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Here
you'll find tips you can use with Quickbooks.
Quickbooks
can be used to more than just recording your day to day company transactions.
You can create meaningful reports that can help you make useful decisions
in your business. |
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Use Classes
in Quickbooks to create a profit and loss by Class.
If
you need to track income and expenses for separate parts of your
business, you should use classes. First make sure your preferences
for classes is turned on. Then simply create classes for different
department of your business, like Advertising, PR or Consulting.
For nonprofit organizations classes is an excellent feature to keep
track of different types of funds (restricted, unrestricted). And
finally, every time you enter a transaction, whether you are entering
a bill, or making a deposit, make sure you allocate it to a class.
Then a the end of the period, you can create a profit and loss by
class.
For
a company with various locations, classes can be used to track income
and expense separately for each location.
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Customizing
your icon bar
Start
by including tasks you do on a daily basis, such as entering and paying
bills, creating invoices, and receiving payments. If you run payroll for
your company, consider adding icons for your payroll forms. In addition
to deciding which features to include on the Icon Bar, you can reorder
icons, group icons, and select different graphics and text. Use the View
menu, then click on customize icon bar and add new tasks, as well as icons.
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Set
up Budgets
From the top menu
select COMPANY then select SETUP BUDGETS. Select the fiscal year, then
select ACCOUNT. You don't have to include the customer and class when
entering a budget. Enter the budgeted amount for the first month of
the year. If the amount is the same for every month (as it often is)
you can copy the amount by clicking on the FILL DOWN button. QuickBooks
will ask whether you want to increase the monthly account by a fixed
percentage. If the amount is the same for all 12 months leave the percentage
as 0 and click O. K. Click on SAVE and continue with the next account.
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Export
reports to MS Excel
You can create professional looking reports
by exporting to Microsoft Excel. In addition to customizing your reports,
you can manipulate data using MS Excel tools. For instance, you could export
two and more reports and combine them into one report in Excel. You can
change the titles, change the order of columns and even e-mail the report
as an Excel worksheet. To export to excel: From the top menu click on REPORTS,
then open the desired report. Select the correct dates and click on the
EXCEL tab on top of the screen. QuickBooks will then ask you whether to
send the report to a new or existing Excel worksheet. Click on the BROWSE
tab to select the path of the existing Excel worksheet. Click OK. QuickBooks
will then export and open the selected report in Excel. Once in excel customize
your report as desired. |
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Don't
wait any longer...Call
us to schedule an appointment and start using your Quickbooks software to
the fullest... |
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