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ManagePLUS &
ManagePLUS Gold
for QuickBooks
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 ManagePLUS
Video Library

 

ManagePLUS for QuickBooks

 

 

Videos on this page all open in a separate window and play as Adobe Flash movies.


About ManagePLUS

ManagePLUS Overview
A basic look at ManagePLUS, how it works with QuickBooks, and example reports. Based on the QuickBooks farm business company file which is installed with ManagePLUS (Farm business example).

VIDEO:

(14 minutes)

 


Cost Accounting with ManagePLUS Gold
NEW Videos!

Management Quantities:  the Most Valuable Feature?
Demonstrates using management quantities to get per-unit details on reports, and as a basis for allocating income and expense. (Haul-Rite Trucking Company example).

VIDEO:

(5 minutes)

Setting up QuickBooks Classes as Cost Centers and Profit Centers (ManagePLUS Gold)
Shows how to mark classes as cost centers or profit centers, and illustrates the benefits. (Haul-Rite Trucking Company example).

VIDEO:

(3 minutes)

If you only have time to watch one video, watch this one!

Drag-and-Drop Allocation to Profit Centers and Cost Centers (ManagePLUS Gold)
Demonstrates assigning income and expense from an expense accounts to cost centers and profit centers, and allocating amounts from a cost center to a profit center based on management quantities. (Haul-Rite Trucking Company example).

VIDEO:

(5 minutes)

How to Trace a Chain of Allocations
Demonstrates how to trace an allocation formula across multiple accounts and classes, to its destination class(es). (Haul-Rite Trucking Company example).

VIDEO:

(3 minutes)

 


Using ManagePLUS

Adding a Company File and Connecting to QuickBooks
How to add a new company file in ManagePLUS and connect to its corresponding QuickBooks company file. Important information for first-time users!

VIDEO:

(5 minutes)

Sample Company File(s)
ManagePLUS comes with sample QuickBooks company files. Here's how to find them and use them.

VIDEO:

(4 minutes)

Getting your QuickBooks records into ManagePLUS
How to refresh ManagePLUS' copy of your Chart of Accounts, Classes list, and transactions in ManagePLUS.

VIDEO:

(3 minutes)

"Playing" with Transactions...Visually!:
The Basics

Using only mouse clicks and drags, you can sort, filter, group, and arrange transactions to get useful information summaries in the Transactions tab, in seconds!

VIDEO:

(7 minutes)

 


Getting Real, Useful
Management Information

"Playing" with Transactions...Visually!:
Grouping Transactions for Quick Management Information
Grouping transactions by Account and by Class gives you a fast, flexible way to get useful information from your transactions.

VIDEO:

(8 minutes)

In addition to videos you can get our free Crop Records Example, which consists of (1) a company file you can open in QuickBooks 2003 or later, and (2) a set of step-by-step instructions in .PDF format, for getting crop yield information from a set QuickBooks records by using various grouping techniques.

The example is based on a small number of QuickBooks transactions and a Classes list structured to hold the following information:

   Crop
      Crop Year
         Farm/Location
            Field ID
               Variety

You can download the Crop Records Example from our ManagePLUS Downloads page. Or wto have a look at the instructions first, click here to view the online version of them (opens in a separate window).

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