Hello, and welcome. It's Candus Kampfer and
in today's QuickBooks tips and tricks, I want to teach you about
really using reports as an amazing tool within your QuickBooks.
So you've probably heard me talk about before that QuickBooks
isn't just about taxes.
It's also about managing and growing your business.
So QuickBooks is an amazing tool as tons of reports
but today, I want to teach you how to get in and
customize those reports just a little bit.
So if you've ever wanted to know, you know, you're spending money on advertising,
but you really want to know where these clients are coming from,
and how do you track that within QuickBooks.
So one of the things I'm going to teach you today, because I had a customer
who is in, his an artist, and they have wholesale customers and
retail customers, they really wanted to be able to track
instead of having to do it all by hand, within QuickBooks,
as they were setting it up, how do they track?
Where?
The customers are coming from? Where the money is coming in from?
So that's what I want to teach you today.
So come look over my shoulder,
we're going to get a little deeper into QuickBooks,
and I'm going to teach you how to customize your reports.
Okay, so now you're looking at my screen, and I want to walk you through
how to make these fields within the customer center,
so you can pull them up on your report. We're gonna go into the customer center.
and I put a few in just for examples
so that when we go to look at the reports, it's easier.
But we're gonna go under Adam's candy shop
and we're gonna go under edit
the customer information, it's the little pencil
And we're going to go over to additional information.
So I wanna go back up here real quick, you'll notice you can either do this,
as you're adding customers or after you've already been have
customers in there, you can go in and make adjustments.
So you're gonna click on additional information
and you'll notice that there is customer type
and what's automatically in here, cause this is a QuickBooks sample file is
commercial and residential, because it's a Landscape and Garden company.
So most likely, you may have some in here, if when you set up your
data file, you selected
a chart of accounts that also included this,
or you may not.
So in, what I was just mentioning was about
wholesale and retail
And in this one, it's commercial and residential,
it can be whatever you want it to be.
So if you go in here,
and under customer type, there's something in there,
but does not match what you want it to be for your business
you can actually go up under lists,
and you go to vendor,
customer and vendor profile list
And then you click on customer type list
and they're in here and you can right click,
to edit them, delete them, add a new one,
whatever you want, or you go down here to the bottom,
under customer type. Okay?
So what that's doing is it's just a way for you
to run reports to be able to track where your income
is coming from for customer type
Okay?
Then the second section, you'll see it says Rep. And how this is typically used
is...
if you're a large enough company where you have different
reps, and you want to keep track of them, their customers,
You can do that here. But you can also use this for
keeping track of advertising types of
information
So in here, you'll see I had went in and I added one called Facebook
and I added one called word of mouth or referral,
and I put my name on it by Candus.
So you can either do referrals by each individual place
or person,
slash company
or you can do just word of mouth. So,
for example, in my husband's construction business,
we have a Facebook business Facebook page,
we also have word of mouth.
We also have different contractors that we work with.
We also have...
Google Ads. So there's a lot of different ways
that we are out there for people to find out about us.
So what we do is when a customer first calls us about getting work,
we ask them, oh, how did you hear about us?
Then when we go in to put them into QuickBooks?
I input that, you know, how did they hear about us?
In here or on the invoice
and that allows me to track our income
by the different ways that we are advertising to see,
you know, which types of advertising
are we doing that is the most benefit to our business.
So that's how you do it in here.
So let's just say you wanted to add one.
and there's nothing in here. You can actually just add...
let me remove this,
Google
and you can just click, so you type it in.
and you hit
tab and then it comes up setup.
Oh, I have to do. Oh,
it doesn't want me to do more than five.
So we'll just do Gu,
G, we'll just do G, as the type
and we're gonna type in Google
We'll do a quick add,
there gonna be an other.
You can rewatch this video if you, if I forgot to give you a detail.
So the initial is just gonna be G.
And that's going to stand for Google. Okay.
So what I'm saying is Andy's candy shop
is a commercial type,
customer, and that they heard about us on Google
So what we're going to do now is we're gonna click OK
now what you can do is actually put a rep on each individual invoice.
So if we go in here to create an invoice,
you will see I'm going to hit the back arrow, I actually just got done
creating one a moment ago,
and I did Andy's candy shop, and I did it,
word of mouth
Candus
and then I also did
one for Andy's candy shop, and I put it as Facebook.
So I'm gonna create another one as Google and I'm gonna show you
how you would see each of those, okay?
So you
go in just like you normally do to do an invoice,
I'm going to select the rep as Google,
if you have people who
you're always asking them, and they
they finding you in different ways
So you're wanting to keep track of this,
you can just put it change it on the invoice
So we're gonna say gardening,
and we're gonna call that 100 bucks
Okay, actually, I'm gonna do 150,
because I believe, I did 100 on a different one.
So we're gonna hit Save and Close.
So I'm changing that on, let me open the invoice up so
you can see it, I'm actually putting that in under rep
directly. Okay.
So now what I would do is I would go under
reports, I would pull up sales, and sales by customer summary.
So what this is allowing me to do is it's showing me all of the
customers who
have been invoiced or purchased from us
a service or product.
And in this case, it's on cash basis, meaning it's
when they've actually paid us the money.
So I'm going to switch this over, and I'm going to make it accrual basis.
Because the invoices I've done, they haven't actually paid me yet.
So I want to make sure they show up. So I'm going to do accrual basis,
then I'm going to go under filters,
and I am gonna find
rep, it's under alphabetical. So its under R
and what you can do is you can pull them up in multiple ways at one time
So you can do multiple
types at once.
Or you can just pick one at a time. So I'm just going to show you Facebook for right now.
And I'm going to click OK.
So what it's doing is it's pulling up
the $15 invoice, I'm gonna double click on it to show it to you.
It's pulling up this invoice where I said, It's from Facebook, okay.
So if you had multiple invoices, it would show all of them
for the timeframe that you're picking.
And what you can choose to do is actually choose to customize the report again,
go under header and footer,
and type
Facebook in here
and what this is doing
is it's changing just the title
if I could type, it's just changing the title of what's showing up
on the report and then you can memorize that report,
which I already did.
I've done it a couple times.
It shows up right here, Facebook.
And what that allows you to do is from then on,
is when you want to find out this information once you've
memorized it, you can just go in and select it.
So let's go in and do it for Google. And I'll show you how to memorize it.
So you're gonna select your rep, and I'm going to select Google,
I'm going to go over to the header
and at the end, I'm gonna type in Google.
So what this is telling me is that
I have sales by customer and these are customers that I've
found through Google, and that's the invoice I did $150.
Then I'm going to click memorize.
And typically, it doesn't ask you to replace it
or new but because I've already done it once,
I'm gonna hit New.
And I'm gonna call it Google and I'm gonna click OK.
And what that does is now I'm gonna go under reports memorize.
I have one for Facebook, I have one for Google
and have one for word of mouth.
Candus. So,
this is allowing you to really track and manage,
how are people finding you? What is your aver...?
How's your advertising working out
for actually
invoices or true income into your business.
So then now I want to show you,
how would you customize this report
to be able to manage like the artists did, they did wholesale versus retail
But what I am going to show you is commercial
because that's what's in here
versus residential.
So I'm gonna go under back under filters,
and I'm gonna go down to customer type.
Right there, it's an alphabetical order,
and I'm going to click on commercial.
Now, something to know
is because I'm changing all these within one spot.
It automatically saved what I had selected before.
So if I had left that it would pull up commercial that also had, I had
also marked as Google. So I'm gonna actually remove that,
and it's just gonna have the commercial
And then I'm gonna go over to the header and footer.
And I'm going to type in here,
commercial
Okay,
and then I'm gonna click OK and that's actually going to show up here
I think actually misspelled that
I mixed up the I and the A, but that's okay. It's example,
then you're gonna, you can memorize that if you want
and then you'd also have
those in there. So from now on, when I wanted to
say at the end of every month, I want to say, well,
how many people do we bring in?
How many? How much money do we bring in through Google?
Then I go, Okay, that's how much we, through Google. Okay,
how much sales did we do
for our advertising dollars with Facebook,
and the Facebook invoices are gonna come up.
So the way you really want to track that is when you're creating an
invoice, I'm gonna close all these screens.
I'm not gonna memorize that one.
When you're creating your invoices,
you're gonna select which Rep.
In other words, how did they hear about you?
And that will translate into a report that you can later pull
to manage and grow your business
So I hope this was helpful
You can the commercial versus residential actually
pulls from inside the customer center.
And I'll show you that one more time. So you pick your customer,
you want to edit it,
and they are showing up under additional information
and it has it here
Now by picking this Rep, It's gonna be the automatic choice.
But you can always, you can either not have it there
and only put on the invoice. It's up to you.
But this is really gonna allow you to go back and look at more
detail in your QuickBooks. Now you may say, okay, Candus,
I don't need this.
Great, but you know it and later down the road.
If you ever do need it, you'll know how to go back and find it.
Have an amazing day. If you know anybody,
who can benefit from this information, please SHARE it.
And if you have a QuickBooks question,
please comment below and let me know what kind of video I can create for you.
Have an amazing day