
Jennifer Kelly
Articles
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Analyse Sales & Margins - Deep Dive
To create your own customisable Workbook: Run the Analyse Sales & Margins [base] which is a view only Workbook Create a Copy and Save the new Workbook, this will now be fully customisable Read th...
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QuickBooks Desktop Features missing from QuickBooks Online - BI4Cloud Filling the Gap
Are you moving from QuickBooks Desktop to QuickBooks Online and find some reporting functionality you rely on is now missing? BI4Cloud Business Intelligence is a 3rd Party App on the QuickBooks App...
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Workbooks - Known Issues
1. Safari browser and iPad users may find some features unavailable and it is recommended they use You should use Google Chrome or Microsoft Edge. 2. Bi4 supports many accounting products includ...
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Run Divisions or Cost Centres - Using GL Tags with Monthly Budgets
A well known technique to provide Division and Department reporting is to use GL Analysis Codes. These analysis codes are called differently in each accounting product: Cost centres or Jobs (in MY...
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Account Profit & Loss - Quick Start
Run the Accounts Profit & Loss [base] Workbook which is View only to get started quickly. This Workbook runs over GL Profit & Loss accounts and includes multiple Tabs which present a variety of P&...
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Customer Card - Who needs CRM?
Customer Card Workbook Simple yet powerful complete list of key information on ALL customers in your accounting system, even if you have not yet sold them anything! Your Sales reps will love this. ...
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Sales - Which Customers have Stopped buying?
One of the most common reports we are asked for by salespeople is not what IS selling and who to, rather they are more interested in finding which of their regular customers: Are NOT buying - Ofte...
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Analyse Sales & Margins - Quick Start
Run the Analyse Sales & Margins [base] Workbook which is View only to get started quickly. This Workbook runs over Sales Invoices and includes multiple Tabs which allow you to instantly understand...
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Profit & Loss Reporting - Getting Started
This Article refers to Classic Reports, for P&L Reporting on Workbooks see - Account Profit & Loss - Quick Start Profit & Loss data can be presented in a variety of ways. Changing the style of pre...
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Use Job Headers to group similar Jobs together
If you have numerous Jobs and you are drowning in detail you will find it difficult to understand your job profitability and see trends in your business. Why not Categorise your jobs into similar...