How to Prepare Financial Statements on Quickbooks Pro


QuickBooks Pro allows users to prepare financial statements based on the data saved in the application. Financial statements are a valuable resource because they can help businesses to review their financial history, see exactly what their current financial status is and then use the information to plan for the future. You can prepare a financial statement by using the Intuit Statement Writer (ISW) add-on. The add-on is built in in some versions of QuickBooks, or it can be downloaded from the Intuit website. The ISW add-on requires Microsoft Excel to also be installed on the computer to display the statements.

Launch QuickBooks Pro.

Click "Reports" from the main menu bar, then select "Intuit Statement Writer" from the drop-down list. The Intuit Statement Writer window opens.

Click the "Create New Report" button. The New Financial Report window opens.

Select the report date from the drop-down box under "Selected Period" at the top of the window. Alternatively, you can select a date range by selecting the dates in the "From" and "To" drop-down boxes.

Click the check box next to "Accrual" or "Cash" in the "Basis" box.

Click on a statement you want to create in the "Statement and Document Templates" box on the left-side of the window. Click the "Right Arrow" to move the selected statement into the "Financial Report Contents" box.

Enter a name for the financial statement in the "Report Name" box, then click "OK." The financial statement will open in Microsoft Excel. Click "File," then "Save" in Excel to save the statement.

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