Planning & Budgeting with QuickBooks 2013

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How Profit-Volume-Cost Analysis Works in QuickBooks 2013

QuickBooks 2013 allows you to quickly perform profit-volume-cost analysis. Profit-volume-cost analysis uses three pieces of information to show how your profits change as sales revenues change: estimates [more…]

How to Calculate Break-even Points in QuickBook 2013

QuickBooks 2013 allows you to calculate product break-even points quickly and easily. A break-even point shows the sales revenue volume that produces zero profit and zero loss. Remember the formula for [more…]

How to Use QuickBooks 2013 Data for Profit-Volume-Cost Analysis

You need three items of data in order to perform profit-volume-cost analysis in QuickBooks 2013: sales revenue, gross margin percentage, and fixed cost. Typically, these items of data aren’t difficult [more…]

Use the Fonts & Numbers Tab to Modify QuickBooks 2013 Reports

The Fonts & Numbers tab of the QuickBooks 2013 Report window lets you change the font for selected pieces of report information. Use the Change Font For list box to select the bit of report information [more…]

The QuickBooks 2013 Decision Tools

If you’re a professional accountant, you probably don’t use the Decision Tools command in QuickBooks 2013. However, you should know that some earlier versions of QuickBooks [more…]

Create an Accountant’s Copy of the QuickBooks 2013 Data File

QuickBooks 2013 makes it easier for accountants to work with client data files. Your client creates the accountant’s copy of the QuickBooks data file by using his version of QuickBooks and the real data [more…]

Electronically Sending the Accountant's Copy of the QuickBooks 2013 Data File

Your client can send a copy of the QuickBooks 2013 accountant's copy electronically by using Intuit's file transfer service. To do this, the client chooses File→Accountant’s Copy→Client Activities→Send [more…]

How to Use the Accountant's Copy of the QuickBooks 2013 Data File

Regardless of whether the client manually transmits an accountant's copy of the QuickBooks 2013 data file, e-mails an accountant's copy, or sends an accountant's copy via the Intuit file transfer service [more…]

Export Client Changes from the QuickBooks 2013 Data File

After you’ve used an accountant’s copy of the QuickBooks 2013 data file to correct transactions or to enter new transactions, you export the changes so that they can later be imported into the client’s [more…]

Import Accountant's Changes to the QuickBooks 2013 Data File

Your client imports the changes that you’ve made in the accountant’s copy of the QuickBooks 2013 data file into her working copy of the data file. In order to do this, the client chooses the File→Accountant’s [more…]

QuickBooks 2013 Report Window Buttons

The QuickBooks 2013 Report window typically provides nine different buttons: Customize Report, Share Template, Memorize, Print, E-mail, Excel, Hide Header, Collapse, and Refresh. You can find out what [more…]

The QuickBooks 2013 Report Window Boxes

The Report window in QuickBooks 2013 provides five boxes: Dates, From, To, Columns, and Sort By. These boxes also enable you to control the information shown in the Report window and the appearance of [more…]

Use the Display Tab to Modify QuickBooks 2013 Reports

If you click the Customize Report button, QuickBooks displays the Modify Report dialog box, which you can use to customize a report. When you customize a report, you change the report’s appearance, layout [more…]

Use the Filters Tab to Modify QuickBooks 2013 Reports

The Filters tab is probably the most interesting and useful tab provided by the Modify Report dialog box in QuickBooks 2013. The Filters tab enables you to set up filters that you can use to specify what [more…]

Use the Header/Footer Tab to Modify QuickBooks 2013 Reports

The Header/Footer tab in the QuickBooks 2013 Report window controls what header and footer information appears on your report. You use the Show Header Information check boxes to control the report header [more…]

The Theory of Capital Budgeting and QuickBooks 2013

When working with QuickBooks 2013, it's helpful to understand the theory of capital budgeting. Capital budgeting boils down to the idea that you should look at capital investments [more…]

How to Estimate the Net Cash Flows in QuickBooks 2013

The process of estimating the net cash flows from the investment requires a bit more work than estimating the amount that you need to invest. Although you're working with QuickBooks 2013, you'll need the [more…]

How to Calculate the Return Measure in QuickBooks 2013

There are two basic ways that you can calculate a return by using Microsoft Excel. You cannot do this calculation by using QuickBooks 2013 alone. To calculate a rate of return with Microsoft Excel, you [more…]

QuickBooks 2013: Problems with the IRR Measurement

The internal rate of return (IRR) measurement makes a lot of intuitive sense. Capital budgeting is burdensome enough without being weighed down further by some tricky, abstract, theoretical capital budgeting [more…]

How to Measure Liquidity with QuickBooks 2013

For many smaller businesses, liquidity is important. If you're working with QuickBooks 2013 in a small-business setting, you need to understand the importance of liquidity. You have only a limited number [more…]

Risk and QuickBooks 2013

Risk is an issue even with simple investments like bank CDs. But with capital investments, no government agency is looking out for your interest and picking up the pieces if things do a Humpty Dumpty and [more…]

Basics of Backing Up the QuickBooks 2013 Data File

A critically important task that either you or some co-worker needs to complete is to back up the QuickBooks 2013 data file. Quite literally, the QuickBooks data file describes your business’s financial [more…]

How to Turn on Class Tracking in QuickBooks 2013

To use activity-based costing (ABC) in QuickBooks 2013, you need to turn on the QuickBooks Class Tracking feature. Class Tracking lets you categorize income and expense transactions as falling not just [more…]

Liquidity Ratios and QuickBooks 2013

Liquidity ratios, one of several types of ratios you can use in QuickBooks 2013, measure how easily and comfortably a firm can pay its immediate financial obligations and exploit immediate short-term [more…]

Debt Ratio in QuickBooks 2013

The debt ratio is one of the leverage ratios you can use in QuickBooks 2013. The debt ratio simply shows the firm’s debt as a percentage of its capital structure. The term [more…]


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