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Learn to track your Cash Flow in QuickBooks Desktop with QuickBooks Support @ 1-800-731-1629

In this post we will update you about using different reports in QuickBooks Desktop to make better cash flow in QuickBooks Desktop.

The cash flow of company is the total amount of money moving in and out of your bank or you can say in business. In QuickBooks Desktop, you can avail various types of reports to get a glimpse of present and new business finances.

The most renowned software of accounting in today’s world for accepting various financial services to make your accounting smooth and reliable. It offers great productivity with greater efficiency of accounting records.

Method 1: To Check Data Entered is Accurate

When we talk about reporting of cash flow, you must ensure that your records are exact. The reports which we will make will access QuickBooks records in QuickBooks. Go through the complete guidelines to solve:

  • You must check whether you have entered all transactions or not
    • If you are thinking to apply for bank feeds, download your transactions
    • Reconcile all transactions with the transactions in QuickBooks
  • Match the account in QuickBooks and it should match with bank statements.
  • If you want to reconcile the account, consult either your accounting person or QuickBooks Support.

Method 2: Access to Share Financial reports

The Profit and Loss report and Balance Sheet Report will display your business to your data present in QuickBooks.

Run a profit and loss report

Follow the guidelines to run a profit and loss report

  • In the Reports menu, click on Company & Financial.
  • Choose Profit & Loss Detail.
  • Apply range of date within which you want to display the transaction
  • Once you have applied the range, you can print, email, or export the report to excel.

Run a balance sheet detail report

If you are planning to run a balance sheet report it will give you financial glimpse of your company as of a particular date required. It will also total how much your business has equity by subtracting all the money your company earns from everything it owes

  • In the Reports menu, click on Company & Financial.
  • Choose Balance Sheet Detail.
  • Click on Customize Report and customize it based on the data you required.
  • Once you have made a run to balance sheet detail report, you can print, email, or export the report to excel.

If you still facing the bugs, immediately contact QuickBooks Support.

Method 2: Set up the projection for Cash Flow

By accessing the bills hands on you can have a look on cash flow by generating a cash flow projection.

Method 3: Search for the Items to Be Sold

  • In the Company menu, click on Company Snapshots.
  • Choose Add Content, then click on the right arrow.
  • Search for the Best-Selling Items, click on + Add.
  • Double-click on each product or service to view a detailed report
  • Once you have made a complete search on products to be sold, you can now print, or export report to excel

If the issue is resolved, contact instantly QuickBooks Support.

Method 4: To reduce the overall expenditure of company

If you are using Company Snapshots, it will help you to see the expenses of your business and how to reduce the expenditure.

  • In the Company menu, click on Company Snapshots.
  • Click on Add Content, then choose the right arrow.
  • Search for the Expense Breakdown, click on + Add.
  • Double-click on any of your expense cut down to see a complete report.

Method 5: Search for the listed vendors with that of expense wise

  • In the Company menu, click on Company Snapshots.
  • Click on Add Content, then choose the right arrow.
  • Search for the Top Vendors By expense, click on + Add.
  • Double-click on any of your expense cut down to see a complete report.

This might have seek out all issues you were facing till now. Hope, you won’t face issue of cash flow in QuickBooks Desktop. If you are not able to manage it, you can immediately dial Quickbooks Customer Care Number at @ 1-800-731-1629 and you can also compose a mail related to your query and mail us on our mail id at support@quickbooksupport.net. Our experts are present 24*7 to help you for making your accounting bug free.

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