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F9 for QuickBooks

Make powerful reports using your financial data.

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  • Under Product Information click About

How it works with QuickBooks?

If you use Microsoft Excel, then you already know how useful spreadsheets are for financial reporting. F9 for QuickBooks runs in Excel and gives you the most current information with a push of a button, with no exports or manual entries required.

F9 offers an unbeatable feature package including:

  • Flexible cell-based reporting
  • Consolidations
  • Drill down and viewer
  • Budgeting
  • Forecasting (Budget writeback)
  • Multi-currency
  • Report analysis
  • Table & Pivot reports
  • Report automation

Features & Benefits

The true value of F9 for QuickBooks becomes apparent when you realize the scope of reporting functions that become available with this one simple GL formula function. When a GL function is entered once and then copied to other cells, the report grows. New data columns are created by dragging or copying existing columns with Excel. A one-month report becomes a twelve-month report with one copy command, no need to manually rekey numbers.

This report can be used the following year without rebuilding it because the next year is populated in your GL.

Power users of Excel typically pick up F9 within days, and a 4-hour fundamental training can get anyone in the organization building reports the next day.

Supported QuickBooks Versions

QuickBooks® Desktop

  • Pro
  • Premier
  • Enterprise
Country: US, Canada
Year: 2009 to 2018

QuickBooks® Online

  • Self-Employed
  • Simple Start / Easy Start
  • Essentials
  • Plus
Country: US, Canada

Ready to try F9 for QuickBooks?

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Additional Resources - Getting Started


How long does it take to build reports in F9?

F9 is extremely easy-to-use, so anyone within the organization can pick it up very quickly. If you are already a power user of Excel, it is an easy transition because you are leveraging a handful of F9 formulas to eliminate the manual process of your reports. There is also optional F9 Fundamental Training, which would get you building reports that day.

How can I see a running demo?

Download the 30-Day Trial, watch the videos or contact sales for a live demo.

What is the minimum purchase? *

Pricing is comprised of license, maintenance, and implementation. The minimum purchase for a perpetual license is $2,188 USD (*). For more details contact sales.

Is training or consulting available?

Absolutely, we have a 4-hour F9 Fundamental Training via WebEx and consulting to assist with building F9 reports. These are both optional.

What is the ROI or TCO?

Typical clients achieve ROI in less than 6 months. The TCO can be discussed with your Account Manager.
* Includes 1 F9 Administrator, 1 F9 Report Writer, annual maintenance, and implementation for 1 company.

Learn more about how we can help you build report faster,
and analyze financial data better.

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