Introducing QReportBuilder

"Information is power"

Making sound business decisions based on accurate and current information takes more than intuition - it takes reports that are based on real data that resides in your QuickBooks system.

QReportBuilder allows you to design, run and reformat reports based on QuickBooks data, and merge them with data from Excel, Access, SQL databases, and any other data required in your report to answer your critical business questions NOW!

Brief Features:

  • Full featured visual QuickBooks reporting - no more manual report creation
  • Merge QuickBooks data with data from Excel spreadsheets
  • Merge data from multiple companies or reports into one report with ease
  • Complete display control with drag-and-drop ease
  • Pre-built report formats and data structures - ready to run
  • Report Genie creates the basic report format with one click
  • Use filters and columns not available in QuickBooks
  • Create reports, custom invoices, mail merge letters, address labels.
  • E-mail reports as secure PDF, Microsoft Word, Text or Web HTML formats
What’s in QReportBuilder?

All of the various Editions of QuickBooks Pro, Premier, Enterprise, Simple Start and Online are supported.

Reports created in previous editions can easily be imported into the QReportBuilder Development version or Runtime edition.

QReportBuilder Runtimes

The Runtime version of QReportBuilder is designed to simply run reports that have been created with the full development version of QReportBuilder at a greatly reduced price. This allows consultants to do cost effective delivery of pre-configured custom reports to multiple locations while allowing the customer full ability to synchronize data with QuickBooks, fill forms, configure, run and drill down into custom reports. 

Report Layouts

QReportBuilder has new 'interactive reporting' features sometimes referred to a 'drill down' or 'drill through' reporting. You can now put buttons and hot-spots on reports, and you can define events that should occur when these buttons or hot-spots are clicked. Typical events that you might define for buttons or hot-spots include:


  • Previewing another report to show more detail for the current row in a report - i.e. in a report showing a customer list and a balance outstanding for each customer, you could click on the 'amount due' field to open a report showing all of the unpaid invoices included in the amount due.
  • Opening a form to show more detail for the current row - i.e. in a report showing a customer list, you could click on a button that was placed next to the customer ID. Running an Operation - e.g. you might have a button on an invoice report that exported all of the line items for the current invoice to an Excel file

Dynamic Guidelines

When designing a Report, Label or Letter layout, the new 'dynamic guidelines' feature makes it much easier to line up objects in your report layout. When dynamic guidelines are turned on and you are moving or resizing an object, as soon as the object is aligned (within a user specified tolerance) to another object, dynamic guidelines are drawn on the screen. Simply put, alignment of fields and rows in a report are perfect when using this new design feature.