Business Analysis with QuickBooks

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9780470543146: Business Analysis with QuickBooks
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Manage your business and make sound decisions with the help of QuickBooks

Quickbooks is a user-friendly accounting software program that can analyze data to help you make smart decisions for a small- or medium-sized business. However, few books explain how to maximize the features of QuickBooks reports for management purposes-until now. Author Conrad Carlberg guides you through the most beneficial ways to use and adapt QuickBooks reports by taking the summary data and placing it into a context that helps manage a business.

By avoiding aiming the coverage to a specific version of QuickBooks, this book is a timeless resource that clearly explains how to bring financial data together in order to help make wise business decisions.

  • Use the popular accounting software program QuickBooks to help you make wise business management decisions
  • Identify specific weak points in a business and learn how to turn them around
  • Quantify working capital and manage inventory valuation properly
  • Learn how to understand what QuickBook reports say about the state of your business now and for the future

Quickly get started converting QuickBooks accounting data into results that help you make informed business decisions and manage your business.

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From the Back Cover:

Learn how to bring financial data together to help influence your business decisions

You have the data.

Now make it work for you

If you're using QuickBooks to manage your business finances, you have volumes of valuable data available. Are you using it to make better business decisions?

QuickBooks reports are fine—as far as they go. But what if QuickBooks data could help you decide whether to continue or discontinue a line of business . . . whether a product line or business segment is performing up to expectations . . . whether projected cash flow is sustainable . . . whether the sources and uses of working capital are appropriate for your business goals?

It can—and here's how.

Learn to:

  • Set filters to gather only records that are relevant to what you want to know

  • Export reports to Excel without the outmoded functions, unnecessary cell formats, and referencing traps that can make them useless

  • Move data directly into and out of the QuickBooks company file using the Intuit-supplied SDK

  • Export reports to text files for use in Word, Excel, and XML processing engines

  • Chart financials using Excel tools that are not available in QuickBooks

  • Learn how QuickBooks' average costing method affects your profitability

About the Author:

Conrad Carlberg holds a PhD in statistics. He has operated a consulting firm for 15 years, and has been a business computing columnist for the Denver Business Journal. He is the author of Excel Sales Forecasting For Dummies (Wiley) as well as a number of other books on business analysis.

Technical editor William "Bill" Murphy has over 30 years of financial and teaching experience. He is a Certified QuickBooks ProAdvisor, as well as a QuickBooks Point-of-Sales and QuickBooks Enterprise ProAdvisor. Bill's consulting firm, RRR, Ltd. has been helping businesses with QuickBooks set-up, use, and problem resolution since 1989.

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