I run my Customer Open Balance report I have to drag the diamonds to change the column widths since they are not wide enough.  I run this report on a weekly basis and I have to change the column width every time.  Is there a way to permanently change the column widths?   Yes. The […]

    The post QuickBooks: Format and Memorize appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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  • 05/29/12--12:29: QuickBooks: User Reports
  • Q:  Which report should I use to see which user made changes to an employee file?  An employee was made inactive in error. A:  Reports provide transactional information.  Making an employee inactive is not a transaction; therefore, there is no report that will provide this information.

    The post QuickBooks: User Reports appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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    I am a believer in Memorize as much as possible – including reports. But, if your reports are not in an order or titled in a way that makes sense – you will spend just as much time looking for a report as you may in creating it from scratch.  Here are some thoughts. Set […]

    The post QuickBooks: Organizing Memorized Reports appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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    I am trying to reconcile the credit card charges entered YTD to make sure everything has been associated with a job and add a job when one has not been noted. I have tried several different reports but even after customizing them there is no field where I can include the customer/job. The only way […]

    The post QuickBooks: Report showing credit card charges with associated company/job appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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    QuickBooks automatically prefills the date field in every transaction and report you create. In many cases, the date that QuickBooks prefills is not the date you want or need.  Therefore, you should always verify that the date specified by QuickBooks is the correct date for the particular transaction or report.  Additionally, you should verify that […]

    The post QuickBooks: Posting Transactions – Date Sensitivity appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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    I’m looking for a report that I can use to compare hours reported on timesheets (hours that have been paid out) and the hours that have been invoiced/ paid for. I’ve also noticed it’s possible to add time to timesheets that have already been billed.  Is there a way that I can prevent this from happening? […]

    The post QuickBooks: Tracking Timesheet Hours vs. Hours Invoiced appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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    “How can I get a list of customers that I’ve added to my QuickBooks company file for a specific time period?” When you add a new customer to your QuickBooks company file, QuickBooks stores a time created field to the record. That’s great! However, as far as I can tell, there is no QuickBooks report […]

    The post QuickBooks: List of Customers based on add date appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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    You should be familiar with the Reports tab, if not its along the top as a tab. Once there you can click on New Report and you will see the following screen. Here you can select which Objects you would like to report on, you can see a few examples below. You can only report […]

    The post Salesforce – Creating Reports appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.


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    It’s actually possible to change the default filter on a report after it’s been created, but the feature is tucked away and easy to miss! I usually work with reports from the Advanced Find window (below), but you do not have the option to update the default filter using this method! Instead, navigate to your […]

    The post Dynamics 365 – Changing Default Filters on Existing Reports appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.