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Aaron Woolley

Aaron Woolley

Analyzing Financial Data, Part 1

Slide Duration:

Table of Contents

I. Introduction
Bookkeeping Basics

10m 25s

Intro
0:00
The Accounting Equation
0:10
Assets
1:15
Liability
2:19
Equity
3:11
Debit vs. Credit
4:10
T Account
4:40
How Your Bank Treats Your Account
5:02
Your Books
6:08
Chart of Accounts
7:15
Balance Sheet Accounts: Assets
7:25
Balance Sheet Accounts: Liability
7:40
Balance Sheet Accounts: Equity
8:22
Income Statement Accounts
9:03
Income
9:06
Expenses
9:26
Net Income
9:48
Getting Started

16m 34s

Intro
0:00
Using Forms
0:13
How to Edit Customer Form
1:06
How to Edit Vendor Form
1:37
Using Lists
2:34
Customer Lists
2:39
Vendor Lists
2:47
Employees Lists
2:59
Using Registers
3:16
Check Register
3:22
Chart of Accounts
3:40
How to Use Register
6:27
Getting Around QuickBooks
7:54
Navigating Through the Home Screen
8:08
Managing Employees
9:59
Managing Open Windows
11:23
The Menu Bar
12:02
The Icon Bar
12:28
QuickBooks Centers
12:50
Customers, Vendors, Employees Center
12:53
Banking Center
13:06
Report Center
13:38
Lead Center
13:46
Search Information
14:17
How to Search for Information on a Customer
14:28
The Homepage & Workflow
15:12
The Chart of Accounts: Assets, Liabilities, Equity
15:37
How to Access Chart of Accounts
15:45
Setting Up QuickBooks

20m 51s

Intro
0:00
The Express Start
0:23
Create New Company
0:49
Entering Company Information
0:55
Enter Business Contact
2:24
Preferences
4:16
Adding Contacts
4:22
Adding Products and Services
4:28
Adding Bank Accounts
5:26
Review the Chart of Accounts and Customize
6:10
Check Chart of Accounts Set Up
6:48
How to Add To Chart of Accounts
7:20
Entering Bank Accounts and Opening Balances
8:00
Edit New Bank Accounts
8:28
Add New Bank Accounts
8:52
How To Open Balance
9:58
Adding Customers
10:27
How to Add New Customers
11:05
Adding a Job
12:33
Add New Job For Customer
12:50
Adding Vendors
15:01
Access Vendor Center
15:17
Add New Vendor
15:33
Adding Additional Accounts
16:33
Adding New Accounts in Chart of Accounts
16:53
Adding Items (Products & Services)
18:06
Add New Item to Sell
18:45
II. Working With Lists
Working With Lists, Part 1

31m 24s

Intro
0:00
Editing The Chart of Accounts
1:08
Edit Account
5:10
Adding Subaccounts
6:17
New Subaccount
7:50
Working with Customers & Job Lists
11:32
Add new customer
13:25
Providing Additional Customer Information
17:50
Providing Customer Payment Information
22:10
Working with the Vendor Center
24:08
Add new vendor
25:50
Providing Additional Vendor Information
28:28
Working With Lists, Part 2

46m 1s

Intro
0:00
Working with the Employee Center
0:24
Add new employee
2:01
Add contact information
4:02
Additional employee information
5:31
Employment information
6:26
Adding Custom Fields for Customers, Vendors, Employee List
7:28
How Many Lists You Can Add And For Who
8:46
How to Add Customer List
9:35
Define Fields
10:37
Adding Custom Fields for Items
13:26
Open Item List and Edit
14:15
Define Fields/ Setup Custom Fields For Items
15:54
Managing Lists
17:01
Ways to Sort Lists
17:14
Add Items to Chart of Accounts
17:32
Add Owner's Equity, Draw, and Contribution under Equity Account
17:59
Sorting Lists Manually
19:31
Making Sub Accounts
20:35
Sorting Lists
23:26
Sorting Lists in Ascending or Descending Order
23:54
Sort by Name, Balance, etc., Ascending or Descending
24:26
Merging List Items
26:08
Merging Vendor Example
26:53
Renaming List Items
28:55
Renaming Item Example: Checking Account
29:13
Deleting List Items
29:56
Deleting Customer Example
31:19
Viewing Inactive and Active Customers
32:32
Printing a List
33:26
Printing Customer List
33:58
Printing for Just One Customer
34:40
Print Particular Info for One Customer
35:08
Adding or Editing Multiple Items at One Time
37:04
Example: Changing a Zip code
37:39
Working with the Lead Center
41:43
Finding the Lead Center
42:09
Add New Leads
43:05
Add Multiple Contacts to Lead Center
44:34
Convert a Lead to a Customer
45:16
III. Accounts
Working With Bank Accounts

29m 11s

Intro
0:00
Writing a QuickBooks Check
0:30
Amount field
3:59
Other fields
5:27
Print check
7:00
Using Bank Account Register
7:40
Entering a Handwritten Check
9:45
Transferring Money Between Accounts
16:33
Funds Transfer Option
17:24
Transfer with Check Register
19:18
Marking Cleared Transactions
20:57
Bank Statement
23:31
Reconciliation Summary
26:11
Viewing Cleared Checks in the Register
27:05
Searching for Specific Check Amount
27:40
Using Other Accounts in QuickBooks

13m 25s

Intro
0:00
Other Account Types in QuickBooks
0:36
Tracking Credit Card Transactions - Entering Credit Card Charges
0:58
Reconciling Credit Card Statement
3:52
Reconcile Credit Card
5:00
Marking Cleared Transactions
5:57
Paying a Credit Card Bill
8:11
Entering Bills
8:34
Writing a Check
10:15
Using Other Accounts: Assets & Liabilities

30m 16s

Intro
0:00
Working with Asset Accounts: Setting up an Asset Account
1:24
Add New Account
2:30
Enter Opening Balance
4:34
Setup Asset Account to Track Depreciation
7:33
Add Subaccounts: Cost & Depreciation
10:32
Enter in Depreciation of Transactions
13:01
Working with Liability Accounts: Tracking a Loan / Long Term Liability
15:39
Add Long Term Liability / Loan Account
17:09
Tracking Fixed Assets
20:29
Add New Asset
21:36
Recording a Payment on a Loan
24:23
Understanding Equity Accounts
27:03
Add New Equity Account
29:20
IV. Sales Information
Entering Sales Information, Part 1

24m 23s

Intro
0:00
Using Sales Forms - Various Types of Sales Forms
0:07
Invoice Overview
0:56
Sales Receipt Overview
3:09
Generate Statement
4:38
Choosing a Template for Sales Forms
6:00
Filling in Customer Information
7:54
Create an Invoice
8:04
Invoice in Accounts Receivable Ledger
10:28
Repeating a Sale - Memorized Transactions
11:36
Memorize Invoice
12:52
Memorized Transaction List
14:01
Batch Invoices
14:55
Create Batch Invoice
15:21
Entering a New Service Item
20:13
Add new service
21:25
Entering Sales Information, Part 2

12m 33s

Intro
0:00
Using Multiple Price Levels - Create New Price Level
0:07
Create Price Level List
1:49
Associating Price Level with Customers
4:27
Edit Customer
5:53
Using Price Levels on Sales Forms
7:09
Choose Rate
8:56
Assigning Price Levels To Individual Line Items
10:38
Entering Sales Information, Part 3

22m 33s

Intro
0:00
Managing Overdue Customer Payments - Using the Collections Center
0:21
Collections Center
0:39
Create Invoice Letters
2:00
Prepare an Invoice Letter
3:09
Generating Reminder Statements
7:32
Assess Finance Charges
9:14
Preview Statement
9:42
Processing Sales Orders - Invoices Against Sales Orders
10:28
Open Sales Orders by Item
12:04
Create an Invoice
13:24
Tracking Back Orders
14:36
Create Invoice from Sales Order
16:37
Receiving Items
18:21
Check Item List / Inventory
19:22
Create Sales Order
19:58
V. Payments & Deposits
Receiving Payments & Making Deposits, Part 1

12m 40s

Intro
0:00
Recording Customer Payments - Record a Payment in Full for a Single Job
0:20
Receive Payments
0:40
Undeposited Funds Account
2:25
Entering a Partial Payment
3:42
Assign Payment
6:36
Applying One Payment to Multiple Jobs
8:10
Entering Overpayments
9:44
Leave or Refund Amount
10:51
Issue a Refund
11:28
Receiving Payments & Making Deposits, Part 2

15m 8s

Intro
0:00
Handling Down Payments or Pre-payments
0:07
Apply Credits
4:30
Making Deposits - Selecting Payments to Deposit
5:58
Payments to Deposit
6:26
Make Deposit
8:02
How QuickBooks Handles the Deposit
10:16
Entering & Paying Bills

22m 1s

Intro
0:00
Handling Bills in QuickBooks
0:23
Using QuickBooks for Accounts Payable
2:24
How to Bring up the Accounts Payable Register
3:04
Entering Bills
4:03
Enter New Bill
4:30
Add Vendor to List
6:29
See the Balance
8:48
Paying Bills
11:17
Turning on Reminder List
11:49
How to Pay a Bill
13:34
How to Print the Checks
16:21
How QuickBooks Records Your Bill Payment
17:08
How to See Your Checking Account / Bill Payment Check
18:38
VI. Analyzing Financial Data
Analyzing Financial Data, Part 1

11m 42s

Intro
0:00
Understanding Your Business Using Reports
0:11
When to Use a Quick Report
2:41
Creating Quick Reports
3:05
How to Look at Details for Quick Reports
4:05
Zoom In on a Quick Report
5:19
What You See When You Zoom In On An Item
6:06
Customizing Quick Reports
6:53
How to Customize A Report
7:28
How to Add Transaction Number to QuickReport
7:57
How to Move Columns Around
8:14
How to Change Header
9:42
Analyzing Financial Data: Create & Customize Preset Reports

29m 26s

Intro
0:00
Creating and Customizing Preset Reports
0:35
Company & Financial
0:54
Customers & Receivables
1:04
Sales
1:53
Jobs, Time & Mileage
1:55
Vendors & Payables
2:35
Purchases
2:45
Inventory
3:06
Employees & Payroll
3:22
Banking, Accountant & Taxes, Budgets & Forecasts
3:43
Lists
3:49
Industry Specifics
3:54
Using the Report Center
4:37
Categories of Standard Reports Available
5:15
Creating a Balance Sheet Comparison Report
7:29
Filtering Reports
9:50
Customize Report
10:20
Saving Reports in PDF Format
13:58
Creating and Customizing a Sales Report
15:24
How to Change the Date to a Custom Date
16:30
Using Quickzoom in a Preset Report
17:49
What is Quickzoom?
17:55
How to Zoom
18:19
Widening and Narrowing Reports
19:59
Saving Report Settings and Creating Memorized Report Groups
20:50
What are Memorized Reports and What Are They Used For
21:04
Memorized Reports List
21:43
How to Create A New Memorized Report
22:19
Memorizing Preset Reports
22:48
Saving Report
24:14
Adding Reports to Memorized Report Groups
24:42
Adding Reports
26:49
How to Display Reports
28:50
Analyzing Financial Data: Printing, Exporting, and Quickinsight Graphs

30m 12s

Intro
0:00
Printing Reports
0:17
Preview Before Printing
2:34
Processing Reports in Groups
3:38
How to Run Reports in Groups
4:51
How to Display All Reports in a Group
6:09
Exporting Reports to Microsoft Excel
7:15
Purpose of Why People Export To Excel
7:48
Sending the Report to Excel
9:13
Formatting Options
12:08
Changing Filters
14:30
Choosing and Changing Different Filters
16:30
Creating Quickinsight Graphs
17:51
Creating an Income and Expense Graph
18:41
How to Create the Graph
19:46
How to Read the Pie Chart
20:05
Customizing Graph Data
24:16
Choosing by Customer Instead of Account
24:50
Using Quickzoom with Graphs
25:10
How to Zoom on a Particular Customer
26:15
Customizing How Graphs Display
28:31
How to Change Graph Into 2D
29:03
VII. Inventory
Setting Up Inventory

23m 51s

Intro
0:00
Turn On Inventory Feature
0:43
Enter Products Into Inventory
1:44
Entering Product Through Vendor Menu
2:07
Add New Item
2:43
Reordering Item and Reminders
6:00
Ordering Products/ Creating P.O's
7:02
How to Create Purchase Orders
8:05
Look Up Outstanding Orders
10:46
Getting a Report of Purchase Orders
11:34
Choose and Open Quick Reports
12:48
Receiving Inventory
13:47
Receiving Inventory Without an Invoice
14:13
Reviewing the Inventory List
15:38
Entering a Bill for Inventory
15:59
Entering Bill for Received Items
16:45
Manually Adjusting Inventory
18:31
How to Get to the Adjust Quantity On Hand Page
19:16
Add New Account
20:23
Check and Review Inventory List
22:59
Inventory: Tracking Finished Goods

22m 10s

Intro
0:00
Use Group Items or Create Inventory Assets?
1:57
Tracking Items Through Group Items
3:02
Using Inventory Assembly
3:42
What is a Bill Point?
4:58
Setting a Default Markup
6:16
Adding a Basic Mark Up
6:31
Add a Labor Item to Use in Assemblies
7:26
How to Add New Labor Item in Assembly
7:53
Creating Inventory Assembly Items
9:54
Adding New Assembly Item to Inventory
10:40
Adding in Assembly Labor
14:22
Editing the List
14:53
Building Finished Goods
16:05
Changing Sales Price
16:48
How to Build Assemblies
17:51
Understanding the Effects of Building Items
19:24
Run Report to Generate Item List
20:24
Inventory: Units of Measure

13m 14s

Intro
0:00
Setup Single Unit of Measure
2:12
How to Edit Unit of Measure on an Item
3:18
Setup Multiple Units of Measure
5:32
Setting up Preferences to Multiple Units of Measure Per Item
6:13
How to Edit Multiple Units of Measure on an Item
6:49
Assign Units of Measure to Items
8:44
Edit Items to Assign UN Set
9:01
Assign Measure Sets
9:42
Open Purchase Order and Select Unit of Measure
10:41
Use Units of Measure on Sales Forms
12:47
VIII. Tax
Tracking and Paying Sales Tax

21m 41s

Intro
0:00
Setup Tax Rates & Agencies
0:44
Setting Up Sales Tax Code List
0:55
How to Set up Tax Rate for Example City
3:26
Add New Item to Item List
3:46
Checking and Editing Item Through Vendor Center
7:20
Grouping Single Taxes
7:50
Why Taxes are Grouped
8:05
Creating New Sales Tax Group
8:59
Choose Tax Item to Add Into Group
9:51
Indicate Who and What Gets Taxed
10:45
Add New Customer To Assign Tax To
11:06
Invoicing Customer
13:03
Apply Tax to Sales
14:30
Editing Item and Choosing Tax Rate
14:53
Create a Sales Tax Liability Report
15:26
File Sales Tax Return/ Creating Liability Report
15:40
Use the Sales Tax Register
18:14
How to Read the Sales Tax Payable
18:35
Paying Your Tax Agencies
19:34
How to Pay Sales Tax
19:52
Choosing Which Items to Pay For
20:21
Print Checks
21:06
IX. Payroll & Invoice
Payroll Basics

17m 56s

Intro
0:00
Setup Payroll Items
0:54
Add to Subscription
1:07
Add Employee
2:26
Creating and Adding Personal Information
3:41
Adding Payroll/Compensation Information
4:43
Setup Taxes
6:27
Make a Payroll
8:36
Start a Scheduled Payroll
9:49
How to Edit Each Employee's Payroll Summary
10:30
Custom Items on Payroll
12:12
Print Payroll Checks
14:36
Print Later
14:39
Pay Payroll Liabilities
14:49
Forward Taxes to Authorities
15:06
Generate/Sending Check
15:46
IX. Payroll, & Invoice
Estimating & Progress Invoicing

14m 29s

Intro
0:00
Turning On Estimates and Progress Invoicing
0:21
Create a Job
1:30
Adding new job
2:22
Create an Estimate
5:14
Printing Estimate
7:56
Create Progress Billing
8:22
Invoice Estimate
8:32
Run Report: Job Progress Invoice vs. Estimate
10:46
Update Progress on Job Status
12:25
Edit Job Status
12:34
Make an Estimate Inactive
13:20
X. Time Tracking
Time Tracking

17m 16s

Intro
0:00
Turn on Time Tracking
0:23
Entering Time Data
1:27
How to Enter Time for Labor Per Job
2:45
How to Start Time Ticker While On Job
4:22
Recording Employee Time on a Weekly Timesheet
5:40
Use Weekly Timesheet
6:17
Enter Reimbursement Costs
7:59
Write the Check
8:38
Invoice a Customer for Time and Costs
10:19
Create an Invoice
10:33
Invoice for Time for Labor
11:54
Reports: Time by Job Reports
13:13
Paying Non Employees for Time Worked
14:27
Using Time Sheet & Jobs
16:37
XI. Customizing Forms & Writing QuickBooks Letters
Customizing Forms and Writing QuickBooks Letters

13m 43s

Intro
0:00
Customizing Invoices
0:10
Create Invoice
0:34
Customize Invoice
1:10
Downloading New Layouts
2:50
Create New Design
3:10
Designing Custom Layouts for Forms
5:11
Layout Designer
7:08
Using QuickBooks Letters
9:56
Create an Invoice Letter
10:22
Collection Center
11:49
Email From Collection Center
12:31
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Analyzing Financial Data, Part 1

Lecture Slides are screen-captured images of important points in the lecture. Students can download and print out these lecture slide images to do practice problems as well as take notes while watching the lecture.

  • Intro 0:00
  • Understanding Your Business Using Reports 0:11
    • When to Use a Quick Report
  • Creating Quick Reports 3:05
    • How to Look at Details for Quick Reports
  • Zoom In on a Quick Report 5:19
    • What You See When You Zoom In On An Item
  • Customizing Quick Reports 6:53
    • How to Customize A Report
    • How to Add Transaction Number to QuickReport
    • How to Move Columns Around
    • How to Change Header

Transcription: Analyzing Financial Data, Part 1

Welcome back to Educator.com.0000

This is QuickBooks lesson: discussing analyzing financial data.0003

The first thing we are going to talk about is understanding your business using Reports.0007

In many individuals, if they are sole proprietors or business owners, they have a different perception of their business.0013

But without reports and graphs, they actually may not understand the details and the true situation of their business.0019

And in fact, a lot of times, it does not match the facts.0029

You have a perception of your business that you are doing well, but you might not have all of the detailed facts.0032

And so, Reports and utilizing the reports in QuickBooks can help enlighten the situation of your business so that you can0039

actually focus on problem areas especially if your business is not doing very well, and you now it is not doing that well.0046

You can actually run Reports, find out what areas need improvement.0052

If you are selling certain products, you can actually run reports and identify those products or services that are not doing well.0059

And you can focus on improving those sales.0069

QuickBooks lets us utilize reports in various fashions.0074

It has standard reports and a lot of pre-set reports that give us the information that pull from all sources of our QuickBooks data, so it is a great help.0079

QuickBooks also gives us a quick report.0088

So, on the fly if you are in a vendors situation or if you are in your check register, you can actually run QuickReports directly on that particular vendor to0091

find out a little bit more information and get some quick information so that you can utilize that information to make management decisions more appropriately.0100

QuickBooks also has a graph function, as well.0111

So, you can take your reports and graph them in graphs or pie charts so you can see your business in that manner, as well.0113

This lesson, we are going to discuss and focus on the QuickReport's function, and we are going to be talking about creating QuickReports in QuickBooks.0122

QuickReports is the fastest way to see a report in QuickBooks, and it uses the data to create QuickBooks reports.0131

They are pre-designed reports that give us information about the items you are currently viewing.0140

And whenever we have a list or register or form this way, we can actually click on a QuickReport button to get more detailed information regarding that.0145

So, we want to talk about when to use a QuickReport.0155

Supposed we are viewing a vendor list, in the Vendor Center, and we want to see a history of all transactions regarding that particular0160

vendor to see where we are happy, we can actually select that vendor's name, click on the QuickReport link at the top right end of the window.0168

And then, we could see a report listing, the information about the bills for that vendor.0177

So, we are going to see how that works, and in my QuickBooks, I am going to go up to my Vendor Center and click on my Vendor Center icon.0183

So, now, I have my Vendor Center up, and I can look down and see.0199

Let's choose a particular vendor here. For instance, let's look at Patton Hardware Supplies.0205

So, if you have Patton Hardware Supplies, you can choose them or you could choose0211

someone else that looks like that they might have some transactions to view.0214

And in the Reports from here under the Reports section on the vendor, here, we have a vendor information that is highlighted.0220

And on the right side of that vendor information is the report for this vendor, and we can see that there is a quick link to the QuickReport.0229

So, if we click on the QuickReport, it will pull up a QuickReport for this particular vendor. It gave it to us for a particular period of time.0239

We can change that. Let's say, "Well, let me look at it from a couple of months prior", and I can change the date.0248

I can do whatever I want, but it does, kind of, give me some basic information for this vendor.0255

It gives me some of the bills that we have had. It gives me actually a receipt of items that we have purchased from them.0261

I can look at the memo.0269

If I go to the diamond bar that is in between each of these titles and labels,0271

if I go to the diamond bar just to the right of the Memo, I can make sure I have a T bar there.0277

Click on it, and move it to the right, and drag it open, and I can make the Memo field a little larger, so I can read what that memo might say.0283

And here it is. It said Received items and the bill to follow, and that was on the 5th of December, and so there it is. There is what we received.0292

We can have a lot of different things we can actually double click on.0305

And we can drill into a little bit later and see what happened with that vendor, but we will get into that a little bit next.0309

So, once, we have that open, and that is creating that QuickReport, and we can see that information,0317

now, we are going to go ahead and talk about zooming in on that QuickReport and seeing more detailed information from that report.0325

So, for instance, on that item that was received, we can drill into it and see a little bit more detail.0332

So, when we bring our cursor over that particular item, you will notice a magnifying glass with a Z in the center of it, and that stands for Zoom.0340

So, we click on it or double click on it. It will open up that actual transaction and where it came from, and this is under Item Receipt.0355

In here, we can view into the more detail of this item. We can see what we received for this bill.0366

There is no bill here just the items that we received.0373

There is the cabinet poles, the light pine kitchen, cabinet wall units, the door knobs0376

and lock and interior door knobs that we received from Patton Hardware Supplies.0383

So, we see all that. It gives us a nice detail information on that particular vendor and that particular transaction.0388

We can close that down, and that ends that QuickReport. If we go ahead and hit Save and close, it closes that down for us.0397

Next thing we want to do is we can actually customize reports and what we view on our reports.0411

Anytime we have a report up, we can customize what we see and how we view, so we are going to that in a little bit.0418

If we notice at the top portion of the window of this report, it starts with Customize report, Share template, Memorize report, Print, E-mail, Excel, Export, etc.0426

We can look at all these, and if we want to customize it and add some information to look at, we can go ahead and choose Customize report.0442

From here, we can add certain information.0451

You will notice under the Display, under Columns, you will see certain items that are checked.0454

Those are the items that we are actually viewing on this QuickReport.0460

And you can scroll down to see all the various information that you can pull.0467

The ones that we actually want to look at is maybe the transaction number.0471

So, if you click to the left of the transaction number, it will take a check mark on that, and it will add that piece of information to our QuickReport.0474

We can go ahead now and click OK. It will add transaction number to our QuickReport.0485

Now, maybe I do not want it there, and I want to move this column to be in a different space.0494

So, in order to do that, and I want to switch these things around a little bit,0502

if I position my mouse pointer just over the transaction number, you will see the little hand.0508

If I go ahead and hold down the left button of the mouse and drag this...let's do it again. Oops, it is moving.0516

If we hold down the left button...let’s try it again by getting my little hand here.0532

Hold down the left button and drag transaction number. Oops, let's try it again, the left button and drag it over.0539

And I want to put it, say, between the date and number column. There we go, left button, and it will Date and Number column it.0549

So, I can left click and drag it over. It will reposition it in my report, and that is where I can move things around.0557

If I do not like certain things, I want to put the account over a little bit further, I could put the account over somewhere else etc.0566

I can move them wherever I want on these reports, so, it gives us the idea.0573

To change information in the report header, I do not like this header.0580

Maybe, I want to print it out for someone else to view, so I can go ahead and go to Customize report, and you will see that there are some tabs.0583

There is the Display. That is where we chose to include the transaction number.0594

There is Filter. This is where we can actually filter information, but what we are going to do is change the header right now.0599

When we click on the tab that says Header Footer, we will notice that it has a lot of different options for us to include in our report.0607

We can include or remove the company name etc. or add it back in.0615

In this case, in the Report Title field, we are going to change that from Vendor QuickReport, and we are going to say Vendor History Report.0621

And we will change it to a Vendor History Report to replace the default tile of a QuickReport. If I will click on OK, it will change that.0637

Notice under Customize a report to, if I go to Fonts and Numbers, I can change my fonts. I can change the way it numbers things.0649

I can add parenthesis. Instead of a negative number, I can say I want the negative numbers to have parenthesis with a trailing minus, the minus which is behind it.0659

I can choose a lot of different options. I will keep it as normal with the minus sign in front.0672

So, that is how we can customize those reports for our QuickReport, and that is how we customize reports in our report headers.0679

Again, this is the lesson for analyzing financial data and understanding our business using QuickReports.0689

Again, thank you for visiting Educator.com. We will see you again next time.0698

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