Thank you for taking the time to give this good tip. We are not there yet, but we will follow you advice when we come to it.

Much appreciated.

Yea, the QB reports don’t look that good. But exporting them to Excel and modifying them there is a pain. Unless you need to do some consolidation reporting, then you may find that it’s just more efficient to run the basic reports, such as balance sheet, P&L, a/p and a/r aging, and others, exclusively in QB…. unless your bookkeeper/accountant is just bored.

Excel is good for budgeting, but QB might be better. Could be a time saver, since it’s integrated with the historical data.

Best of luck on your startup venture!