Using the Statement Wizard, several types of statements can be setup.

 

The available statement types are:

 

1. Custom Balance Sheet. This statement will start a blank statement page in the statement editor This statement can be completed by using the other Statement Wizard options and/or by using the statement maintenance functions. For more detail information on this statement Click Here.

 

 

2. Custom Profit and Loss Statement. This statement will start a blank statement page in the statement editor This statement can be completed, or modified, by using the other Statement Wizard options and/or by using the statement maintenance functions. For more detail information on this statement Click Here.

   


3. Custom Cash Flow Statement. This statement will start a blank statement page in the statement editor This statement can be completed, or modified, by using the other Statement Wizard options and/or by using the statement maintenance functions. For more detail information on this statement Click Here.


4. Balance Sheet QuickBooks Style Statement. The complete Balance Sheet statement will be created in a style similar to the standard QuickBooks Balance Sheet. This statement can be used as is or can be completed, or modified, by using the statement maintenance functions. For more detail information on this statement. Click Here.    

5. Profit and Loss Demo QuickBooks Style Statement. The complete demo statement will be created in a style similar to the standard QuickBooks Profit and Loss. This statement can be used as is or can be completed or modified, by using the statement maintenance functions. One of the primary purposes of this statement is to help the user understand the setup process. For more detail information on this statement Click Here.


6. Rolling Twelve Month Profit and Loss Statement. The complete rolling 12 month profit and loss statement will be created in a style similar to the standard QuickBooks Profit and Loss, but with the profit and loss information for each of the last 12 months. This statement can be used as is or can be completed or modified, by using the statement maintenance functions. For more detail information on this statement Click Here.


7. Cash Flow Statement. The complete statement will be created in a style similar to the standard QuickBooks Cash Flow Statement. This statement can be used as is or can be completed or modified, by using the statement maintenance functions. One of the primary purposes of this statement is to help the user understand the setup process. For more detail information on this statement Click Here.