Downloading this month’s data from Quickbooks
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Last month’s Profit and Loss
Once you’ve logged into Quickbooks, click on the Reports tab (1) and select the Profit and Loss option (2)
In the Report period window (3) select Last month (4) and click Run report (5)
Once the screen updates, click on the Export icon (6), click on Export to Excel (7) – and save this file to your computer, adjusting the file name to reflect the correct date range (e.g. Demo+Company Profit+and+Loss Nov20).
Feel free to click here to download a sample file to see if yours looks similar.
Last month’s Balance Sheet
Once you’ve logged into Quickbooks, click on the Reports tab (1) and select the Balance Sheet option (2)
In the Report period window (3) select Last month (4) and click Run report (5)
Once the screen updates, click on the Export icon (6), click on Export to Excel (7) – and save this file to your computer, adjusting the file name to reflect the correct date range (e.g. Demo+Company Balance+Sheet Nov20).
Feel free to click here to download a sample file to see if yours looks similar.
Last month’s invoice count
Once logged into Quickbooks, click on Sales tab (1), then click on Invoices (2)
In the Date window (3), click on Last month (4)
Scroll to the bottom of the page, and you’ll see the number of invoices from last month before the NEXT button (5)