Great talk, thanks. The standard 3 financial statements are IS, BS and CF (sometimes OE also); why not address that, particularly for companies that have significant financing and investing activity?
Is there a way to customize the balance sheet report in QB Plus? There doesn't appear to be a way to change which accounts are shown; for example I would like to remove some of the accounts for basic reporting to a group that don't need to know the value of the property, etc. Going into customize only shows customer, vendor, etc. not the accounts.
Chris - you will want to watch this one: th-cam.com/video/mkQWUzK-pGg/w-d-xo.html in order to reorder the balance sheet - you will want to use the account number feature. You need to edit the chart of accounts to accomplish this!
Hi Clara, your videos are great and easy to understand. Can you please create a video showing us how to solve the QBO Sample company please? I've been watching separate videos about doing stuff in QBO but sometimes it is difficult to linked them all together specially the invoicing, bill payment, undeposit funds, bank deposit and receive payment. I tried solving the Sample company but not really sure if I've done it correctly. Would be very grateful if you can help :)
Thank you, very clear instructions and information
Great talk, thanks. The standard 3 financial statements are IS, BS and CF (sometimes OE also); why not address that, particularly for companies that have significant financing and investing activity?
Thank you. This video is very informative and helpful. Also the video is awesome content
Thanks so much, so glad it helped!
Duplicate expenses can result by using Bill Pay feature to record an expense, then using "Check" to print a check to pay the same expense.
Is there a way to customize the balance sheet report in QB Plus? There doesn't appear to be a way to change which accounts are shown; for example I would like to remove some of the accounts for basic reporting to a group that don't need to know the value of the property, etc. Going into customize only shows customer, vendor, etc. not the accounts.
Chris - you will want to watch this one: th-cam.com/video/mkQWUzK-pGg/w-d-xo.html in order to reorder the balance sheet - you will want to use the account number feature. You need to edit the chart of accounts to accomplish this!
Thank you for your work!
Glad it was helpful!
Hi Clara, your videos are great and easy to understand. Can you please create a video showing us how to solve the QBO Sample company please? I've been watching separate videos about doing stuff in QBO but sometimes it is difficult to linked them all together specially the invoicing, bill payment, undeposit funds, bank deposit and receive payment. I tried solving the Sample company but not really sure if I've done it correctly. Would be very grateful if you can help :)
I am not sure what you mean by "solve the sample company"?
Why are you running your business on a Cash Basis?