This page shows the basics of how to work with ManagePLUS. If you'd prefer to see a video, click on the link in the box below.

See ManagePLUS in action:  Click on the link at right to see a Flash movie of ManagePLUS working with QuickBooks...it's one of several videos in the  ManagePLUS Videos & Tutorials Library.	Flash movie
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Here's what happens along the way to getting reports from ManagePLUS...

1. Enter transactions in QuickBooks, as usual. Here's a Sales Receipt--a good way to get quantity information into sales transactions.

   

   Though completely optional, you may want to include extra information in some transactions if you're using ManagePLUS. For example, as the following Deposit example shows, you may enter quantity information in the Memo field in transaction types which don't normally support quantities. Or you might enter a second quantity in the Memo or Description field, where that information is useful. (ManagePLUS supports having two quantities associated with each line of your transactions.)

   

2. When you are ready to work in ManagePLUS, the first thing you do is select an accounting period to work with--usually a specific year, quarter, or month; but in ManagePLUS an "accounting period" can be any range of dates you want it to be.

   

3. Next, you have ManagePLUS refresh its copy of important QuickBooks lists like the Chart of Accounts and Classes lists, plus retrieve transactions for the accounting period you selected. To do this, you just click on the Refresh button in the ManagePLUS for any lists which may have changed in QuickBooks.

   

4. For information-rich reports, you will want to associate extra information with your QuickBooks lists in ManagePLUS. For example, you may associate units of measure (tons, pounds, gallons, bushels, etc.) with accounts in the Chart of Accounts that are bought or sold in specific units. This step is important, because it "turns on" quantity reporting for those accounts in ManagePLUS reports. You may also associate quantities of production or use with QuickBooks Classes, as shown here, as a basis for per-unit information on report.

   

5. Armed with a copy of your QuickBooks lists and the extra information you've provided, ManagePLUS can prepare reports containing the kinds of detailed management information you saw on the Overview page--the illustrations there are from actual ManagePLUS reports.

   
    

6. ManagePLUS displays reports in its own internal spreadsheet. So once you've created a report you can:

   		Print it.
   		Export it to Microsoft Excel, to work with it there.
   		Do all the "what-if" analysis you want:  change input costs, change sales dollars or sales quantities, change production/use quantities, etc. and see how those changes might affect specific Classes or your whole business. ManagePLUS can highlight the cells which you may change, in a different color: