KristieIM
Level 1

Reports and accounting

This worked!  Exactly what I was wanting to do!  Thanks so much for being so helpful!  Do you have any recommendations for me to train on qb?  I have recently took over another position and I really need to learn the accounting side of qb, how the chart of accounts works, the inventory system...etc.  For the past 7 years I have always just created invoices and purchase orders.  Now I am entering the bills, writing checks, reconciling the statements and pretty much everything else in qb.  I have no accounting experience so I have some trouble understanding our accountant's terminology, how one transaction affects two accounts, and I would like to know how to efficiently produce & read reports.  For example I know how to run P & L's and balance sheets & I know what they show, but if something is off I may not know how to figure out why.  Let me know if you have any guidance!  Thanks again!!