Reporting

Reporting Samples

Our customers range from a global healthcare company to a painting contractor.  Whether you have a 2 person office or a 200 person office or even a virtual one, you can trust FinJinni to get the reports and data you need from QuickBooks.

Budget case studies

List of Standard Reports

Consolidation and Comparative

Consolidate and compare the performance of mutiple companies; this example shows 4 desktop accounts and 1 online account.

This report can be found under Financial Queries, Profit & Loss, Profit & Loss Comparative By Company

or

Financial Queries, Balance Sheet, Balance Sheet Comparative By Company

P&L Statements

Format your reports as a “P&L statement”.

Press the "Format As Report" button

Employee Bonus

Calculate employee bonuses for a contractor company where bonuses are paid as a percentage of profit on each job and the employee’s percentage of time worked on that job.

For example, an employee who worked 50% of the total hours on the job gets 50% of the bonus.

This is a custom report specific to the customer. Similar reports are available under Sales Queries, Time & Job Costing.

To get the same report or another custom report, contact sales@gypsybi.com

Trial Balance

Produce a trial balance report showing period beginning and ending balances and delta.

This report can be found under Financial Queries, General Ledger, Trial Balance Activity Summary

Purchase Comparative

Purchases prior year/current year comparative.

This report can be found under Purchase Queries , Comparative

Average Days for Paid Invoices

Average # days for customers to pay invoices.

This report can be found under Financial Queries, Payment Analysis

Detail showing invoices and payments: Financial Queries, Payment Analysis

Bill Payments

Matching Bill Payments to Bills

FinJinni can report on the linked transaction information when a bill or invoice is paid.

The second example below shows alternate formating to show one line per invoice/payment.

This report can be found under Financial Queries, General Ledger,  GL - All Detail, Accrual & Cash then filter by transaction types and add Link_Trans columns.

Detail showing bills and payments: Financial Queries, Payment Analysis

Estimates Vs. Actuals

Estimates Vs. Actuals for work in progress.

Calculate costs and revenue for jobs and calender years.

This and other job-costing reports can be found under Job & Time Reporting

Sales Taxes Due (QuickBooks Online)

Sales Tax Due for QuickBooks Online, can be subtotaled by agency or tax-code.

This report can be found under Financial Queries, Sales Tax Liability (QuickBooks Online)