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.
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.
thoughts.
Set up your
customized groups
customized groups
– Weekly Reports
– Monthly Reports
– Special Reports
If
you want to create these so they are at the top of the list… put an “AAA” or
something in front of them. QuickBooks works in alpha order.
you want to create these so they are at the top of the list… put an “AAA” or
something in front of them. QuickBooks works in alpha order.
Now,
for the reports themselves, remember that consistency works best and helps you
to remember – so follow this example for something that may be in Weekly and/or Monthly
reports:
for the reports themselves, remember that consistency works best and helps you
to remember – so follow this example for something that may be in Weekly and/or Monthly
reports:
– Weekly sales – Rep A
– Weekly sales – Rep B
– Weekly sales – Rep C
Monthly
commission report
commission report
– Commission – Rep A
– Commission – Rep B
– Commission – Rep C
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