QWhat is QuickBooks Advanced Reporting?
Advanced Reporting is a powerful report-building tool included in QuickBooks Enterprise. It can reach virtually any field in your company file, includes a library of customizable templates, and lets you design fully custom reports with control over layout and formatting — so you get exactly the insight you need from live QuickBooks data without exporting to spreadsheets.
QWhich QuickBooks editions include Advanced Reporting?
Advanced Reporting is included in every QuickBooks Enterprise edition — Silver, Gold, Platinum, and Diamond — at no extra cost. Unlike Advanced Inventory and Advanced Pricing, which require Platinum or Diamond, Advanced Reporting comes with all editions. It is not available in QuickBooks Pro, Premier, or QuickBooks Online.
QCan I build completely custom reports?
Yes. You can design reports from scratch — choosing the data fields, adding columns and rows, grouping and subtotaling, and filtering and sorting exactly how you want — or start from a template and modify it. You are not limited to what the built-in reports were designed to show.
QAre there industry-specific report templates?
Yes. Advanced Reporting includes templates aligned to the QuickBooks Enterprise industry editions — contractors, manufacturing and wholesale, nonprofits, retail, and professional services — so the reports common to your industry are a starting point rather than a build-from-scratch task.
QHow is it different from standard QuickBooks reports?
Standard reports are pre-built around specific questions and fixed fields. Advanced Reporting lets you reach across nearly all of your data, combine fields the standard reports don’t, fully control formatting, drill down to detail, and memorize the result — giving you reporting flexibility that canned reports can’t match.
QDo I need Excel to use it?
No. Advanced Reporting runs inside QuickBooks Enterprise and works with live company-file data, so you build and refresh reports without exporting to a spreadsheet. You can still export results when you want to share them, but the analysis itself stays in QuickBooks.
QCan I save and reuse my custom reports?
Yes. You can memorize any report you build so it’s one click away next time. Build your monthly management pack, board package, or job-cost review once, then reproduce it with current data whenever you need it — no rebuilding required.
QIs Advanced Reporting an add-on or included?
It is included in every QuickBooks Enterprise edition at no additional charge — you do not buy it separately. When you purchase any edition through CPAWarehouse at up to 20% off MSRP, Advanced Reporting is part of the package.