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With QuickBooks custom reports, you get the business intelligence you need to save hours of time and make more informed business decisions.Contact us
With custom reports, PNATC can provide you with the tools you need to gain transparency with your data so you can make smarter, more informed business decisions.
Whether you need custom dashboards, reports or excel spreadsheets, our team can assist you in getting the necessary data you need without needing to manually combine multiple reports or excel sheets.
Let us develop dashboards for you using Microsoft Power BI, or help you integrate one of the many reporting add-ons. Gain deeper insight into your business performance that informs your decision-making. PNATC will add clarity and insight to your business.
We created this custom QuickBooks report for a building materials company who purchases internationally. The report was customized to show invoice line items for a specified time frame, and contains information on:
This report was created for an international building materials company. It gave them a customized report of all sales order line items and their disposition, including:
This report provides complete life cycle information for each sales order line item all in one place.
We customized a commission report for a recruiting company, who pay their staff commission based on placing workers.
The commission used to be done in a separate program where they had to manually re-enter sales data that they were already putting into their accounting software, so they were doubling up the work.
By integrating the two programs, the work was done is half the time.
Because QuickBooks doesn’t allow you to set ‘required’ fields for data entry, employees a recruiting company sometimes either didn’t put in information or they entered incorrect data.
The newly customized report allows them to quickly find transactions that have missing or bad data without having to manually review each transaction, saving them hours of work and increasing accuracy.
"WOW! Kristin was a superb teacher. She explained each task so that we understood but were not overwhelmed. And she has a relaxed and humorous manner that made a potentially scary (or boring) subject readily accessible. I am so glad I took this class!"
"Alex did a great job. He was very responsive and had an in-depth understanding of our requirements. I would definitely use Alex and Presti & Naegele's Accounting Technology Consultants group again."
"Mr. Trudeau's knowledge of accounting as well as Quickbooks is extraordinary. He instructed me in how to use Quickbooks while he unraveled accounting errors. His instruction and assistance have saved my company time and money."
Many clients are frustrated with entering data manually or repeating information. Imagine your reports giving you data the way you need it.Call us today for a consultation!