Book Image

Intuit QuickBooks Enterprise Edition 12.0 Cookbook for Experts

By : Jaime Campbell, CPA, MBA, CTT, MCT
Book Image

Intuit QuickBooks Enterprise Edition 12.0 Cookbook for Experts

By: Jaime Campbell, CPA, MBA, CTT, MCT

Overview of this book

<p><i>QuickBooks Enterprise Edition 12.0</i> is accounting software that is both user-friendly and sophisticated. The interface is visual and intuitive, but feature-rich for mid-size businesses, as well as complex, growing small businesses.<br /><br />QuickBooks Enterprise Edition 12.0 for Experts is a cookbook with specific recipes for time-saving shortcuts, valuable customized reports, and surprising ways to use this accounting software to support decision-making in your small or medium-sized business.<br /><br />With QuickBooks Enterprise Edition 12.0 Cookbook for Experts you can choose a topic of value and learn specific, practical techniques usable in your own QuickBooks file or in a sample file.<br /><br />This book is rooted in the longstanding features of QuickBooks and includes the newest tools, whether you&rsquo;re upgrading from Premier or from a prior version of the Enterprise Edition. Topics include customizations, time-saving methods, integration with Microsoft Excel, and special tools and setup techniques for hyper-efficient information retrieval and analysis.<br /><br />Whether you are an independent or industry accountant, whether you are a book-keeper, controller or CFO, QuickBooks Enterprise Edition 12.0 Cookbook for Experts will help you to expand what is possible in your business.</p>
Table of Contents (19 chapters)
Intuit QuickBooks Enterprise Edition 12.0 Cookbook for Experts
Credits
About the Author
Acknowledgment
About the Reviewers
www.PacktPub.com
Preface

Making a period copy


This feature, available only in the Accountant Edition of the 2012 software, is similar to the Condense Data utility already available. The main difference is the ability to also condense transactions after a certain date as well, leaving open for detail viewing only a specified period.

Getting ready

To prepare for this recipe, simply make sure that your books and records are complete for the applicable time period.

How to do it...

  1. 1. Got to File | Utilities | Condense Data.

  2. 2. Select transactions outside of a date range.

  3. 3. Select the range for the dates for which you want to retain the detail in the QuickBooks file.

  4. 4. If you are planning to run monthly or quarterly comparative reports for a period which you plan to condense, select the option to create a summary journal entry for each month. Otherwise, select one summary journal entry, in order to preserve opening balances for the uncondensed, detailed period.

  5. 5. Continue to follow the wizard to determine the types of...