Comments on: Creating QuickBooks Reports with XpandedReports

By: Kathryn

Kathryn — Thu, 21 Oct 2010 02:35:06 +0000

Does it by any chance generate Balance Sheets by Class?? QB2011 requires a lot of workarounds to get the right results.

By: Elizabeth

Elizabeth — Thu, 10 Jun 2010 20:40:00 +0000

Charlie -
I have tried to download the trial version – but each time I go to their website my IE locks up! I guess I will try calling them when I have time.

By: Susan

Susan — Thu, 10 Jun 2010 17:43:57 +0000

I’ve done a reasonable amount of custom QuickBooks reporting using the ODBC driver, Excel, and Crystal Reports. I’ve also been following the development of this product over the past couple of years. I’m really excited about what they have accomplished. I think Xpanded Reports has struck a great balance between easy of use and power.

It may not be the right solution for a casual end user and it won’t solve every problem, but it is the first tool I’ve seen that I feel can really empower my more technical clients to manage their own custom reports. Perhaps my profit motive is not strong enough, but I’d rather teach a man to fish any day.

By: Charlie

Charlie — Thu, 10 Jun 2010 17:24:56 +0000

Elizabeth: That is my understanding of this, but you should check with them to be sure.

Karla: Thanks for the feedback. I have NOT used this for a long period of time, and it is good to hear from someone who has used it more than I have.

Andy: Feel free to let us know what your results are – and feel free to reference this article in your blog!

By: Andy Thorpe

Andy Thorpe — Thu, 10 Jun 2010 14:29:23 +0000

Thanks Charlie,
Their website says it will work with the UK version of QuickBooks. I’ll have to give it a try.

By: Karla

Karla — Thu, 10 Jun 2010 14:21:18 +0000

I have been using XR for little over 1 month, and I too find the time to gathering the data to be painfully slow, but it takes ALOT less time than if I exported the 2 reports and then fiddled the information into one. (Which is what I had done in April) The cost of the seat for 1 month was easily worth the time it saved me!

By: Monica

Monica — Thu, 10 Jun 2010 12:59:41 +0000

Thanks for sharing. I did not get a chance to sit on this product at SNH but was interested in seeing more and it’s always good to hear from someone who has actually worked w/it but not a rep for the company.

By: Elizabeth

Elizabeth — Thu, 10 Jun 2010 01:24:56 +0000

I am cautiously excited about this! I have very much needed this type of tool. I am using a lot of custom fields and exporting to Excel to get the data analysis I need. It can be quite cumbsersome. I am not a programmer and some of the other programs I looked at were just too deep for me, but I think I can understand this.
I assume the “seat” is per user (person) and allows me to use the program for as many different companies as I need to?

By: Scott Gregory

Scott Gregory — Wed, 09 Jun 2010 12:10:35 +0000

Charlie:

Thanks for sharing your valuable insights on this add-on reporting tool for QuickBooks.

I just started to play around with it myself, and see that there are some real possibilities with Xpanded Reports. We’ll see how it develops.

Scott