Chapter 2

Preparing Financial Statements and Reports


check Working with good information

check Creating a report

check Navigating the Report window

check Changing a report

check Processing multiple reports

check Retaining documents

QuickBooks produces — oh, I don’t know — about 100 different financial statements and reports. I tried to count them for purposes of writing this chapter but lost track after I’d counted 90-some reports. I figured that was close enough for my purposes here.

Because QuickBooks contains so many reports, I don’t provide individualized descriptions of each report in this chapter. Rather, I talk about some of the stuff that you need to do before you prepare financial statements. After covering those basics, I talk about how you produce and modify reports, and about some of the useful tools that QuickBooks supplies for working with reports.

Some Wise Words Up Front

This point ...

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