Learn the Process to Track your Cash Flow in QuickBooks Desktop

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How to Track your Cash Flow in QuickBooks Desktop?

• Seeking for the process to track your cash flow
  in QuickBooks desktop? If yes, then your search
  ends over here. This segment will brief you with
  the complete set of steps to track the cash flow
  in QuickBooks successfully. The cash flow is
  basically the amount of money moving in and out
  of the business and the bank account. In
  QuickBooks, one can use different reports and
  projections to get a clear look at the current
  and future business finances.
• Go through this segment with full concentration
  and unleash the complete set of steps to track
  your cash flow in QuickBooks desktop. Or you can
  also connect with our tech geeks and they will
  come up with the most effective set of steps for
  you.

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Steps to track your cash flow in QuickBooks

• Tracking cash flow in QuickBooks becomes easy
  using the steps discussed in below

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• Step 1 Ascertain that the data is appropriate

• Ascertain that you have entered all the
  transactions into QuickBooks
• In case you have set up bank feeds, then download
  the transactions and match them to the
  transactions in QuickBooks
• You need to now reconcile the accounts in
  QuickBooks and ensure that they match the
  real-life bank and credit card statements. In
  case you need assistance reconciling the account,
  then it is a good idea to reach out to the
  accountant.

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Step 2 Use the financial reports to see the
progress

• Run a profit and loss report
• Move to the reports menu and then company and
  financial
• Choose profit and loss detail
• Set the date range for the past 3 months
• If you want to change what appears on the report,
  then choose customize report and customize it
  based on the data you need
• After you are done, print, email, or export the
  report to excel
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• Run a balance sheet detail report
• This can be done by moving to the reports menu
  and then company and financial
• Heading forward, choose the balance sheet detail
• Furthermore, choose customize report and also
  customize it based on the data you require
• After you are done, make sure to print, email, or
  export the report to excel

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Winding up!

• While wrapping up this segment, we believe that
  you might be able to learn the right process to
  track cash flow in QuickBooks.
• However, if for some reason you arent able to
  get a proper track of cash flow, then in that
  case we would highly recommend you connecting
  with our tech geeks using our dedicated
  QuickBooks desktop support helpline i.e.,
  1-800-615-2347.

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