The eClientLink Editor is a financial statement, reports and chart editor that allows the creation of customized professional financial statements, reports and charts from the data in QuickBooks Online and QuickBooks DeskTop accounting program. Extensive statement customization is available. Overcome the limitation of the QuickBooks reporting.
Eliminate the need to export your QuickBooks reports to Excel and then modify it to suit your needs.
Once the statement or charts are originally set up, the periods can be changed by a simple click. The accounting data is loaded into the editor automatically by using a one-touch “live link” feature.
This program is similar to the QuickBooks Statement Writer (QSW), except it works with QuickBooks Online, doesn't require Excel, includes charting, and is hosted in the Cloud.
The editor gives you complete freedom of wording of statement lines and the selections and placement of the numbers from the Trial Balance of the accounting system. You can do calculations and totals on any statement line or number. Charts can be custom formated to present your QuickBooks data in a visual format.
A Statement Wizard is available to create the initial statements.
There is no need to export or manipulate anything in Excel or Word. The statements and charts can be printed directly from the editor, or they can be exported to Excel.
The editor can support an unlimited number of QuickBooks Online organizations (companies), and an unlimited number of statements and charts per organization.
This program is hosted in the cloud. Other than a Browser, no other programs are needed on the local computer. With proper password authentication, the program can be accessed from anywhere in the world.
Statement Wizard for assistance in statement setup.
Month, Year to Date, Prior Year, and Budget all on same page.
Statement lines that do not have to match QuickBooks account names.
Free form statement lines.
Multiple QuickBooks accounts amounts rolled up into one statement line.
Income, expense, cash flow, and balance sheets accounts reported on same page.
Optional export to Excel for printing, additional customization or further analysis.
Export / Save statement template for import to other companies.
Formulas and calculation fields.
Column header date macros.
Class/Dept. and other columns on same page.
Full year and Year To Date reporting on same page.
Formating of individual statement lines.
Statement lines in any order.
Total lines on any statement line.
Extensive Class and Department reporting.
Extensive budget reporting.
Charts from data in statements.
Executive summary reports.
Company Consolidation reporting with eliminating and currency conversion entries.
New Custom Coding Service:
We are now able to customize your reports to your specific needs. With the combination of eClientLink's built in functions and custom coded extensions, almost any statement, report or chart can be produced. Send us an e-mail to support@eClientLink.com for more detail.
The original version of the program was developed for a CPA firm to provide its clients with financial information that they could use. Myron Joy, the principal developer, has more than 20 years experience as a practicing CPA and a Certified QuickBooks Pro Advisor.