Intuit Statement Writer wins The Sleeter Group's 2011 Awesome Add-Ons for QuickBooks Award!
Read the Article
Intuit® QuickBooks®
Statement Writer
Streamline your workflow by creating and customizing advanced statements and documents
- Save time and improve data accuracy using the "live link" between QuickBooks Accountant and Microsoft Excel[1] and Word[1]
- Edit and format statements and documents using many of the Microsoft Excel and Word commands you already know
- One button updates makes creating new statements faster than ever
- Compile documents and statements into PDF format[2] to present professional reports
- Design your own custom statement and document templates that can be reused with any number of clients
- Compatible with Microsoft Office 2003, 2007 and 2010 [1]
— Debbie Kilz
Features and Benefits
QuickBooks Statement Writer combines the best of QuickBooks with the best of Excel[1] to give you financial statements faster than ever before with zero data translation errors.
Increase Your Productivity
- Consistently create accurate statements quickly
- Eliminate data entry errors using our one click data update feature
- See the "numbers behind the numbers" from within your statements using QuickZoom to locate comprising transactions in QuickBooks
- Save time by eliminating repetitive data entry and formatting
- Generate supporting documents such as letters in Microsoft Word[1] using bundled templates
- Use our library of letters and documents or add your own
- Create your own engagement and cover letters in Word[1]
- Bring QuickBooks and statement data into your letters
- Work more efficiently using enhanced formatting features
- Zero balance suppression
- Show or hide inactive accounts, decimals, negative number formats, and more
Expand Your Services to Your Clients
- Show your clients how their business is doing by preparing highly customized reports
- Date ranges that align with your client's business, including 4-week months or 13 week quarters
- Reports can be created by one or more class and/or job, or combine classes and jobs that fit your client's needs
- Leverage Excel[1] features such as charts and pivot tables to help clients better understand the numbers
- Seamlessly share your reports with clients using Excel, Word or PDF documents[1][2]
Customize Your Statements and Reports
- Save time formatting reports the way you need them
- Add third-party or custom letters to your reports
- Customize templates once and reuse them with other clients
- Use the Template Designer to format your reports
- Easy to manipulate your account data the way you want to use it
- Compile documents and statements into PDF format[2] to present professional reports (no PDF writer required)
- More formatting options including headers, footers and pagination
Product Support
Accountant Community
Connect
with other QuickBooks Accountant users, Accountants and experts to ask questions and share advice.
Go to the Accountant Community
Free Support[3]
http://accountant.intuit.com/helpme
Financial Statement Designer
Key differences between the Financial Statement Designer
and the Intuit Statement Writer 2011
Download Financial Statement Designer 2010 (for QuickBooks Accountant 2010)
Download Financial Statement Designer 2009 (for QuickBooks Accountant 2009)
Convert your Financial Statement Designer files to Intuit Statement Writer
2011 Intuit Statement Writer Conversion File
2010 Intuit Statement Writer Conversion File
Product Tutorials
- Getting started with Intuit Statement Writer
- Deleting Statements
- Combining or Grouping Accounts
- Exporting Statements to Excel
- Using Class and Job Filters
- Creating a Memorized Template
- Designing Rows
- Designing Columns
- Designing Headers and Footers
- Modifying Headers and Footers
- Separating Accounts
- Working with Row Functions
- Working with Column Functions
- Modifying Cell Properties
- Changing Report Properties
- Saving to Network
- Modifying Statement Properties
- Sample Financial Statements
See How it Works with Quick Videos
FAQs
- What is the difference between QuickBooks Statement Writer and the Excel® Export capabilities in QuickBooks?
- How does QuickBooks Statement Writer interact with Excel?®
- How does the QuickBooks Statement Writer work on network drives?
- How can I unlock cells in a QuickBooks Statement Writer report?
- How do I convert the Financial Statement Designer statements into QuickBooks Statement Writer statements?
- I receive a security warning from Excel when I open a QuickBooks Statement Writer file. What should I do?
General Information
-
What is the difference between QuickBooks Statement Writer and the Excel® Export capabilities in QuickBooks?
Excel Export feature will allow you to export selected QuickBooks reports to Excel, perform simple customization, and allow those reports to be refreshed from within Excel when the underlying data changes. QuickBooks Statement Writer, on the other hand, provides you with several financial statement and document templates to start with, allows customization such as combining or moving accounts, formatting, changing statement headers, attaching documents, and refreshing as needed from within Excel. QuickBooks Statement Writer allows multiple statements and letters to be printed into a single PDF archive.
-
How does QuickBooks Statement Writer interact with Excel?®
QuickBooks Statement Writer is an Excel Add-On program. Just like running "macros", Add-Ons are programs written in languages such as C# that run inside Excel. Add-On programs are very useful for users of Excel, but they also impose restrictions, most notably, the "alt-backspace" or "Ctrl-Z" undo functionality may not work at times. Nevertheless, the benefits far outweigh the restrictions, and QuickBooks Statement Writer takes advantage of Excel's capabilities to bring powerful functionality to the users. Behind the scenes, QuickBooks Statement Writer communicates with QuickBooks 2010, to bring data into Excel.
-
How does the QuickBooks Statement Writer work on network drives?
Network drives will automatically be configured by QuickBooks Statement writer when they are in use. In certain cases, this configuration may require assistance from Intuit support.
-
How can I unlock cells in a QuickBooks Statement Writer report?
QuickBooks Statement Writer locks cells that contain QuickBooks data to preserve their integrity. However, blank rows and columns may be added for custom information that needs to be entered. Unlocking the cells using "hacker" programs available on the Internet is not advised. With 2011, you may insert blank rows and columns that using the Template Designer.
-
How do I convert the Financial Statement Designer statements into QuickBooks Statement Writer statements?
A conversion tool for the Financial Statement Designer statements is available on Intuit's website.
-
I receive a security warning from Excel when I open a QuickBooks Statement Writer file. What should I do?
Microsoft Excel displays a security warning each time you open a QuickBooks Statement Writer file because QuickBooks Statement Writer files have a unique format. QuickBooks Statement Writer files are safe to open with Excel. When this warning, appears, simply select the "Yes" button.
- Requires Microsoft Office 2003 (Professional or Enterprise Editions only), any 2007 or 2010.
- With Windows XP or Vista, Adobe Acrobat 5 or greater required; with Windows 7, Adobe Acrobat 9 reader required.
