Automated Financial Solutions

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Custom Reporting Services

All QuickBooks Financial software editions come with the ability to generate many of the key reports a business needs to manage their day to day operations.  There may be times, however, when you need help creating a special report in QuickBooks or you may find that standard QuickBooks Reports may not give you the information you need or in the specific format that you need it.

Automated Financial Solutions can either build the special Report you need inside of QuickBooks or can use a third party application or report writer to create the custom report according to your specifications.

Previous Reports Developed Include:

- Commission on Paid invoices
- Reports that compare quantities sold with previous years sales
- Customers with no sales activity for the past 90 days
- Summary General Ledger Report
- Items Ordered by Last Order Date (see sample below)


The Report Center in QuickBooks

Our Custom Reports are built using the QuickBooks ODBC Driver along with following applications and report writing tools:

- Intuit Statement Writer
 -Excel
 - Crystal Reports