Adding Comments and Combining Reports in QuickBooks - PowerPoint PPT Presentation

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Adding Comments and Combining Reports in QuickBooks

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You can easily add comments and combine two different reports in the QuickBooks by following the easy guide mentioned in this PPT. – PowerPoint PPT presentation

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Updated: 6 July 2018
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Title: Adding Comments and Combining Reports in QuickBooks


1
Adding Comments Combining Reports in QuickBooks

2
QuickBooks Is the most famous and popular
accounting software in the field of finance.
Intuit has designed the software in such a way
that it fits a glove into the accounting needs of
small and medium-sized business, accountants,
bookkeepers CPA's.
QuickBooks
.
3
Steps to Add Comments in QuickBooks
  • First of all, open the report and then click on
    the Comment on Report button
  • Now in the window of Comment on Report
  • Choose the speech bubble which is situated next
    to the field you want to annotate.
  • Now in the comment box, enter your annotation.
  • Click on discard to cancel the comment and click
    on Save to confirm the comment.
  • Click on the pencil icon in order to save a
    previously saved comment and click on X to delete
    it.
  • Then click on Save and then enter the name of the
    report.
  • Click on Ok
  • In order to print or email the report, you can
    use the Print and Email button.

4
Accessing Commented Reports
  • Go to the Reports and then click on Commented
    Reports.
  • Inside the commented Reports window, Edit the
    name assigned to the reports, remove it from the
    list.
  • Also do other things such as printing and
    emailing. 

5
Combining Reports From Two or more Company Files
  • You can combine the following reports in
    QuickBooks Balance sheet standard
  • Profit and Loss standard
  • Profit and Loss by class
  • Statement of Cash Flows
  • Trial Balance
  • Balance sheet summary

6
Steps in Order to Combine Two Reports
  • Choose Combine Reports from Multiple in the
    QuickBooks Reports Menu
  • Click on Add Files, locate the other company file
    and then click on Open. Repeat this process if
    you have additional files.
  • Select the reports for which you want to see
    combined information.
  • Fill the From and To date range so that you set
    the report date range.
  • Click on Combine Reports in Excel.

7
Call _at_ (801)609-1649 Email us
Sale_at_cloudwalks.com Visit us _at_
www.cloudwalks.com
8
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