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ManagePLUS
for QuickBooks
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 A Quick Look at
Using ManagePLUS

 

ManagePLUS for QuickBooks

 

  Working with ManagePLUS
 

 

This page shows the basics of working with ManagePLUS.


Working with ManagePLUS

Here's what happens along the way to getting reports from ManagePLUS...

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

    Optionally, you can include extra quantity information if you're using ManagePLUS, such as having a second quantity associated with the transaction. (More on this later.)

  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 it can be any range of dates you want.

    Why this step? ManagePLUS lets you associate "extra" information with QuickBooks lists, such as the Classes list, in each accounting period (as you'll see in step 4, below). Selecting a different accounting period causes ManagePLUS to automatically load and use the "extra" information you've added to lists for that period.

  3. Next, you have ManagePLUS refresh its copy of important QuickBooks lists like the Chart of Accounts and Classes lists, as well as transactions for the accounting period you selected. To do this, you just click on the Refresh button.

  4. For information-rich reports, you will want to associate extra information with your QuickBooks lists. Associating amounts of production or use with Classes, as shown here, allows ManagePLUS reports to automatically give you per-unit-of-production or -use statistics on reports.

    Also, you can associate units of measure (tons, pounds, gallons, bushels, etc.) with accounts in the Chart of Accounts, with lets ManagePLUS label quantities with appropriate units, making reports easier to read and understand.

  5. With transactions, lists, and extra information all in place in ManagePLUS, you're ready to start using them to get management information from your records. Drag a few column headings around in the Transactions window, and in an instant you'll have information like this:


      
  6. Want more? ManagePLUS has a variety of reports containing the kinds of detailed management information you saw on the Overview page.


     
  7. Reports are created in ManagePLUS' 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: 

 

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