Analytics & Custom Reporting

What happens when a restaurant operator that uses multiple QuickBooks to manage its 25+ units wants to automate the generating of consolidated reporting? And the desired financials are different from the standard QuickBooks format?

    • They call MENDELSON CONSULTING. We implemented a 3rd-party reporting utility to automatically pool information from multiple QuickBooks company files, which allows for easily adding more QuickBooks files, and produce consolidated financial reports outside of QuickBooks with a single-click of a button, including the flexibility of filtering for specific restaurant units.

What happens when a hotel management company that uses legacy hospitality software wants reports across its growing multiple properties to comply with industry standard reporting?

    • They call MENDELSON CONSULTING. We implemented QuickBooks Enterprise for their accounting operations, implemented a 3rd-party reporting utility to automatically pool information from the multiple QuickBooks company files, and created a series of Excel spreadsheets for generating the needed report formats.

What happens when a distributor of electronics needs to calculate complex commissions for their sales reps out of QuickBooks?

    • They call MENDELSON CONSULTING. We implemented a 3rd-party reporting utility and created reports for calculating commissions, whose formulas varied depending on product line, type of customer, sales volume, and profit margins.

All the above are examples of clients with reporting requirements that could not be accomplished within QuickBooks. We always evaluate how much we can stretch the reporting capabilities of QuickBooks for what the client needs. If not doable within the confines of the software, we then implement the appropriate utility and report writer to best suit the needs.