Reports
Most recent articles
Video: Report Sidebar in QuickBooks Desktop Mac 2020
In QuickBooks 2020, reports now use a refreshed structure that improves customization, usability, presentation, and navigation. Learn more in the following video: https://www.youtube.com/watch?v=xqW_X-yyxe8 Video Script The Report Sidebar … [Read more...]
Video: Reconciliation Discrepancy Report in QuickBooks Desktop for Mac 2019
In QuickBooks 2019, you can reconcile discrepancies between your bank statement and QuickBooks records. Learn more in the following video: https://www.youtube.com/watch?v=7c_KvKHxNxc Video Script The Reconciliation Discrepancy Report … [Read more...]
Video: Enhanced Reports in QuickBooks Desktop for Mac 2019
Reports in 2019 display a new, modernized look. Learn about these enhancements in the following video: https://www.youtube.com/watch?v=ubRuXuiORBc Video Script QuickBooks 2019 modernized Reports with a refreshed, clean design. This new … [Read more...]
Is your business overweight?
It’s common for small business owners to measure their financial health based on their income statement or bank account balance. They deem their business “fit” if the bottom line looks good. To reveal why this approach can be deceptive, let’s apply a … [Read more...]
Get more insight with customer and job types
When you're running reports, would it help to know what group of customers are generating the most sales? If you knew that, then you could identify areas to focus your business. You can do this with customer types. For example, if you have … [Read more...]
Video: QuickReport is an easy way to get to report data
The QuickBooks for Mac team shows you a feature you may not know about: QuickReport. You can access QuickReport in many of the lists in QuickBooks to get to report data without having to go to the Reports … [Read more...]
Video: Introduction to Reports
QuickBooks for Mac has partnered with Ben Hess of Bay Area Pictures for a series of videos on how he uses QuickBooks. In this video, Ben talks about how reports are an important part of his business. https://www.youtube.com/watch?v=1W1qLGR_GSc Video … [Read more...]
Video: Bookkeeping 101
This one is an oldie, but a goodie. We've had this video in past versions of QuickBooks for Mac. It's a little dated in the look and feel, but still has some great information. If you're brand new to running your business with QuickBooks, it's a good … [Read more...]
Pitfalls of managing your business by bank balance
Many small business owners make financial decisions based on how much cash they have in the bank. Unfortunately, there are a number of pitfalls to managing your business this way. Let’s explore some ways that business owners manage by bank balance, … [Read more...]
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