Stop driving your business on the off chance
Driving your business at guesswork is like making a cake off the cuff. You are very likely that the result is not up to your expectations… It is therefore essential to have access to reliable financial indicators to better understand and better anticipate the development of your business.
Like any good entrepreneur, you probably created an Excel file first. However, it can quickly show its limits, and its update become extremely tedious and time consuming. Not to mention the time spent asking your Chartered Accountant for additional information.
Thanks to QuickBooks, you have direct access to all your financial data
Indeed, QuickBooks integrates many dashboards, reports and graphics ready to use or customizable according to your needs. Your data is automatically updated and you can easily follow your KPIs in real time. In the blink of an eye, you can see your revenue per customer, unpaid invoices, cash flow, and more.
To access and create reports on QuickBooks, it’s super simple:
- Start by first generating the report you want to get:
- Income statement
- Short closing (see also our article on “smart closing“)
- Overdue invoices (Ageing balance)
- Cash collection
- Then, customize the date rangess, columns, filters, and other options to refine your report as needed
- Finally, save this new custom report and you are done. Your report will aftwards be visible in the “My Custom Reports” list
Last but not least, to become even more efficienct, you can schedule automatic emails to share the report. Simply choose the frequency and email address of your recipient(s). And you can even attach the report in Excel format to your emails.
And if you do not want to rack your brain, we are at your disposal to take care of all the steps of the set up. Certified QuickBooks accountants, we offer our customers our expertise of more than 15 years on QuickBooks and Receipt Bank.
Blendy by Cogesten, #ExpertsComptables3.0 helps you automate your accounting and financial processes to support the development of your business.
Blendy by Cogesten (BbyC) – #ExpertsComptables3.0 – certified QuickBooks Premium
Excellence for your growth!