ActiveBooks can email over 100 QuickBooks notifications (and counting!)

Practical, recurring reports and alerts keep you informed on all aspects of your business finances.




Company & Financial Notifications: Find out how well your company is performing

Profit and Loss How much money has your company made or lost? View sample
Profit and Loss By Job Report How much money is your company making or losing on each job? View sample
Profit and Loss By Class Report How much money did your company make or lose on each business segment that is tracked through QuickBooks classes? View sample
Balance Sheet Summary What is the value of your company? View sample
Balance Sheet Standard What is the value of your company, showing the individual balances for each account? View sample
Balance Sheet Detail Report What is the value of your company, showing the transactions and the starting and ending balances for each account? View sample
Profit & Loss Prev Year Comparison Is your company making more money now than for the same period a year ago? View sample
Profit & Loss YTD Comparison How do your income and expenses for a recent period of time compare to the entire fiscal year? View sample
Profit and Loss Prev Year Comparison Is your company making more money now that for the same period a year ago?  
Profit and Loss YTD Comparison How do my income and expenses for a recent period of time compare to the entire fiscal year to date?  
Profit and Loss Detail Report What are the year-to-date transactions (and totals) for each income and expense account?  
Balance Sheet Prev Year Comparison How has the value of your company changed compared to the same date one year ago?  


Customers & Receivables Notifications: Find out how much money your customers owe and when it is due

A/R Aging Report How much does each customer owe? How much of each customer's balance is overdue? View sample
A/R Aging Detail Report Which invoices or statement charges are due or overdue?  
Payment Received Alert Would you like to get a message whenever a payment has been received? View sample
Open Invoices Report Which invoices or statement charges haven't been paid and when are they due? View sample
Overdue Invoices Report Which unpaid invoices or statement charges are past due? View sample
Customer Balance Summary How much does each customer owe? View sample
Collections Report Which customers are overdue, how much do they owe, and what are their phone numbers? View sample
Customer Contact List What is the contact information and current balance of each customer? View sample
Income By Customer What is the gross profit (sales minus cost of goods sold) received from each customer? View sample
Payments Received Report What payments have been received? View sample


Vendors & Payables Notifications: Find out how much money your company owes and how much of it is overdue

A/P Aging Report How much does your company owe each vendor? How much of the balance for each vendor is overdue? View sample
A/P Aging Detail Report Which bills are due and overdue?  
Expenses By Vendor What are your company's total expenses for each vendor? View sample
Vendor Contact List What is the contact information and current balance for each vendor? View sample
Vendor Balance Detail What is your company's current balance with each vendor? View sample
Vendor Balance Summary What is your company's current balance with each vendor? View sample
Bills To Pay Report What bills have not been paid? View sample
Bills To Pay Report (Coming Due/Overdue Only) What bills are overdue or will come due in the next week? View sample
Bills To Pay Alert Would you like to get a message when a new bill is entered into QuickBooks? View sample
Transaction List by Vendor What transactions has your company had with each vendor? View sample
Unpaid Bills Detail How much does your company owe each vendor, and are any payments overdue? View sample
Purchase By Vendor Detail Report What are your company's total purchases, broken down by transaction, from each vendor?  
Expenses By Vendor Detail Report What are your company's total expenses, per transaction, for each vendor?  


Purchases: Find information about purchases and open purchase orders

Open Purchase Orders Report For all open purchase orders, what are the vendor name, PO number, amount, order date, and the expected delivery date? View sample
Purchases By Item Report For all open purchase orders, what are the vendor name, PO number, amount, order date, and the expected delivery date? View sample
Purchases By Vendor Report What are your company's total purchases from each vendor? View sample
Open POs By Job Report What purchase orders are currently open for each job?  


Sales: Find sales information related to customers, items, sales reps and more

Sales By Rep Report What is the total sales for each sales representative? View sample
Sales By Customer Report What is the total sales for each customer and job? View sample
Sales By Item Report For each item or service: how many have been sold, what is the total dollar sales, and what is the percentage of my total sales? Which items and/or services bring in the most/least income? View sample
Pending Sales Which sales are marked as pending? View sample
Open Sales Orders By Customer Report What are the open sales orders for each customer or job?  
Sales By Item Detail Report What are the sales for each item, broken down by transaction?  
Sales By Customer Detail Report What are the sales to each customer and job, broken down by transaction?  
Open Sales Orders By Item Report What are the open sales orders for each item?  


Inventory: Find information about inventory value, stock status, etc.

Inventory Stock Status By Item Report What is the detailed information about each inventory item? Includes stock on hand, to indicate if its time to reorder. View sample
Inventory Stock Status By Vendor Report What is the detailed information about each inventory item, organized by vendor? Includes stock on hand, to indicate if its time to reorder. View sample
Inventory Valuation Report What is the current asset and retail value of each inventory item? View sample
Inventory Valuation Detail Report What transactions have affected the value of my inventory?  


Banking: Find information about your banking transactions

Deposit Detail Lists all deposited and un-deposited payments, including the customer who made the payment and how much of each payment was included in the deposit. View sample
Check Detail What checks have been written, including the details of each one? View sample


Accountant & Taxes: Find information related to accounting activities and income tax preparation

Trial Balance Report What is the ending balance of all accounts? View sample
General Ledger What is the recent activity in all your company's accounts, with beginning and ending balances for each account? View sample
Transaction Detail by Account What are the recent transactions (and their subtotals) for each account in my Chart of Accounts? View sample
Journal What are the most recent transactions, in chronological order? View sample
Transaction List by Date What transactions were entered for a specified period of time? View sample
Income Tax Summary Report Based on tax line assignments, what amounts does your company need to report on its income tax forms? View sample
Sales Tax Liability Report For your company's total sales, how much is taxable, at what rate, and how much sales tax is currently due to be paid?  
Sales Tax Revenue Report For your company's total sales, how much is taxable?  
Income Tax Detail Report What transactions make up each amount to be reported on your company's income tax?  
Audit Trail Report What changes affected your company's books during a specified accounting period? Who made the changes?  


Jobs, Time & Mileage

Job Profitability Summary What total amount has your company made or lost on each job?  
Job Profitability Detail For a particular job, what activities have generated the most (and least) profit?  
Unbilled Costs By Job Report What job-related expenses haven't been charged to customers? View sample
Estimates by Job Report What estimates have been assigned to each customer or job? View sample
Job Estimates Vs. Actuals Summary Report How well does your company estimate the costs and revenue for each job?  
Job Estimates Vs. Actuals Detail Report How well does your company estimate the costs and revenue for each aspect of a particular job?  
Job Progress Invoices Vs Estimates Report How are your jobs proceeding?  
Mileage By Vehicle Report For each vehicle, what is the total mileage and the mileage expense? What is the total miles for all vehicles? View sample
Time Tracking Report How much time did your company spend on each aspect of each job? View sample
Time By Item Report How much time did your company spend on each item?  
Time By Job Detail Report How much time did your company spend on each job?  
Time By Job Report How much time did your company spend on each job?  
Time By Name Report How much time did your company spend on each customer?  


Payroll

Payroll Summary Report What are the accumulated totals for the payroll items on each employee's recent paychecks?  
Payroll Liability Balances Report What payroll related taxes and fees does your company currently owe to the government and other agencies?  
Employee Earnings Summary Report What are the total earnings and deductions for each employee?  
Payroll Item Detail Report What is the line-by-line breakdown for each recent payroll transaction by item?  
Payroll Detail Review Report What values are used to calculate individual payroll items on employee paychecks?  
Payroll Transaction Detail Report What is the line-by-line breakdown for each recent payroll transaction by employee?  
Payroll Transactions By Payee Report Who received paychecks and what was the net pay?  
Employee State Taxes Detail Report What wage and withholding information do you need for your state payroll taxes?  


Budgets

Budget Overview Report (Balance Sheet) What are my company's projected income and expenses for each month, using the current balance sheet based budget? View sample
Budget Overview Report (Profit And Loss by Account) What are my company's projected income and expenses for each month, using the current profit and loss by account based budget? View sample
Budget Overview Report (Profit And Loss by Account & Customer) What are my company's projected income and expenses for each month, using the current profit and loss by account & customer based budget? View sample
Budget Overview Report (Profit And Loss by Account & Class) What are my company's projected income and expenses for each month, using the current profit and loss by account & class based budget?  
Budget Vs. Actual Report (Balance Sheet) For the company as a whole, how do the actual income and expenses compare to what has been budgeted, using the current balance sheet based budget? View sample
Budget Vs. Actual Report (Profit And Loss) For the company as a whole, how do the actual income and expenses compare to what has been budgeted, using the current profit and loss based budget?  
Profit And Loss Budget Performance Report How do the actual income and expenses compare to what has been budgeted for the current month and year using the current profit and loss based budget?  


Other Notifications

To-Do List What is on the To-do list maintained by QuickBooks? View sample
Item Estimates Vs. Actuals Report How well did your company estimate the costs and revenue for each item, part, service or expense for which we bill customers?  
Item Profitability Report What total amount has your company made or lost on each inventory item, part, service or expense for which we bill customers?  
Employee Contact List What is the contact information for each employee?  
Physical Inventory Worksheet A worksheet that you can use to check your physical inventory against your QuickBooks records.  
Deposit Detail Report Lists all deposited and undeposited payments.  
Income By Customer Detail Report What is the gross profit broken down by transaction, received from each customer?  
Purchase By Item Detail Report What are your company's total purchases for each item and service, broken down by transaction?  
Transaction List By Customer Report What transactions has your company had with each customer?  
Customer Balance Detail Report What payments and invoices make up each customer's current balance?