How to Prepare Financial Statements on QuickBooks Pro

QuickBooks uses the digital records from your business to create financial statements for you.

QuickBooks Pro allows you to generate financial statements from your business records without you having to do any manual calculations. You can adjust report columns and contents to show only the specific information you require. You can customize all your QuickBooks Pro reports in this way. You can also create statements for individual customers listing their transactions with your company for the previous month and their current outstanding balances.

Creating Company Financial Statements
Step 1

Click the "Reports" drop-down menu and select "Company & Financial." Click the report you want to prepare. You'll find more reports listed under "Accountant & Taxes."

Step 2

Customize the report by filling in the "From" and "To" date fields or choosing an option from the "Dates" drop-down menu.

Step 3

Click the "Modify Reports" button. Under the Display tab, click the items you want to include in your statements. A check mark will appear next to each item. Click on items you do not want to include to remove the check marks, if those boxes are checked. Adjust any items on the other tabs and click the "OK" button.

Step 4

Click the "Print" button. Besides printing, you also have the option to memorize, email or export the report to a spreadsheet with your selected options.

Step 1

Click the "Customers" menu and then click "Create Statements."

Step 2

Verify the statement date in the Statement Date field and the time period you want the statement to cover in the Statement Period fields.

Step 3

Choose the customer option you want to print. The options are "All Customers," "Multiple Customers," "One Customer," "Customers of Type" and "Preferred Send Method."

Step 4

Click the "Print" button to print the customer statements. If you want to view the statements first, click the "Preview" button. A Print button will also appear on the Statement Preview window once you've verified the statements are accurate.

Watch this video To See how it works


https://www.youtube.com/watch?v=VW3KY6Sbuhg