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Reports

This section discusses various reports that are available in QuickBooks as well as instructions for creating reports that do not automatically come within the software.

QuickBooks 2011 – New Balance Sheet by Class Report – Part 5

The Balance Sheet by Class Report was first introduced with QuickBooks 2011, however, it is also available in QuickBooks 2012, 2013, and 2014; has specific requirements for handling many or our normal day-to-day transactions. A Sales Tax Liability check, causes the amount of the payment to display in the Unclassified column of the Balance Sheet by Class Report - a Journal Entry is required to correct it.
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QuickBooks 2011 – New Balance Sheet by Class Report – Part 4

The Balance Sheet by Class Report was first introduced with QuickBooks 2011, however, it is also available in QuickBooks 2012, 2013, and 2014; has specific requirements for handling many or our normal day-to-day transactions. Another limitation of the Balance Sheet by Class report that I was disappointed in is that payroll liability payments to classes are not automatically allocated and must be manually done by the user.
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QuickBooks 2011 – New Balance Sheet by Class Report – Part 3

The Balance Sheet by Class Report was first introduced with QuickBooks 2011, however, it is also available in QuickBooks 2012, 2013, and 2014; has specific requirements for handling many or our normal day-to-day transactions. In this article, we'll discuss one of the limitations of the Balance Sheet by Class Report that I was most disappointed in - and that is being unable to assign multiple classes in timesheets and then ultimately in paychecks.
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QuickBooks 2011 – New Balance Sheet by Class Report – Part 2

The Balance Sheet by Class Report was first introduced with QuickBooks 2011, however, it is also available in QuickBooks 2012, 2013, and 2014; has specific requirements for handling many or our normal day-to-day transactions. The first limitation that we will discuss is Journal entries with “unbalanced” classes. This limitation will affect CPA's and other accounting professionals; and will require that they change the manner in which they create journal entries in client files.
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QuickBooks 2011 – New Balance Sheet by Class Report – Part 1

The Balance Sheet by Class Report was first introduced with QuickBooks 2011, however, it is also available in QuickBooks 2012, 2013, and 2014; has specific requirements for handling many or our normal day-to-day transactions. A Balance Sheet by Class Report has been requested by many QuickBooks users and the accounting professionals, it is not without limitations and drawbacks, making this a report that will be able to be used by some companies and in some instances but not all.
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QuickBooks 2011 New & Improved Purchase Order Reporting

First introduced in QuickBooks 2011, however, also available in QuickBooks 2012, 2013, and 2014. Intuit has finally fixed the Purchase Order Reporting to ACCURATELY display open balances, without a lot of additional manipulation by the user. My overall opinion is that for any company that issues Purchase Orders, this is a marked improvement in the overall functionality of QuickBooks.
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QuickBooks 2011 – New Sales by Ship To Address Report

First introduced in QuickBooks 2011, however, also available in QuickBooks 2012, 2013, and 2014 Retailers could modify this report and filter it by specific item to see which item is popular in which Cities and States. This information could then be used to determine which items they should discontinue or which items are the most popular so they could run a "sales promotion" on those items focused on specific cities and states.
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QuickBooks 2011 – New Average Days to Pay Report

First introduced in QuickBooks 2011, however, also available in QuickBooks 2012, 2013, and 2014 The Average Days to Pay report lists paid invoices and statement charges; grouped by customer and job, and the number of days that it took the customer to pay. I can see that the Average Days to Pay Report would be a useful tool in helping all businesses, not just contractors, determine their projected cash flow.
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About Your Host:

Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

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