Balance Sheet Report Overview 2.10

QuickBooks Online 2021 that balance sheet report overview. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our free QuickBooks Online test drive file, which you can find by searching in your favorite browser for QuickBooks Online at test drive are in Craig’s design and landscaping services practice file, we’re going to go down to the balance sheet by going to the reports down below, the balance sheet should be one of your favorite reports one of two favorite reports, not a matter of opinion, if it’s not one of your favorite reports, then your favorite thing is wrong, because it should be one of them. So we’re going to be opening up the balance sheet.

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Report Formatting Basics 2.15

QuickBooks Online 2021. Now, report formatting basics. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our free QuickBooks Online test drive file, which you can find by searching in your favorite browser. For QuickBooks Online test drive, we’re in Craig’s design and landscaping services practice file, we’re going to practice formatting of reports and customization of reports from the basic or standard reports, we will do so with the balance sheet report. But many of these things can be done to many other types of reports as well.

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Comparative Balance Sheet Creation 2.35

QuickBooks Online 2021 comparative balance sheet creation, let’s get into it with Intuit QuickBooks Online 2021. Here we are in our QuickBooks Online test drive practice file, which you can find by searching in your favorite browser for QuickBooks Online at test drive, we’re in Craig’s design and landscaping services practice file, we’re going to be constructing a comparative balance sheet. So we’re going to go down here to the reports. On the left hand side, we’re going to be creating the comparative balance sheet from a standard balance sheet.

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Restricted Net Asset Detail Report 190

This presentation we will generate, analyze, print and export to an Excel a restricted net asset detailed report and get ready because here we go with aplos. Here we are in our not for profit organization dashboard, let’s head on over to Excel to see what our objective will be. We’re currently in the 10th, tab, tab number 10. And last time and a few prior presentations, we’ve been creating the statement of activities, including three columns, two columns, for width restrictions, without restrictions, we then broke out the width restriction column out into the expenses by both function and by their nature.

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Expenses by Nature & Function 187

In this presentation, we will generate, analyze, print and export to Excel a report that will show the expenses both by their nature and by their function. Get ready, because here we go with aplos. Here we are in our not for profit organization dashboard. Let’s first take a look at our Excel sheet to see what our objective will be. We’re over here on tab 10. You’ll recall last time that we made the statement of activities. So the statement of activities in essence, the income statement being broken out by two columns, and a total column, those with restrictions and without restrictions. And now we’re concentrating on those expenses, which we want to break out both by nature and function, which we could do on the statement of activities.

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Statement of Activities Export 186

This presentation we will generate, analyze, print and export to Excel a statement of activities or income statement report, get ready, because here we go with aplos. Here we are in our not for profit organization dashboard, we’re going to be heading on over to the reports on the right hand side. So let’s be opening up the reports. And we’re looking at the statement of activities. So you’ll recall the statement of activities is, in essence, an income statement. We’ve been working with the income statement by fund, but then we created our custom reports down below. So we took this report, that’s going to be a general report, we’re going to scroll down to like custom reports down below, which is then the saved reports.

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