FY20_QBDT Client_Lesson-9_Analyze Financial Data_BDB_v2.pdf...

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QUICKBOOKS DESKTOP 2020 CLIENT TRAININGLesson 9Analyze Financial Data
CopyrightCopyright 2020 Intuit, Inc.Intuit, Inc.All rights reserved.5601 Headquarters DrivePlano, TX 75024Trademarks©2020 Intuit, Inc. All rights reserved. Intuit, the Intuit logo, Intuit ProLine, Lacerte,ProAdvisor, ProSeries and QuickBooks, among others, are trademarks or registeredtrademarks of Intuit, Inc. in the United States and other countries. Other parties’ marksare the property of their respective owners.Notice to ReadersThe publications distributed by Intuit, Inc. are intended to assist accountingprofessionals in their practices by providing current and accurate information.However, no assurance is given that the information is comprehensive in its coverageor that it is suitable in dealing with a client’s particular situation. Accordingly, theinformation provided should not be relied upon as a substitute for independentresearch. Intuit, Inc. does not render any accounting, legal or other professionaladvice, nor does it have any responsibility for updating or revising any informationpresented herein. Intuit, Inc. cannot warrant that the material contained herein willcontinue to be accurate nor that it is completely free of errors when published.Readers should verify statements before relying on them.
Lesson 9 — Analyze Financial DataTable of ContentsQuickBooks Desktop 2020 Client Training3Table of ContentsAbout the Author.......................................................................................................................4Lesson Objectives......................................................................................................................5Create QuickReports.................................................................................................................6Zoom in on a QuickReport.........................................................................................................8Customize QuickReports...........................................................................................................9Use the Report Center.............................................................................................................13Create a Balance Sheet Previous Year Comparison Report.....................................................15Filter Reports...........................................................................................................................17Save Reports as PDFs...............................................................................................................20Use QuickZoom in a Report.....................................................................................................21Memorize Reports...................................................................................................................23Create Memorized Report Groups...........................................................................................25Print Reports............................................................................................................................28Process Reports in Groups.......................................................................................................29Process Multiple Miscellaneous Reports.................................................................................31Send a Report to Excel.............................................................................................................32Create an Income and Expense Graph.....................................................................................34Use QuickZoom with Graphs...................................................................................................36Customize How Graphs Display...............................................................................................38Analyze Financial Data — Review Questions............................................................................40Review Activities.....................................................................................................................41Answers to Review Questions.................................................................................................42
Lesson 9 — Analyze Financial DataAbout the AuthorQuickBooks Desktop 2020 Client Training4About the AuthorEsther Friedberg Karp is an internationally renowned trainer, writer, business consultant and speakerwho has been repeatedly listed as one of Insightful Accountant’s Top 100QuickBooks ProAdvisors inthe world. She has also been named to their Top 10 list on two occasions: as Top InternationalProAdvisor and Top Trainer/Writer ProAdvisor.Based in Toronto, Canada, Esther has the unique distinction of holding ProAdvisor certifications inthe United States, Canada and the United Kingdom. She has authored materials and deliverededucational and certification courses for Intuit in all those countries, as well as Australia where sheconducted live QuickBooks Online training. She has spoken at Scaling New Heights, QuickBooksConnect and other conferences, and has written countless articles for Intuit Global.

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Term
Fall
Professor
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Tags
Balance Sheet, Quickbooks

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