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Downloadable Miscellaneous Report Templates

We've created templates that you can download into QuickBooks Pro or Premier 2008 or later and customise for your business.

Start by clicking on a template to download it into QuickBooks.

Miscellaneous report templates you can download

Non-taxable sales customer report

This report helps you determine which customers should never be charged sales tax. The report lists non-taxable sales, broken down by customer.

Non-taxable sales by items report

This report helps you determine which items you should never charge sales tax for. The report lists non-taxable sales, broken down by item.

Non-taxable sales detail for last month

This report list all non-taxable sales that occurred in the past month.

Overhead as Percentage of Total Income and Expenses

This report breaks down the income and expenses for your organization, showing each fund as a percentage of your total expenses. The column for your general fund shows the percentage that your overhead contributes to total income and expenses.

Sales by city

report displays sales entered with invoices, sales receipts, credit memos and statement charges with the customer's city for each transaction. This will allow users to export the report to Excel and create summary sales reports by city.

Sales by Postal Code

This report displays sales entered with invoices, sales receipts, credit memos and statement charges with the customer's postal code for each transaction. This will allow users to export the report to Excel and create summary sales reports by zip code.

Sales items by profitability

Summarizes how much you are making on each sales item sorted by profitability.

Transactions Entered or Modified This Month By Item Detail

This report lists all transactions entered during the current month.




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