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Guides for connecting QuickBooks, building reports, consolidating entities, and shaping financial statements the way your stakeholders read them.
01
Getting Started
Articles on software setup, adding companies and defining user permissions
02Reports
Articles on how to create and refresh reports, and share them
03Consolidation
Articles on multi-entity consolidation
04Build your model
Articles on building custom model
05Custom Financial Statements
Articles on chart of accounts flexibility
06Security and Compliance
Data security and third party approvals
074-4-5 reporting calendars
Enable 4-4-5 weeks reporting periods
08Copy and Link
This helps duplicate your reporting package for the subsequent reporting period with few clicks
09Budgets
Set up budgeting, build budgets from QuickBooks or your own files, and compare them against actuals.