By Conrad Carlberg

This publication is totally various from what I look forward to finding in such a lot books on QuickBooks. It assumes i've got a easy point of knowing approximately the best way to use the software program. rather than exhibiting me tips on how to determine a brand new client or tips on how to make an meeting construct pending, it specializes in getting info like operating capital and funds movement research from the information i have already positioned right into a QuickBooks dossier. It exhibits the best way to export information from QuickBooks into different purposes, in order that i will use Excel pivot tables to investigate my revenues by means of product and territory. there is even a bit at the QuickBooks software program improvement package that indicates how you can pass experiences and get information out of QuickBooks without delay. And it really is readable.

Show description

Read or Download Business Analysis with QuickBooks PDF

Best personal finance books

Practice Made Perfect: The Discipline of Business Management for Financial Advisors

Many fiscal advisers run their company as though buying extra consumers will resolve so much in their difficulties. It will not. For advisory practices with no strategic plan, having extra consumers ends up in extra calls for and not more time to satisfy them. Translating sales into gains, funds circulation, and transferable worth cannot occur with out energetic monetary administration and an outstanding figuring out of what actually makes a enterprise thrive.

Pension Finance

This ebook offers a safe grounding within the conception and perform of finance insofar because it offers with pension issues. through the use of it, the reader will comprehend many of the different types of funding resources; * the allocation of non-public wealth to assorted asset periods* company pension finance* the monetary features of outlined contribution pension plans in the course of either the buildup and distribution levels* the monetary facets of outlined profit pension plans* the function of pension money and pension fund administration* pension fund functionality size and attribution* hazard administration in pension money

Your Leisure: Inspirational Ideas for Occupying Your Time (Express Newspapers Non Retirement Guides)

Retirement could be visible because the starting of a brand new bankruptcy jam-packed with possibilities. because it demands a metamorphosis of outlook although, the transition from a typical paintings regimen to a much less based lifestyle isn't really continuously effortless. for plenty of humans existence has constantly been situated on their paintings, so whilst the time involves hold up their boots they consider a bit bereft.

Cliffsnotes Getting a Loan (Cliffsnotes)

Getting loans and dealing with a fantastic credits historical past are monetary instruments you should use via lifestyles. This guide charts a direction via lending associations and their forms. even if you are going again to college, paying for a house, or financing a big domestic buy, it will pay to borrow -- and repay your loans -- properly.

Extra info for Business Analysis with QuickBooks

Sample text

All software has quirks. My point is that Excel has been proving itself in financial and business analysis ever since it was released in 1985. And Excel has a long list of tools you can use on QuickBooks data to get a better handle on what’s going on with your business. Before taking a quick look at that toolbox, here’s an overview of how you can pipe your report data from QuickBooks to Excel. Exporting reports Exporting is probably the quickest way to go from QuickBooks to Excel (or, for that matter, any application that can read files from your working disk).

A full week is denoted in the column header by the words Week of. Using report filters In many software applications, including QuickBooks, the verb filter means to exclude some records from a report or other type of analysis. It’s an important capability, especially when you want to examine a particular type of report and focus on a specific customer, or item, or transaction type, and so on. 12 The date range for a Week column always begins with a Sunday. In some ways QuickBooks filters are quite sophisticated and efficient.

Again, the purpose of that report is to give you a snapshot of account balances while displaying information about the individual transactions that brought the balances about. Only in an extremely unusual situation would you want to exclude, say, invoices that have been paid from the balance sheet. 8 In detail reports, Columns replace subcolumns. 9 shows a Profit & Loss Standard report. A balance sheet shows how much money is in a given account at a specific point in time. By contrast, a profit and loss statement (often termed an income statement) shows how much money has entered a given account over a specific period of time.

Download PDF sample

Rated 4.91 of 5 – based on 23 votes