QuickBooks Desktop Custom Reports Matrix by Hector@GarciaCPA.com - Last Update 020818
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Custom Summary ReportTransaction Detail ReportQuestions/Sugestions: HECTOR@GARCIACPA.COM
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orig. orderDATA FIELDRowColumnFilterField (Sortable)Total byFilterFilter Type & OptionsHector's Notes
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1Customer:Jobxxx** See NAME Filter
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2Customer TypexxxxxDrop-Down (Multiple Allowed)
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3Vendorxxx** See NAME Filter
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4Vendor TypexxxxxDrop-Down (Multiple Allowed)
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Payee (or Source Name)
xxxx** See NAME Filter
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6NamexxDrop-Down: Customers, Vendors, Employees, Other (Multiple Allowed)
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7Employeexxx** See NAME Filter
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8Other Name** See NAME Filter
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9Item (or Item Detail)xxxxxxDrop-Down: Service, Inventory, parts, assembly, payments, sales tax, and individual (Multiple Allowed)
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10Item Typexxx
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11Inventory SitexxxxxDrop-Down (Multiple Allowed)QBES Platinum Only
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12AccountxxxxxxDrop-Down (Multiple Allowed)
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13RepxxxxxDrop-Down (Multiple Allowed)
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14ClassxxxxxxDrop-Down (Multiple Allowed)
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15Ship Via (or Via)xxxxxDrop-Down (Multiple Allowed)
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16TermsxxxxxDrop-Down (Multiple Allowed)
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17Payment MethodxxxxxxDrop-Down (Multiple Allowed)
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18Sales Tax CodexxxxxxDrop-Down (Multiple Allowed)
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19Payroll ItemxxxxxxDrop-Down (Multiple Allowed)Payroll Related
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20Day xx** See DATE filterBased on Transaction Date (Accrual) or modified to payment date for Invoices/Bills (cash basis)
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21Weekxx** See DATE filter"
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22Two Weekxx** See DATE filter"
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23Four Weekxx** See DATE filter"
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24Half Monthxx** See DATE filter"
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25Monthxx** See DATE filter"
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26Quarterxx** See DATE filter"
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27Yearxx** See DATE filter"
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28Balance Sheetxxx
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29Summary Balancexxx
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30Income Statementxxx
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31Tax Linexxx
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32Aging (Number of Days)xxxAmount: Any, Equals, More Than, Less ThanAffected by ADVANCED FILTER
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Amount (line/transaction)
xxxAmount: Any, Equals, More Than, Less Than. In Between
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34Billing StatusxxxChoose: Any, Not Billable, Unbillable, Billed
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35Cleared (Clr)xxChoose: Any, Cleared (Reconciled), Not Cleared
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36DatexxxDrop-Down Calendar
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37Detail LevelxxChoice: All, Summary Only, All except Summary
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38Due DatexxxDrop-Down Calendar
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Entered/Last Modified Date
xxxDrop-Down Calendar
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40Estimate ActivexxxChoose: Either, No, Yes
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41FOBxxxFree Text
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42Is Adjustment (Adj)xxxChoose: Either, No, Yes
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43Job StatusxxChoice: All, None, Pending, Awarded, In Progress, Closed, Not Awarded
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44Job TypexxDrop Down
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45MemoxxFree Text
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Name Note & Acct. Number
xxxFree Text
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47Name AddressxxxFree Text
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48Name CityxxxFree Text
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49Name E-mailxxxFree Text
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50Name Fax NumberxxxFree Text
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51Name Phone NumberxxxFree Text
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52Name StatexxxFree Text
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53Name Street1xxxFree Text
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54Name Street2xxxFree Text
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55Name ZipxxxFree Text
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56Name Contactx
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57NumberxxxNumber or Range
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58Online StatusxxChoice: All, Online to send, Online Sent, Any Online Not OnlineBank Feeds Direct Connect only
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59Other 1xxxFree TextEstimates, Sales Orders, Invoices, Sales Receipts, and Purchase Orders only
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60Other 2xxxFree TextEstimates, Sales Orders, Invoices, Sales Receipts, and Purchase Orders only
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61P.O. NumberxxFree TextEstimates, Sales Orders, Invoices, and Sales Receipts only
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62Paid StatusxxxChoice: Either, Closed, OpenAccrual Reports Only
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63Paid ThroughxxxDrop-Down CalendarPayroll Related
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64Pay Period Begin DatexxxDrop-Down CalendarPayroll Related
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65Pay Period End DatexxxDrop-Down CalendarPayroll Related
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66Payroll ytd detailxxx
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67Posting StatusxxChoice: Either Posting, Non-posting
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Preferred Delivery Method
xxxChoice: All, E-mail, None, Mail
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69Preferred VendorxxDrop-Down (Multiple Allowed)Only for item-based transactions
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70Printed StatusxxxChoice: Either, Printed, To be Printed
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71ReceivedxxChoice: Either, Yes, NoPurchase Orders Only
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72Serial NumberxxxChoice: Any, No Blanks, Blanks Only, Contains ____QBES Platinum Only
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73Ship DatexxxDrop-Down CalendarSales forms only
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74TemplatexxDrop-Down (Multiple Allowed)
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75Transaction TypexxxDrop-Down (Multiple Allowed)
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76VoidedxxChoice: Either, No, Yes
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77Worker's Comp CodexxxDrop-Down (Multiple Allowed)Payroll Related
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78Zero QOHxxCheckmark: Hide zero qty on hand?
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79Zero Reorder QtyxxCheckmark: Hide zero reorder qty?
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80Downloaded Paymentsx
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81Trans #x
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82Deliv Datex
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83Billed Datex
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83SSN/Tax IDxVendors
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84Item Descriptionx
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85Income Subject to TaxxPayroll Related
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86Wage BasexPayroll Related
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87Wage Base (tips)xPayroll Related
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88Splitx
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89Open BalancexAffected by ADVANCED FILTER
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90Qtyx
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91U/MxUnit of Measure
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92Sales pricex
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93Debitx
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94Creditx
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95Balancex
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96Tax Table VersionxPayroll Related
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97User Edit?x
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