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QuickBooks Statement Writer: A Must-Have Tool for Financial Pros


QuickBooks Statement Writer: A Must-Have Tool for Financial Pros


teri-ayeni-for-web-square-1.jpgAre you familiar with QuickBooks Statement Writer? I think it's one of the industry's best-kept secrets — a tool that only the most skilled QuickBooks users seem to know about.

QuickBooks Statement Writer (originally called Intuit Statement Writer) has been around since 2010 and is designed specifically for bookkeeping-services professionals. This report-writing tool is available only as a standard feature with the Enterprise Solutions edition of QuickBooks or with the Premium Accountant Edition as a 30-day free trial. (There's an option to purchase afterwards for $149.95.)

Either way, this program is well worth the cost. It's the best way by far to create GAAP-compliant financial statements for your clients.

QuickBooks Statement Writer allows you to create financial statements in Excel using all the data in your QuickBooks accounts. It delivers the best of both worlds: The customization and wealth of reporting features found in Excel, with an easy way to import the data you need from QB. (It also offers integration with Microsoft Word.)

A library of report templates — Balance Sheets, Profit & Loss Reports, Income Statements, Cash Flow Statements — gives you plenty of common options. You can also create custom templates and add them to your library for future use.

Let It Sync In

As you update your QuickBooks account, you can easily sync changes to your QuickBooks Statement Writer statements without ever leaving the system. And any additions to your QuickBooks chart of accounts automatically integrate into your QSW statements. The system also works the other way around: You can make changes in your QuickBooks data and modify transactions easily from within the QSW interface.

Once you start using QuickBooks Statement Writer, you'll wonder how you ever got along without it.

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Teri Ayeni


Teri Ayeni

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This website is created by Supporting Strategies to provide general bookkeeping and accounting information only. Supporting Strategies does not provide tax, legal or accounting advice, and the information contained herein is not intended to do so. As such, the information provided should not be used as a substitute for consultation with professional tax, legal, and accounting advisors, and you should consult with a tax, legal and accounting professional before engaging in any transaction.