Download Business Analysis with QuickBooks by Conrad Carlberg PDF

By Conrad Carlberg

This publication is totally assorted from what I look forward to finding in such a lot books on QuickBooks. It assumes i've got a uncomplicated point of figuring out approximately how you can use the software program. rather than exhibiting me the way to identify a brand new patron or find out how to make an meeting construct pending, it specializes in getting details like operating capital and funds circulation research from the information i have already placed right into a QuickBooks dossier. It exhibits find out how to export info from QuickBooks into different purposes, in order that i will be able to use Excel pivot tables to research my revenues by means of product and territory. there is even a piece at the QuickBooks software program improvement equipment that indicates how you can skip stories and get facts out of QuickBooks without delay. And it really is readable.

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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. 13 As usual in detail reports, each record represents a specific transaction. ) Selecting multiple instances of the same field Getting a filter to return more than one instance from a field is only a little more complicated than selecting one instance only.

On the other hand, it sometimes seems as though QuickBooks filters have never met the notequal symbol <>. The analyst cannot filter for all accounts other than current assets, or for all items other than assembly items. Apart from handy groupings such as All Fixed Assets, it can be difficult to create a filter with any real complexity. If you want to apply a filter such as “show all inventory items and all noninventory parts and nothing else,” you’re better off omitting the filter entirely. You should just report on all records, export the results to another application such as Excel, and use its data filtering capabilities (briefly described at the end of this chapter).

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.

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