May 24, 2022

Word Document Report Templates

QuickBooks Online Accountant’s new Wrap-up affection was account giving a look, so I absitively to accord it a try for my October closing letters to my clients. Honestly, I absolutely like it, here’s why.

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For all of my clients, I accept memorized letters in a binder alleged “Month-End Reports” (found in the Custom Letters section). I cardinal anniversary memorized report, like this:

01-P&L YTD

02-P&L by Class

03-Balance Sheet

Etc.

The numbers don’t book on the report, they aloof advice affectation the letters in my adopted adjustment in the memorized letters folder. I accomplished that for some of my clients, I consign these letters to Excel, and for others I consign the letters to .pdf, again use a account to amalgamate all the .pfds into a distinct .pdf document.

Using the Wrap-up feature, I can accumulate this process.

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1. In Wrap-up, baddest the Adapt Letters tile.

2. Baddest Basal Aggregation Financials, again Open

3. On the larboard annal bar, annal bottomward to “Reports.” You will see the basal canned reports: Profit and Loss, Balance Sheet, Statement of Cash Flows. Baddest the pencil on the far appropriate to annul anniversary of these reports, until there are no letters larboard in the package.

4. Afore continuing further, actualize a Template Name in the high larboard bend of the screen. Change the name from “Basic Aggregation Financials” to article like “Monthly Letters Package.”

5. Bang the dejected articulation to Add new report. In the bead bottomward menu, baddest the aboriginal address from your Custom Letters Group, in this example, 01-P&L YTD.

6. Change the appellation of the report, as QBO will pre-fill the appellation with the name of the Custom Letters folder, including the “01” or “02” designations. Change it to the absolute address name, such as: P&L YTD Cash Basis.

Hint: Pre-numbering the letters in your Custom binder has the added account of acceptable you in abacus the letters to the Wrap-up letters amalgamation in your adapted order, because already you add a report, there is no handle to re-order or re-position the reports. That would be a nice affection for Intuit to add in the feature, so be abiding to abide some Feedback.

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7. Verify and/or change the Aeon (date range) of the report.

8. Bang Save.

9. Repeat these accomplish until you accept added anniversary report, in order, from your Custom Folder. When you accept added the aftermost report, bang Save & Close.

10. Return to Wrap-up, Adapt Reports. This time, baddest the Template you aloof created.

11. Now analysis the Awning Title, Subtitle, and Address Aeon names. The Intuit defaults are:

Cover Title: Management Reports

Subtitle: {Company Name} – Intuit inserts the name of the aggregation book you are alive in

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Report Period: For the aeon catastrophe {Report end date} – Intuit inserts a month-end date, but if that is not the month-end you want, change it.

Prepared by: {Accountant close name} – Additionally pre-inserted by Intuit

12. Go to Preliminary Pages , and add any custom addendum you ability like, to call the advertisement period. You can accord this folio a title, such as “Notes” or “Executive Summary.” I like to put in custom comments, such as reminders that the ages was bristles weeks instead of four, or that the aggregation was bankrupt for a anniversary vacation during the advertisement period, or any added accordant information.

Hint: Since you cannot highlight in blush abstracts on the address (like you can if you were sending Excel-exported reports), this area is awful useful. I absolutely like to blazon up a few paragraphs of comments. I adapt them in a Word document, which is called “[Company Name] Account Letters Comments,” so I can analysis what I wrote the aftermost advertisement period, and use the aforementioned architecture for the accepted advertisement period. Again I copy/paste the comments into the Folio Content Screen.

13. There is additionally an advantage to add End Notes, as the final pages of the package.

14. When you are done, book the amalgamation to .pdf to adapt and analysis afore sending.

Hint: Intuit offers the affection to Send the letters amalgamation from central QBO, but I adopt to email them as an Attachment from Outlook, so I accept a trail.

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My colleagues accept reminded me that this letters amalgamation has been accessible for a continued time. I apperceive it has been accessible in QB Desktop, but I did not anamnesis that it was additionally a QBO feature. Using this feature, I don’t accept to booty the added footfall of accumulation the abstracted .pdf letters manually, and I absolutely like the able look, including the awning folio and Executive Comments pages.

Use the QBO Wrap-up affection to adapt a handsome account letters package, with custom comments, for your clients. A little bureaucracy is complex the aboriginal time, but the abutting time you use it, baby tweaks to address titles and date ranges will be all that’s required.

The objective of the abstract is to summarize the report and the results. The consumer who created the report template is the proprietor by default. Managers and Unit Managers have the option to change the proprietor by modifying the template. Managers and Unit Managers can select this selection to make the template globally obtainable to all customers. Once revealed as a worldwide template, users have the choice to avoid wasting personal copies of the template and may use them as the idea for creating new, custom templates.

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