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Built by: Hector Garcia (HECTOR@GARCIACPA.COM)
Matthew Fulton (mfulton@parkwaymail.com)
Last Update (05/08/2021)
CUSTOM FIELDS (QBO ADV)CLASSESLOCATIONSCUSTOMERS:PROJECTSPRODUCTS/SERVICESVENDORSACCOUNTSTAGS or TAG GROUP
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OrderGroupREPORT NAMEReport TypeAs a field/column (detail reports only)FilterableTotal by (Detail Report) or Column by (Summary Report)As a field/column (detail reports only)FilterableTotal by (Detail Report) or Column by (Summary Report)As a field/column (detail reports only)FilterableTotal by (Detail Report) or Column by (Summary Report)As a field/column (detail reports only)FilterableTotal by (Detail Report) or Column by (Summary Report)As a field/column (detail reports only)FilterableTotal by (Detail Report) or Column by (Summary Report)As a field/column (detail reports only)FilterableTotal by (Detail Report) or Column by (Summary Report)As a field/column (detail reports only)FilterableTotal/Group by (Detail Report) or Column by (Summary Report)As a field/column (detail reports only)FilterableTotal by (Detail Report) or Column by (Summary Report)
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1Business OverviewAudit LogSpecialtyNONONONONONONONONONONONONONONONONONONONONO
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2Business OverviewBalance Sheet ComparisonSummaryNONONONOYESNONOYESNONOYESNONOYESNONOYESNONONONO
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3Business OverviewBalance Sheet DetailDetailNONONOYESYESNOYESYESNOYES (NAME)YESNONONONOYES (NAME)YESNONONONO
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4Business OverviewBalance Sheet SummarySummaryNONONONOYESYESNOYESYESNOYESYESNOYESYESNOYESYESNOYESNO
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5Business OverviewBalance SheetSummaryNONONONOYESYESNOYESYESNOYESYESNOYESYESNOYESYESNONONO
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6Business OverviewBudget OverviewSummaryNONONONONONONONONONONONONONONONONONONOYESNO
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7Business OverviewBudget vs. AccrualsSummaryNONONONONONONONONONONONONONONONONONONOYESNO
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8Business OverviewBusiness SnapshotSpecialtyNONONONONOYESNONOYESNO
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9Business OverviewCustom Summary ReportSummaryNONONOYESYESNONOYESNONOYESYESNONONOYES
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10Business OverviewProfit and Loss by % of Total IncomeSummaryNONONONOYESNOYESNOYESNONONOYES
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11Business OverviewProfit and Loss ComparisonSummaryNONONONOYESNOYESNOYESNONONO
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12Business OverviewProfit and Loss DetailDetailNONONOYESYESNOYESYESNOYESYESNO
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13Business OverviewProfit and Loss year-to-date ComparisonSummaryNONONONOYESNOYESNOYESNONONO
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14Business OverviewProfit and Loss by ClassSummaryNONONONOYESNOYESNOYESNONONO
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15Business OverviewProfit and Loss by CustomerSummaryNONONONOYESNOYESNOYESNONONO
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16Business OverviewProfit and Loss by LocationSummaryNONONONOYESNOYESNOYESNONONO
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17Business OverviewProfit and Loss by MonthSummaryNONONONOYESNOYESNOYESNONONO
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18Business OverviewProfit and LossSummaryNONONONOYESNOYESNOYESNONONONONOYES
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19Business OverviewProfit and Loss by Tag GroupSummaryNONONONOYESNOYESNOYESNOYESNOYESNOYESNOYESYES
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20Business OverviewQuarterly Profit and Loss SummarySummaryNONONONOYESNOYESNOYESNONONO
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21Business OverviewStatement of Cash FlowsSummaryNONONONOYESNOYESNOYESNONONO
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22Business OverviewTotal Deposits and PaymentsLinkedNONONO
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23Business OverviewRealized Exchange Gains & LossesSpecialtyNONONONOYESNONOYESNOYES (NAME)YESYes (NAME)NOYESNOYES (NAME)YESYes (NAME)NOYESNO
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24Business OverviewUnrealized Exchange Gains & LossesSpecialtyNONONONONONONONONONONONONONONONONONONONONO
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25Sales and CustomerCustomer Contact ListListNONONONONOYES
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26Sales and CustomerDeposit DetailDetailNONONOYESNONOYESYESNOYESNOYES
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27Sales and CustomerEstimates by CustomerDetailYESYESNONONOYESYESYESYESYESYES
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28Sales and CustomerIncome by Customer SummarySummaryNONONONOYESNONOYESNONOYESNONONONO
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29Sales and CustomerInventory Valuation DetailDetailYESNONONONONONONONONONONO
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30Sales and CustomerInventory Valuation SummarySummaryNONONONONONONONONONONONONONONO
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31Sales and CustomerPayment Methods ListListNONONONONONONONONONONONO
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32Sales and CustomerProducts and Services ListListNONONOYESNONONONONONONONO
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33Sales and CustomerPhysical Inventory WorksheetSummaryNONONONONONONONONONONONONONONO
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34Sales and CustomerSales by Class DetailDetailYESYESNOYESYESYESYESYESYESYESYESYES
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35Sales and CustomerSales by Class SummarySummaryNOYESNONOYESNOYESNOYESNONONO
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36Sales and CustomerSales by Customer DetailDetailYESYESYESYESYESYESYESYESYESYESYES
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37Sales and CustomerSales by Customer SummarySummaryNOYESNONOYESNOYESNOYESNONONO
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38Sales and CustomerSales by Customer Type DetailDetailYESYESYESYESYESYESYESYESYESYESYES
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39Sales and CustomerSales by Location DetailDetailYESYESYESYESYESYESYESYESYESYESYES
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40Sales and CustomerSales by Location SummarySummaryNOYESNONOYESNOYESNOYESNONONO
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41Sales and CustomerSales by Product/Service DetailDetailYESYESYESYESYESYESYESYESYESYESYES
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42Sales and CustomerSales by Product/Service SummarySummaryNOYESNONOYESNOYESNOYESNONONO
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43Sales and CustomerTime Activities by Customer DetailDetailNONONOYESYESYESYESYESYESYESYESYES
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44Sales and CustomerTransaction List by CustomerDetailYESYESNONONOYESYESYESYESYESYES
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45Sales and CustomerTransaction List by Tag GroupDetailYESYESNONONONOYESYESYESYESYESYESNONONOYESNONOYESYESYESYESNOYES
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46Who owes youAccounts receivable aging DetailDetailYESYESNONONONOYESYESNOYESYESNO
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47Who owes youAccounts receivable SummarySummaryNONONONONONONOYESNONOYESNONONONO
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48Who owes youCollections ReportDetailNONONONONONOYESYESNOYESYESNO
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49Who owes youCustomer Balance DetailDetailYESYESNOYESYESNOYESYESNOYESYESNO
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50Who owes youCustomer Balance SummarySummaryNONONONONONONOYESNONOYESNONONONO
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51Who owes youInvoice ListDetailYESYESNONONOYESYESYESYESYESYES
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52Who owes youInvoice and Received PaymentsDetailNONONONONONOYESNONOYESYESNO
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53Who owes youOpen InvoicesDetailYESYESNONONONOYESYESNOYESYESNO
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54Who owes youStatement ListDetailNONONONONONONONONOYESYESYES
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55Who owes youTerms ListDetailNONONONONONONONONONONONO
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56Who owes youUninvoiced chargesDetailNONONOYESYESYESYESYESYESYESYESYES
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57Who owes youUninvoiced timeDetailNONONOYESYESYESYESYESYESYESYESYES
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58What you owe1099 contractor Balance DetailDetailNONONONONONOYESNONONONONO
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59What you owe1099 contractor Balance SummarySummaryNONONONONONONONONONONONONONONO
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60What you oweAccounts payable aging detailDetailNONONONONONOYESYESNONONONO
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61What you oweAccounts payable aging summarySummaryNONONONONONONOYESNONONONONONONO
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62What you oweBill Payments ListDetailNONONONONONOYESYESYESNONONO
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63What you oweBills and applied paymentsLinked/DetailedNONONONONONOYESYESNONONONO
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64What you oweUnpaid BillsDetailNONONONONONOYESYESNONONONO
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65What you oweVendor Balance DetailDetailNONONONONONOYESYESNONONONO
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66What you oweVendor Balance SummarySummaryNONONONONONONOYESNONONONONONONO
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67Expenses and vendors1099 Transactions detail reportDetailNONONONONONONONONONONONO
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68Expenses and vendorsCheck DetailDetailNONONOYESNONOYESYESNONONONO
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69Expenses and vendorsExpenses by Vendor SummarySummaryNONONONOYESYESNOYESYESNOYESYESNONONO
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70Expenses and vendorsOpen Purchase Order ListDetailNONONONONONOYESYESYESNONONOYES
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71Expenses and vendorsOpen Purchase Order DetailDetailYESYESNOYESNOYESYESNOYESNONONO
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72Expenses and vendorsPurchases by Class DetailDetailNONONOYESYESYESYESYESYESNONONO
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73Expenses and vendorsPurchases by Location DetailDetailNONONOYESYESYESYESYESYESYESNONO
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74Expenses and vendorsPurchases by Product/Service DetailDetailNONONOYESYESYESYESYESYESYESYESNO
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75Expenses and vendorsPurchases by Vendor DetailDetailNONONOYESYESYESYESYESYESYESNONO
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76Expenses and vendorsTransaction List by VendorDetailNONONONONONOYESYESYESNONONO
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77Expenses and vendorsVendor Contact ListListNONONONONONONONONONONONO
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78Sales TaxSales Tax Liability ReportsummaryNONONONONONONONONONONONONONONO
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79Sales TaxTaxable Sales DetailDetailNONONOYESYESYESNONONOYESYESYES
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80Sales TaxTaxable Sales SummarysummaryNONONONOYESNONONOYESNONONO
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81EmployeesRecent/Edited Time ActivitiesSpecialtyNONONOYESYESNOYESYESNONOYESNONOYESNONOYESNONONONO
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82EmployeesTime Activities by Employee DetailDetailNONONOYESYESYESNONONOYESYESYES
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83For My AccountantAccount ListlistNONONONONONONONONONONONO
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84For My AccountantBalance Sheet comparisonsummaryNONONONOYESNOYESNOYESNONONO
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85For My AccountantBalance SheetsummaryNONONONOYESNOYESNOYESNONONO
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86For My AccountantClass ListlistNONONOYESYESNONONONONONONO
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87For My AccountantGeneral LedgerDetailNONONOYESYESNOYESYESNOYESNONO
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88For My AccountantJournalDetailNONONOYESNONOYESYESNOYESYESNO
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89For My AccountantLocation ListlistNONONONONONOYESYESNONONONO
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90For My AccountantProfit and Loss ComparisonsummaryNONONONOYESNONOYESNONOYESNONONONO
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91For My AccountantProfit and LosssummaryNONONONOYESNONOYESNOYESNONONOYESYES
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92For My AccountantRecent TransactionsSpecialty/DetailYESYESNONONOYESYESYESYESYESYES
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93For My AccountantRecent Automatic TransactionsSpecialty/DetailYESYESNONONOYESYESYESYESYESYES
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94For My AccountantReconciliation ReportsSpecialty/DetailNONONONONONONONONONONONO
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95For My AccountantRecurring Template ListlistNONONONONONOYESYESYESYESYESYES
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96For My AccountantStatement of Cash FlowsummaryNONONONOYESNONOYESNOYESNONONO
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97For My AccountantTransaction detail by AccountDetailNOYESNOYESYESYESYESYESYESYESYESYES
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98For My AccountantTransaction List by DateDetailYESYESYESNONOYESYESYESYESYESYES