by Laura Madeira | August 26, 2013 9:00 am
QuickBooks Statement Writer (QSW) is available with QuickBooks Accountant and QuickBooks Enterprise software. Used to create custom financials, connecting the data with Microsoft Excel.
QuickBooks offers users a lot of flexibility when working with a chart of accounts. Often, several chart of account list items might have been created since your last review of the data. The QSW tool enables you to create customized financials grouping accounts together without affecting the client’s original chart of accounts.
To combine account rows, follow these steps:
Combine multiple QuickBooks account rows into one in the customized financials. No change is made to the QuickBooks file.
Multiple cash rows are now included in a single row. Mouse over the row to see the accounts included.
To separate the accounts, in step 2 choose the Separate Accounts menu choice.
One of the most efficient uses in customizing your client’s financials is the capability to combine “like” rows of data into a single row. Your financials will be more professional in appearance, while not affecting the client’s chart of accounts.
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