Cash Flow Management with QuickBooks | Get started tutorial - PowerPoint PPT Presentation

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Cash Flow Management with QuickBooks | Get started tutorial

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Cash flow forecast is the fuel that keeps things going and your business growing, with QuickBooks Desktop you can effortlessly track your cash flow in QuickBooks desktop. – PowerPoint PPT presentation

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Date added: 23 February 2024
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Title: Cash Flow Management with QuickBooks | Get started tutorial


1
How to Use The Cash Flow Planner in QuickBooks
Online?
Accunting Bookkeeping Services
2
Introduction
Cash flow forecast is the fuel that keeps things
going and your business growing, with QuickBooks
Desktop you can effortlessly track your cash flow
in QuickBooks desktop. This article is going to
help you in setting up and how to use different
reports in QuickBooks Desktop. Now you can
understand your cash flow better.
3
Steps to Track Your Cash Flow in QuickBooks
Desktop
Step 1 Make sure that your data is
accurate Ensure all your books are accurate. All
the transactions entered in QuickBooks must make
sense. Download bank transactions and tally them
to your transactions in QuickBooks. Reconcile
your transactions in QuickBooks and make sure
that they match with your real-life bank and
credit card statement. Step 2 See which
customers have upcoming or overdue
invoices QuickBooks has built-in automated
invoice payment remainder. This feature
identifies your customers with future or overdue
invoices. Once set up, you will receive message
that implies the payment remainders are ready to
send. You can review and approve if the
remainders are correct.
4
Step 3 Use financial reports to check how much
you have earned
  • Open main menu, navigate to Reports and then
    choose Company and Financial.
  • Select Profit and Loss Detail.
  • To modify or customize anything click on
    Customize Report and make the required changes.
  • After youre done, you can export the report to
    excel.
  • Step 4 Use Bill Tracker
  • QuickBooks Desktop has bill tracker which allows
    you to identify pending and unpaid bills. Pay
    directly through QuickBooks Desktop.

5
Reached the end of the solution and still unable
to track your cash flow in QuickBooks desktop,
well need not to panic, here we are to rescue
you. Get in touch with our U. S. based accounting
experts by means of our dedicated customer
support line i.e. 1-800-615-2347.
Our technically sound QuickBooks desktop support
team will ensure to clear all your doubts
instantly and help you in tracking your cash
flow. Thank you!
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