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» QUICKBOOKS P&L REPORTS
Quickbooks has some great reports. Once things are set things up correctly - you can get a birds eye view of how your business is doing.
» Click on Reports from the drop down menu - P&L Standard.
» Choose this financial year to date - as the date range.
» Click the Collapse button (to make it pretty)
» Change TOTAL ONLY drop down to TOTAL BY MONTH.
» Change back to TOTAL ONLY. Modify report and tick on the previous period. Run.
» FUN WITH QUICKBOOKS BUDGETS
Budgeting and forecasting is vital for any business that wants to survive in the long term.
(Spend more time star gazing not just naval gazing!)
With Quickbooks you can use your existing accounts for generating a budget quickly.
» Click on COMPANY from the drop down menu) - Planning and Budgeting
» Choose SET UP BUDGETS - next - next.
» Choose - CREATE BUDGET FROM PREVIOUS Years DATA.
» You can modify and copy across any of the numbers.
» SAVE.
» Click on REPORTS (from the drop down menu) - BUDGETs & FORECASTS - Budget v.
Actual.
» CASH FLOW Projections
You'll need Quickbooks Premier edition if you want to run a cash flow
projection.
From the drop down menu choose - COMPANY - PLANNING & BUDGETING
- and then - CASH FLOW Projector. There are some nice samples to
review and it's just a matter of following the Wizard
» Quickbooks Payroll Software
Don’t forget to Quickbooks Payroll software only handles payroll for the
UK. If you want payroll software for Ireland you can download a free trial of
Collsoft Payroll (which links nicely with Quickbooks).
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