CPA_Practice_Advisor_July_2020 - 17

SPONSORED CONTENT

New Reporting Features in QuickBooks
Online Boost Workflow Productivity
HELPING CLIENTS UNDERSTAND their numbers is a continuous focus for accounting professionals, and while there are
several dashboard tools readily available, most of these require
additional downloads, setup, and a learning curve.
That's not the case with Reports in QuickBooks
Online. In addition to tried-and-true, fully customizable P&L and balance sheet reports, there are several
new reporting features to help make it easier for you
to create reports that are easy for your clients to
understand and digest.
"No more data exports and making repetitive edits
in Excel every month!" says Nitin Garg, a product
manager with QuickBooks Online Accountant. "The
new capabilities and enhanced functionality will
help accountants produce necessary reports for their
clients directly from QuickBooks."
Here's a quick list of the new reporting features:
MORE DATA AT YOUR FINGERTIPS: QuickBooks Online is now optimized to load twice as much
general ledger data, so you'll see larger reports at
once - no longer will you have to click "load more" to
view all data for a given period of time. Plus, scrolling through large reports is a breeze thanks to the
performance improvements.
TAKE CTRL-F TO A NEW LEVEL: Now, the
entire browser cache will be searched for data, even
if the information isn't displayed on screen.
ENHANCED NAVIGATION: In detail reports
such as the general ledger, when you drill into a
particular transaction and return back to the report,
QuickBooks now preserves your location so you no
longer have to scroll from the beginning.

ENHANCED REPORT APPEARANCE AND
READABILITY WITH SMART PAGE BREAKS:
The appearance and readability of printed reports is
now greatly improved thanks to intuitive formatting
and page breaks, as well as the option to repeat headers on each report page. For example, when viewing
subtotals or groups of accounts, the new "Smart Page
Breaks" feature puts a break in the appropriate spot,
helping you make better sense of reports.

putting them together
manually. That's now
a thing of the past
with the new "Reorder
Comparison Columns"
functionality. Now, you
can create multiple
comparisons in a single
report and reorder any
columns you'd like, looking at period year-to-date, previous period, previous
year, and previous year-to-date. In addition, you can
now compare previous year-to-date when running
a P&L summary report. This was an enhancement
based on user feedback.

PRESERVE COLLAPSE AND EXPANDED
SECTIONS: You're now able to save collapsed and
expanded sections in customized reports. This means
reports are always presented at just the right
level of depth.

CUSTOMIZE SECTION TITLES TO
MATCH YOUR CLIENT'S BUSINESS:
The days of using Excel to edit section
titles in reports are gone. Now, all
QuickBooks Online users can edit
and change section titles on reports
to match their company's terminologies. Specifically, this can be done
for the P&L and balance sheet
reports, where all section title
changes will automatically
be reflected on both.
Ready to get the ball
rolling? Tap into these
new features now.
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intuit.com/online/

The ProAdvisor
Spotlight is sponsored by

COMPARING REPORTS NOW TAKEN TO
THE NEXT LEVEL: Previously, comparing reports
meant using Excel to export multiple reports and

JULY 2020 ■

www.CPAPracticeAdvisor.com

https://quickbooks.intuit.com/online/ http://www.CPAPracticeAdvisor.com

CPA_Practice_Advisor_July_2020

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