Lesson 9 Reports in QuickBooks .pdf - QUICKBOOKS 2017...

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QUICKBOOKS 2017 STUDENT GUIDELesson 9Reports in QuickBooks
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Lesson 9Reports in QuickBooksTable of ContentsQuickBooks 2016 Student Guide3Table of ContentsLesson Objectives..............................................................................................................................5Use the Report Centre........................................................................................................................6Run a Balance Sheet Report................................................................................................................7Run a Profit and Loss Report...............................................................................................................9Create QuickReports........................................................................................................................10QuickZoom......................................................................................................................................12Customize Reports...........................................................................................................................14Filter Reports...................................................................................................................................17Memorize Reports............................................................................................................................19Create Memorized Report Groups......................................................................................................20Process Reports in Groups.................................................................................................................21Print Reports...................................................................................................................................22Save Reports as a PDF......................................................................................................................23Export a Report to Microsoft Excel®...................................................................................................24
Lesson 9Reports in QuickBooksTable of ContentsQuickBooks 2016 Student Guide4Create an Income and Expense Graph................................................................................................25Customize How Graphs Display.........................................................................................................27Reporting in QuickBooksReview Questions....................................................................................28Review Activities..............................................................................................................................29Answers to Review Questions............................................................................................................30
Lesson 9Reports in QuickBooksLesson ObjectivesQuickBooks 2016 Student Guide5Lesson ObjectivesLearn about running reports in QuickBooks from the Report CentreLearn how to customize reports including filtering, adding columns, and changing the report titleLearn how to process reports in batchesSave reports as (PDF) filesLearn how to export a report to Microsoft ExcelPractice filtering reports in Microsoft ExcelLearn about the types of graphs QuickBooks offersLearn how to customize graphs
Lesson 9Reports in QuickBooksUse the Report CenterQuickBooks 2016 Student Guide6Use the Report CentreA good way to learn about the reports available in QuickBooksand how to work with themis the Report Centre. TheReport Centre lists each report in QuickBooks, and gives a short description of what appears on the report. You can accessthe Report Centre from the Reports menu.

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