Tax Guru – Ker$tetter Letter

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QuickBooks Financial Statements

Posted by taxguru on May 19, 2005

Q:

I am a CPA using QuickBooks.  I am looking for a way to have better looking financial statements than I can get in QuickBooks.  Do you have a recommendation for a product?

Thanks.

 

A:

I’m sorry but I don’t have any add-on products to recommend.

If you are using a version of QuickBooks from before 2005, you may want to check out the latest one.  They have incorporated the financial statement designer program into it rather than have it as a separate stand-alone program.  With it, as well as the ability to export reports to Excel, I have yet to be unable to produce the kinds of reports I need.

Good luck.

Kerry Kerstetter

Follow-Up:

Kerry,

Thanks for your response.  I am trying to do the links with Excel.  It is working ok but if new accounts are added it will have to be worked on.  The reports do look nice.

Thanks.

 

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