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February 2, 2023
Question

Can you prepare pro forma financials in quick books?

  • February 2, 2023
  • 1 reply
  • 0 views
preparing projected financial statements

1 reply

Level 5
February 2, 2023

Hi there jody-matthews-pe,

 

it's important that all your transactions be entered correctly so that your books can be well-balanced, QuickBooks online is a great tool able to help you keep track of sales and expenses so you can see the profit of your company. I can provide some information about reports.

 

Within QuickBooks Online, there is the Cash flow planner that can help you forecast your cash flow based on past transactions. The information in the linked article provides details on how to use the cash flow planner to help you with your business.

 

If you have any other questions, feel free to reach out here.