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Reports in QuickBooks

Setting up and Using Reports in Quickbooks

Quickbooks has many reports, both standard reports and reports that you can create yourself. This article is about self-created reports specifically directed at keeping track of upholstery projects in progress.

Here is a list of jobs in progress, which is called a Work Flow Chart. This list could also be called a list of invoices that have money not yet paid. Since we don't give credit, every open invoice with an unpaid balance is automatically added to this list. Whenever the job is paid in full, then that job is automatically removed from this list. 

Below is a report showing the list of items that need to be ordered. This list is automatically generated every time a new Work Order is created. The Items on the list are pulled from the Orders Items, as explained on "Setting Up Items in QuickBooks".