QuickBooks Premier Reports

Profit & Loss Standard (PDF)
How much money did my company make or lose over a specific period of time?

Company Snapshot (PDF)
Get an immediate view into your bottom line all in one page - tailored to your business. Choose the at-a-glance reports that are most important to you- including new reports for yearly expenses and income comparisons, detailed expense and income breakdown, and a top customer list.

Inventory Stock Status by Vendor (PDF)
What is the detailed information about each inventory item, organized by vendor?

Purchases by Item Summary (PDF)
For each item or service, how many has my company bought, and what is the total amount spent?

A/P Aging Detail (PDF)
Which bills are due and overdue?

Profit & Loss Budget Performance (PDF)
How do the actual income and expenses compare to what has been budgeted for the current month and year?

Statement of Cash Flows (PDF)
What was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time?

Income Tax Detail (PDF)
What transactions make up each amount on my company's income tax forms?

Forecast Overview (PDF)
What are my company's forecasted income and expenses each month?

Forecast vs. Actual (PDF)
How did my company's forecast compare with its actual performance?

Closing Date Exception Report (PDF)
What changes were made after the last closing date was set to transactions dated on or before that closing date?

Open Sales Orders by Customer (PDF)
What are the open sales orders for each customer or job?

QuickBooks Premier — Contractor Reports

The following additional reports are available when you select the Contractor version during the installation of Premier Edition.

Job Profitability Detail (PDF)
See which parts of the job are money-makers, and where you need to keep a tight lid on costs.

Expenses Not Assigned to a Job (PDF)
Contractor Edition immediately identifies costs that need to be assigned to a job. With a click, you can classify them properly so you get paid every dollar you're due.

Cost to Complete by Job Detail (PDF)
See how much it will cost you to complete a job. This report also shows you how you're doing compared to your estimated costs, and the expected cost to complete each task.

Job Estimates vs Actuals Detail (PDF)
Accurate estimating is one of the keys to success for any contractor. With Contractor Edition, you'll be able to compare your actual job costs to your estimated costs, either at a summary level for all jobs, or at a detailed level for a particular job.

Job Status (PDF)
Keep your job status information in one place. See where you stand on each job you've bid so you know what your pipeline of new projects looks like, and whether or not you can take on new business.

Job Costs by Job and Vendor Summary (PDF)
You can run reports to see your job costs by vendor, and which vendors still need to be paid.

Billed/Unbilled Hours by Person and Activity (PDF)
With Contractor Edition, you will always know where you stand on billable hours. Reports immediately identify which hours have been billed, which haven't, and which hours are unbillable. See data by person, by person and job, or by person and activity.

QuickBooks Premier — Manufacturing, Wholesale & Distributor Reports

The following additional reports are available when you select the Manufacturing, Wholesale & Distributor version during the installation of Premier Edition.

Profitability by Product Report (PDF)
Keep track of your biggest moneymakers so that you know which products to promote, which MUST be in stock, and which you may want to drop from your line.

Sales by Product Report (PDF)
Use this report to see which products are generating the best sales this month, quarter, year, or whatever time period you designate.

Sales Volume by Customer Report (PDF)
Need to decide whether or not a customer should get a special discount? Use this report to keep track of which customers are buying...and which aren't.

Inventory Reorder Report by Vendor (PDF)
Set optimal inventory levels and run a report of items that need reordering.

Assembly Bill of Materials (BOM) (PDF)
This report shows you the costs and components of an assembled item, including both material items and non-material items—like labor and overhead.

Open Purchase Orders by Item (PDF)
Don't get caught short on important inventory items! This report helps you track which items are on order with your vendors.

Open Sales Orders by Item (PDF)
See which products have been ordered by customers, but not yet shipped. This report helps you make inventory adjustments quickly, and get orders out the door.

Open Sales Orders by Customer (PDF)
Allows you to track open orders by customer so you can ensure that your most important customers get the products they need.

Returned Materials Authorization (RMA) (PDF)
This form will help you efficiently capture key data on which products are being returned, which customers are returning them, and why.

Non-conforming Materials Worksheet (PDF)
Received goods from your vendor that are damaged or don't meet your specifications? Use this form to document which materials are being returned, and why.

Damaged Goods Log (PDF)
If you ever need to discard inventory items, the Damaged Goods Log will help you track what was thrown out so that you can adjust your QuickBooks inventory accordingly.

Physical Inventory Worksheet (PDF)
When it's time to count inventory, print out this worksheet for employees to record the actual quantity on the shelves. These forms can then be used to adjust the QuickBooks inventory figures.

Export your QuicksBooks Data (PDF)
Export your QuickBooks data to new or existing Excel spreadsheets with all formulas intact. Use Excel to make global changes in one step, and then re-import the data back into QuickBooks.

QuickBooks Premier — Nonprofit Reports

The following additional reports are available when you select the Nonprofit version during the installation of Premier Edition.

Donor Contribution Summary Report (PDF)
How much has each donor contributed throughout the year?

Biggest Donors/Grants (PDF)
Who are my biggest donors and what were their total contributions?

Budget vs. Actual by Program / Projects (PDF)
How much money was contributed and spent on each program versus what was budgeted?

Statement of Financial Income and Expense (PDF)
What money came in (income) and how it was spent (expense)?

Statement of Functional Expenses (Form 990) (PDF)
What are my expenses and how can I show that information to my board, major donors, and the IRS?

QuickBooks Premier — Professional Services Reports

The following additional reports are available when you select the Professional Services version during the installation of Premier Edition.

Project Status (PDF)
What is the status of all active projects?

Cost to Complete by Job Detail (PDF)
What is the expected cost to complete a particular job, and what should it cost to complete each item of that job? How much is each item over or under estimate?

Billed/Unbilled Time by Person (PDF)
How much time has each employee or subcontractor worked? What is the billable status of that time?

Project Costs Detail (PDF)
What expenses has my company incurred for each project?

Job Costs by Vendor and Job Summary (PDF)
What are my company's job-related expenses for each vendor, subtotaled by job?

Unbilled Expenses by Project (PDF)
What expenses incurred for each project haven't been billed?

QuickBooks Premier — Retail Reports

The following additional reports are available when you select the Retail version during the installation of Premier Edition.

Profit & Loss Monthly Comparison (PDF)
How does my company's profit and loss for this month compare to last month?

Purchase Volume by Vendor (PDF)
From which vendors does my company purchase the most goods?

Customer Payments by Payment Item (PDF)
What methods are my customers using to provide payment? What are the monthly payments trends from the past year?

Vendor Returns Detail (PDF)
What goods are most commonly returned to each vendor?

Inventory Stock Status by Vendor (PDF)
What is the detailed information about each inventory item, organized by vendor?

Time by Item (PDF)
How much time has my company spent on each service we provide?