Cover sheet for financial statements
US QuickBooks Premier : 2010: Accountant
Now that we can no longer use the Financial Statement Designer anymore, is there a method to generate cover sheets for our clients' financial statements?
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taxplus
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Questions answered: 7
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11/03/09 1:53pm PST
Viewed by asker 01/14/10 11:13am PST
Viewed by asker 01/14/10 11:13am PST
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Michelle Long CPA
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Questions answered: 22348
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11/03/09 3:18pm PST
Intuit Statement Writer includes templates for Cover Letters and the reports (with and without disclosures).
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Author of the books 'Successful QuickBooks Consulting' http://amzn.to/lJqmb8 and
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
taxplus
Questions asked: 6
Questions answered: 7
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Questions answered: 7
Points earned: 17
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11/04/09 8:17am PST
I should specify that I am hoping to find a way to generate the cover letter without having to buy yet another Quickbooks product. Seems like the Accountant version would have a simple cover letter in the reports, but I don't see one. I am having a real hard time justifying buying a program for such a small need. I also resent Quickbooks removing that functionality. New versions are supposed to give us more features, in my opinion. That said, I guess I can just make a Word template for this. I just hoped I was missing something.
Michelle Long CPA
Questions asked: 58
Questions answered: 22348
Points earned: 65078
Questions answered: 22348
Points earned: 65078
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
Certified ProAdvisor
Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
Accountant Community AllStar
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Allstar
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ProAdvisor
Members of the QuickBooks ProAdvisor Program
Intuit Moderator
Mod/Co-mod
Certified ProAdvisor - ES
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient Enterprise Solutions experts
Certified ProAdvisor - POS
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11/04/09 8:36am PST
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The solution
You could create a 'letter' template and go to the customer center and prepare a 'letter' for the customer which would actually be the cover letter.
ISW is only $99 for ProAdvisors and there have been a lot of improvements in 2010. You can even create charts & graphs that would be linked to the QB data to include with your reports.
PLEASE mark this answer as solved (click the button under the answer in the lower, right corner) or post additional questions.
Author of the books 'Successful QuickBooks Consulting' http://amzn.to/lJqmb8 and
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
