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QuickBooks 2018 All-in-One For Dummies
book

QuickBooks 2018 All-in-One For Dummies

by Stephen L. Nelson
December 2017
Beginner to intermediate content levelBeginner to intermediate
648 pages
15h 46m
English
For Dummies
Content preview from QuickBooks 2018 All-in-One For Dummies

Chapter 2

Creating a Business Plan Forecast

IN THIS CHAPTER

check Enjoying a little refresher on financial statements and ratios

check Working with the business plan workbook

check Understanding the workbook’s formulas

check Customizing the workbook

Pro forma financial statements — which are income statements, balance sheets, and cash flow statements — constitute an integral part of business planning and the overall budgeting process. For that reason, I want to provide you a bit of information about how you create such pro forma (or as if) statements.

From the very start, however, I need to warn you that to create such statements, you need a tool in addition to QuickBooks. Specifically, you need a spreadsheet program such as Microsoft Excel.

Assuming that you do have something like Excel, you can use it and the example workbook that this chapter describes to create a simple, yet sophisticated, financial forecast for your business. To download the workbook, just type http://stephenlnelson.com/wp-content/uploads/10_year_bizplan-1.xlsx in your web browser’s address box.

Reviewing Financial Statements and ...

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Publisher Resources

ISBN: 9781119397366Purchase book