By Conrad Carlberg
This publication is totally varied from what I look forward to finding in so much books on QuickBooks. It assumes i've got a simple point of figuring out approximately how one can use the software program. rather than exhibiting me how one can identify a brand new shopper or tips to make an meeting construct pending, it makes a speciality of getting info like operating capital and funds circulation research from the information i have already positioned right into a QuickBooks dossier. It indicates the right way to export facts from QuickBooks into different purposes, in order that i will use Excel pivot tables to investigate my revenues via product and territory. there is even a bit at the QuickBooks software program improvement package that exhibits the way to skip studies and get information out of QuickBooks without delay. And it truly is readable.
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Extra info for Business Analysis with QuickBooks
At least understand why you might as well ignore the % of Row and % of Column options. 9 The Profit & Loss Standard report is actually a summary report. The % of Row option is useful only if you use the Columns dropdown to arrange for more than one range of dates, such as months or quarters within an overall date range of, say, a year. If you do so, the report will show both the dollar amounts for each time period and their percent of the account total. You will not see a percent for a subcolumn, and if you have one column only then all the percentages will be 100%.
There are various reasons you might want to export a report, and perhaps the most typical is so that you can quickly calculate measures such as a Current Ratio or a Times Interest Earned Ratio. 1 shows how the QuickBooks report might look. You start the export process by clicking the Export button at the top of the report. 2 appears. The comma-separated values (CSV) option looks like it will take you down a pretty boring road: Saving a report to a simple text file doesn’t look nearly as slick as choosing any of the Excel options.
A new dropdown labeled Item appears next to the Choose Filter list box. 14. 5. Click OK to apply the filter to the report. 15. If you want to add another field from the list of available filters, repeat steps 1 through 5, being sure to select a filter not already listed in the Current Filter Choices list box. If you select a filter that’s already selected, you will merely replace one instance of that filter with another — for example, Cabinet Pulls with Locking Doorknobs. Selecting multiple instances of the same field is covered next.
Business Analysis with QuickBooks by Conrad Carlberg