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Smarter QuickBooks Reporting: 9 Tips

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Uploaded by on Nov 23, 2009

QuickBooks reports can show you how to improve the financial performance of your business, but getting to the right information can be a little cumbersome if you don't take advantage of certain features in the software.

In this video, the author teaches you 9 of those features -- easy to learn -- that will let you work with QuickBooks reports more quickly and with deeper insight.

These are techniques that the author, a small business financial analyst, uses almost every day. You'll learn how to set report defaults, visually present numbers to reduce eye strain, memorize customized reports, toggle between a "forest" and "trees" perspective, sort data, and other tips that will get you on your way to slicing and dicing QuickBooks data like a pro.

This video is intended for bookkeepers and business owners who want to improve their QuickBooks data analysis and reporting skills. It uses QuickBooks Accountants' Edition 2009.

Assumes a basic knowledge of QuickBooks.

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Education

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Standard YouTube License

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  • thank you, I learned several useful things!

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