CUSTOM REPORTS IN QBO Custom Field / Class / Location / Project
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HECTOR@GARCIACPA.COM - Built/Updated by Hector Garcia & Matthew Fulton (12/30/19)CUSTOM FIELDSCLASSESLOCATIONSCUSTOMERS:PROJECTSPRODUCTS/SERVICESACCOUNTS
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REPORT GROUPREPORT NAMEReport TypeAs a column in a transaction lineFilterableTotal by (Detail Report) or Column by (Summary Report)As a column in a transaction line of a Detail ReportFilterableTotal by (Detail Report) or Column by (Summary Report)As a column in a transaction line of a Detail ReportFilterableTotal by (Detail Report) or Column by (Summary Report)As a column in a transaction line of a Detail ReportFilterableTotal by (Detail Report) or Column by (Summary Report)
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Business OverviewAudit LogSpecialtyNONONO
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Business OverviewBalance Sheet ComparisonSummaryNONONONOYESNONOYESNONOYESNO
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Business OverviewBalance Sheet DetailDetailNONONOYESYESNOYESYESNOYESNO
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Business OverviewBalance Sheet SummarySummaryNONONONOYESYESNOYESYESNOYESYES
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Business OverviewBalance SheetSummaryNONONONOYESREVIEWNOYESREVIEWNOYESREVIEW
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Business OverviewBudget OverviewSummaryNONONONONONO
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Business OverviewBudget vs. AccrualsSummaryNONONONONONO
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Business OverviewBusiness SnapshotSpecialtyNONONONONOYESNONOYES
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Business OverviewCustom Summary ReportSummaryNONONOYESYESNONOYESNONOYESYES
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Business Overview
Profit and Loss by % of Total Income
SummaryNONONOYESYESYES
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Business OverviewProfit and Loss ComparisonSummaryNONONOYESYESYES
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Business OverviewProfit and Loss DetailDetailNONONOYESYESNOYESYESNOYESYESNO
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Business Overview
Profit and Loss year-to-date Comparison
SummaryNONONOYESYESYES
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Business OverviewProfit and Loss by ClassSummaryNONONOYESYESYES
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Business OverviewProfit and Loss by CustomerSummaryNONONOYESYESYES
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Business OverviewProfit and Loss by LocationSummaryNONONOYESYESYES
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Business OverviewProfit and Loss by MonthSummaryNONONOYESYESYES
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Business OverviewProfit and LossSummaryNONONOYESYESYES
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Business Overview
Quarterly Profit and Loss Summary
SummaryNONONOYESYESYES
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Business OverviewStatement of Cash FlowsSummaryNONONOYESYESYES
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Business Overview
Total Deposits and Payments (Beta)
LinkedNONONO
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Business Overview
Realized Exchange Gains & Losses
SpecialtyNONONO
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Business Overview
Unrealized Exchange Gains & Losses
SpecialtyNONONO
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Sales and Customer
Customer Contact ListListNONONONONOYES
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Sales and Customer
Deposit DetailDetailNONONOYESNONOYESYESNOYESNOYES
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Sales and Customer
Estimates by CustomerDetailYESYESYESNONONOYESYESYESYESYESYES
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Sales and Customer
Income by Customer SummarySummaryNONONONOYESNONOYESNONOYESNO
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Sales and Customer
Inventory Valuation DetailDetailYESNONONONONONONONONONONO
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Sales and Customer
Inventory Valuation SummarySummaryNONONONONONONONONONONONO
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Sales and Customer
Payment Methods ListListNONONONONONONONONONONONO
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Sales and Customer
Products and Services ListListNONONOYESNONONONONONONONO
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Sales and Customer
Physical Inventory WorksheetSummaryNONONONONONONONONONONONO
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Sales and Customer
Sales by Class DetailDetailYESYESNOYESYESYESYESYESYESYESYESYES
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Sales and Customer
Sales by Class SummarySummaryNOYESNONOYESNOYESNOYES
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Sales and Customer
Sales by Customer Detail
DetailYESYESYESYESYESYESYESYESYESYESYESYES
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Sales and Customer
Sales by Customer SummarySummaryNOYESNONOYESNOYESNOYES
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Sales and Customer
Sales by Customer Type Detail
DetailYESYESYESYESYESYESYESYESYESYESYESYES
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Sales and Customer
Sales by Location DetailDetailYESYESYESYESYESYESYESYESYESYESYESYES
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Sales and Customer
Sales by Location SummarySummaryNOYESNONOYESNOYESNOYES
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Sales and Customer
Sales by Product/Service Detail
DetailYESYESYESYESYESYESYESYESYESYESYESYES
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Sales and Customer
Sales by Product/Service Summary
SummaryNOYESNONOYESNOYESNOYES
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Sales and Customer
Time Activities by Customer Detail
DetailNONONOYESYESYESYESYESYESYESYESYES
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Sales and Customer
Transaction List by CustomerDetailYESYESYESNONONOYESYESYESYESYESYES
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Who owes you
Accounts receivable aging Detail
DetailYESYESNONONONOYESYESNOYESYESNO
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Who owes youAccounts receivable SummarySummaryNONONONONONONOYESNONOYESNO
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Who owes youCollections ReportDetailNONONONONONOYESYESNOYESYESNO
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Who owes youCustomer Balance DetailDetailYESYESNOYESYESNOYESYESNOYESYESNO
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Who owes youCustomer Balance SummarySummaryNONONONONONONOYESNONOYESNO
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Who owes youInvoice ListDetailYESYESYESNONONOYESYESYESYESYESYES
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Who owes youInvoice and Received PaymentsDetailNONONONONONOYESNONOYESYESNO
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Who owes youOpen InvoicesDetailYESYESNONONONOYESYESNOYESYESNO
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Who owes youStatement ListDetailNONONONONONONONONOYESYESYES
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Who owes youTerms ListDetailNONONONONONONONONONONONO
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Who owes youUninvoiced chargesDetailNONONOYESYESYESYESYESYESYESYESYES
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Who owes youUninvoiced timeDetailNONONOYESYESYESYESYESYESYESYESYES
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What you owe1099 contractor Balance DetailDetailNONONONONONOYESNONONONONO
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What you owe
1099 contractor Balance Summary
SummaryNONONONONONONONONONONONO
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What you oweAccounts payable aging detailDetailNONONONONONOYESYESNONONONO
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What you owe
Accounts payable aging summary
SummaryNONONONONONONOYESNONONONO
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What you oweBill Payments ListDetailNONONONONONOYESYESYESNONONO
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What you oweBills and applied paymentsLinked/DetailedNONONONONONOYESYESNONONONO
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What you oweUnpaid BillsDetailNONONONONONOYESYESNONONONO
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What you oweVendor Balance DetailDetailNONONONONONOYESYESNONONONO
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What you oweVendor Balance SummarySummaryNONONONONONONOYESNONONONO
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Expenses and vendors
1099 Transactions detail reportDetailNONONONONONONONONONONONO
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Expenses and vendors
Check DetailDetailNONONOYESNONOYESYESNONONONO
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Expenses and vendors
Expenses by Vendor SummarySummaryNONONONOYESYESNOYESYESNOYESYES
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Expenses and vendors
Open Purchase Order ListDetailNONONONONONOYESYESYESNONONO
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Expenses and vendors
Open Purchase Order DetailDetailYESYESYESYESNOYESYESNOYESNONONO
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Expenses and vendors
Purchases by Class DetailDetailNONONOYESYESYESYESYESYESNONONO
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Expenses and vendors
Purchases by Location DetailDetailNONONOYESYESYESYESYESYESYESNONO
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Expenses and vendors
Purchases by Product/Service Detail
DetailNONONOYESYESYESYESYESYESYESYESNO
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Expenses and vendors
Purchases by Vendor DetailDetailNONONOYESYESYESYESYESYESYESNONO
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Expenses and vendors
Transaction List by VendorDetailNONONONONONOYESYESYESNONONO
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Expenses and vendors
Vendor Contact ListListNONONONONONONONONONONONO
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Sales TaxSales Tax Liability ReportsummaryNONONONONONONONONONONONO
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Sales TaxTaxable Sales DetailDetailNONONOYESYESYESNONONOYESYESYES
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Sales TaxTaxable Sales SummarysummaryNONONONOYESNONONOYES
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EmployeesRecent/Edited Time ActivitiesSpecialtyNONONOYESYESNOYESYESNOYESYESNO
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Employees
Time Activities by Employee Detail
DetailNONONOYESYESYESNONONOYESYESYES
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For My AccountantAccount ListlistNONONONONONONONONONONONO
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For My AccountantBalance Sheet comparisonsummaryNONONONOYESNOYESNOYES
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For My AccountantBalance SheetsummaryNONONONOYESNOYESNOYES
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For My AccountantClass ListlistNONONOYESYESNONONONONONONO
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For My AccountantGeneral LedgerDetailNONONOYESYESNOYESYESNOYESNONO
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For My AccountantJournalDetailNONONOYESNONOYESYESNOYESYESNO
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For My AccountantLocation ListlistNONONONONONOYESYESNONONONO
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For My AccountantProfit and Loss ComparisonsummaryNONONONOYESNONOYESNONOYESNO
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For My AccountantProfit and LosssummaryNONONOYESYESYES
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For My AccountantRecent TransactionsSpecialty/DetailYESYESYESNONONOYESYESYESYESYESYES
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For My AccountantRecent Automatic TransactionsSpecialty/DetailYESYESYESNONONOYESYESYESYESYESYES
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For My AccountantReconciliation ReportsSpecialty/DetailNONONONONONONONONONONONO
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For My AccountantRecurring Template ListlistNONONONONONOYESYESYESYESYESYES
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For My AccountantStatement of Cash FlowsummaryNONONONOYESNONOYESNOYES
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For My AccountantTransaction detail by AccountDetailNOYESNOYESYESYESYESYESYESYESYESYES
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For My AccountantTransaction List by DateDetailYESYESYESYESNONOYESYESYESYESYESYES
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For My AccountantTransaction List with SplitsSpecialty/DetailNOYESNOYESYESNOYESYESNOYESYESYES
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For My AccountantTrial Balance
Specialty/summary
NONONONONONONONONONONONO
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