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QuickBooks 2024 All-in-One For Dummies
book

QuickBooks 2024 All-in-One For Dummies

by Stephen L. Nelson, Christian Block
November 2023
Beginner content levelBeginner
640 pages
16h 20m
English
For Dummies
Content preview from QuickBooks 2024 All-in-One For Dummies

Chapter 2

Creating a Business Plan Forecast

IN THIS CHAPTER

Bullet Enjoying a little refresher on financial statements and ratios

Bullet Working with the business plan workbook

Bullet Understanding the workbook’s formulas

Bullet 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. If you do not own a Microsoft Excel software license, Google Sheets and Excel for the web provide a web-based Microsoft Excel program for free.

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, type ...

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Publisher Resources

ISBN: 9781394206353Purchase Link