ManagePLUS for QuickBooks

ManagePLUS for QuickBooks > Working with reports

• Welcome to ManagePLUS for QuickBooks
  • How to get the software...try it...and buy it
• Introduction
  • About this Help system
  • Resources for Learning ManagePLUS
  • Getting technical support
  • Online information and links
  • Contacting Flagship Technologies
• ManagePLUS Window Basics
  • The main window
  • Data windows (tabs)
  • Allocated OUT (to others) dialog (ManagePLUS Gold)
  • Report windows (tabs)
  • Preferences dialog
• Tutorials: Quick Start Basics
  • About the sample company files
  • 1. Adding/opening a new company file
  • 2. Choosing an accounting period
  • 3. Working with lists
  • 4. Attaching units of measure to accounts
  • 5. Adding management quantities (Classes example)
  • 6. Working with transactions
  • 7. Creating and printing a report
  • 8. Using grid features (Transactions example)
• Tutorials: Advanced Quantity Handling (Optional)
  • 9. Getting started with advanced quantity handling
  • 10. Entering quantity information in your QuickBooks transactions
  • 11. Finding and fixing transaction quantity errors
  • 12. Seeing advanced quantity information in reports
• Tutorials: Cost Centers, Profit Centers, and Allocation
  • About allocation, profit measurement, and QuickBooks
  • 13. Getting started with allocation
  • 14. Editing / viewing allocation column details
  • 15. Allocating from an account to classes
  • 16. Allocating from a class to other classes
  • 17. Viewing allocation transactions and Chart of Accounts changes
  • 18. Getting a Profit Anaysis report
  • 19. Sending allocation transactions to QuickBooks
  • 20. Reusing your allocation formulas
• How-To Procedures
  • Customizing the main toolbar
  • Disconnecting from QuickBooks
  • Enabling and using classes in QuickBooks
  • Using ManagePLUS grids
    • Grid features overview
    • Resetting a grid to defaults
    • Choosing and arranging grid columns
    • Sorting grids
    • Grouping grids
    • Filtering grids
    • Selecting grid rows
  • Using the advanced quantity handling features
    • Enabling advanced quantity handling
    • Entering quantities in the Memo/Description field
    • Entering two quantities in transactions
    • Entering quantities as mathematical formulas
    • Quantity tips, notes, and FAQ
  • Working with reports
    • Customizing report appearance
    • Exporting reports to Microsoft Excel
    • Using reports for "what-if" analysis
    • Report tips, notes, and FAQ
  • Working with Cost Centers, Profit Centers, and Allocation
    • Creating allocation formulas
    • Allocating more effectively
    • Sending/deleting allocation transactions to/from QuickBooks
    • Allocation tips, notes, and FAQ
• Reference
  • Keyboard Shortcuts Reference
  • Main Menu Reference
    • File menu
      • File > Print submenu
    • Edit menu
    • View menu
    • Lists menu
    • Reports menu
      • Reports > Profit & Loss submenu
        • Reports > Profit & Loss > Active Period, by submenu
        • Reports > Profit & Loss > Active Period, quick reports submenu
      • Reports > Profit & Loss with Classes submenu
        • Reports > Profit & Loss with Classes > Active Period, by submenu
        • Reports > Profit & Loss with Classes > Active Period, quick reports submenu
    • Window menu
    • Help menu
  • Toolbars Reference
    • Main toolbar
    • Data window toolbars
      • Data window toolbar: Grid menu
        • Grid > Expand/collapse groups submenu
        • Grid > Ungroup submenu
        • Grid > Columns submenu
        • Grid > Clear grid settings submenu
      • Data window toolbar: Format menu
      • Data window toolbar: Export menu
    • Report window toolbars
      • Report window toolbar: Format menu
        • Format > Column widths submenu
      • Report window toolbar: Print menu
      • Report window toolbar: Export menu
    • Other toolbars
      • Transactions window sub-toolbar
        • Show Group Levels menu
  • Pop-up (right-click) Menus Reference
    • Data window pop-up menu
    • Reports pop-up menu
      • Column widths submenu (Report pop-up)
  • Dialogs & Miscellaneous Windows Reference
    • About dialog
    • Add New Accounting Period dialog
    • Allocation details dialogs (various)
    • Allocation Features dialog
    • Change Color dialog
    • Change Password dialog
    • Circular Reference Error window
    • Customize Toolbar dialog
    • Edit Report Style dialog
    • Export dialog
    • Getting Started dialog
    • Grid Options dialog
    • ManagePLUS Registration dialog
    • Modify Report dialog
    • Open Company dialog
    • Preferences dialog
      • Preferences dialog > Personal > Options
      • Preferences dialog > Personal > Colors
      • Preferences dialog > Personal > Fonts
      • Preferences dialog > Personal > Message Display
      • Preferences dialog > Company > Options
      • Preferences dialog > Company > QuickBooks Connection
      • Preferences dialog > Program > User Login
    • Print dialog
    • Print Preview dialog
    • Select Accounting Period dialog
    • Transactions to Refresh dialog
    • User Login dialog
    • What to Ungroup? dialog
  • Data Windows Reference
    • Chart of Accounts window
    • Classes window
    • Transactions window
    • Data window columns reference
  • Reports Reference
    • Transactions window "report"
    • Profit & Loss report
    • Profit & Loss with Classes report
    • Profit Analysis report
    • Report columns reference