Name Date Class
QuickBooks Guide
Step-by-Step Instructions
What You’ll Learn Using QuickBooks
When you have completed this chapter, you will be able to use QuickBooks to:
1. Print a Trial Balance report.
2. Print a Profit & Loss report.
3. Print a Balance Sheet.
Problem 9-6 Preparing Financial Statements
INSTRUCTIONS
Begin a Session $/ 9/5 (!6%
Step 1 Launch the QuickBooks® Pro 2015 software. ! 15%34)/.
Step 2 Restore Problem [Link] file. Q. Does the QuickBooks
QuickBooks Guide
Prepare a Report and Proof Your Work software include an option to
print a Statement of Changes
Step 3 Print a Trial Balance report. in Owner’s Equity?
Step 4 Print a Profit & Loss report.
A. No. QuickBooks does not
To print a Profit & Loss report: provide the capability to print
a Statement of Changes in
• Choose Company & Financial from the Reports menu. Owner’s Equity report.
• Select Profit and Loss Standard.
• Press Tab and type 07/01/2015 in the From field.
• Press Tab and type 09/30/2015 in the To field.
• Click on the Refresh button to display the Profit &
Loss report. .OTES
• Click the Customize Report button to open the
Modify Report: Profit & Loss window. QuickBooks lets you
• Click the Header/Footer tab. create customized financial
• In the Report Title field delete Profit & Loss and statement reports by using
the Customize Report
type Income Statement.
option.
• Click OK.
• Click Print to print the report.
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• Click the Close window button, then click No when prompted to
memorize the report.
Step 5 Print a Balance Sheet.
To print a Balance Sheet
• Choose Company & Financial from the Reports menu.
• Select Balance Sheet Standard.
• Press Tab and type 09/30/2015 in the As of field.
• Press Tab once more to display the Balance Sheet.
• Click Print to print the report.
Analyze Your Work
Step 6 Complete the Analyze activity.
End the Session
Step 7 It is recommended that you back up your work for this session.
Chapter 9 ■ 1
10_Problem 9-6 QuickBooks [Link] 1 7/21/15 9:11 AM
Name Date Class
Print a Balance Sheet Summary report from the Reports
menu and use the report to calculate the current ratio.
QuickBooks Guide
Copyright © McGraw-Hill Education. All rights reserved.
2 ■ Chapter 9
10_Problem 9-6 QuickBooks [Link] 2 7/21/15 9:11 AM