Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

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About Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

The How-To Guide for Profit & Loss Reports in Quickbooks (Part 3)

by Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

Do you know how to access your Balance Sheet and Profit & Loss reports from QuickBooks? In this how-to guide, you will discover the process to do just that.

This is Part III of how to create Balance Sheet and Profit & Loss reports from QuickBooks. If you missed the other parts of this series, you may find Part I here and Part II here

Topics: Accounting & Finance

The How-To Guide for QuickBooks Reports: Balance Sheets (Part 2)

by Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

This is Part II of a three-part how-to series for creating your Balance Sheet (BS) and Profit & Loss (P&L) reports from QuickBooks.

Topics: Bank Customer Tips, Accounting & Finance

The How-To Guide for Balance Sheets and Profit & Loss from QuickBooks (Part1)

by Margie Monroe

Margie Monroe, CPA, LLC

Margie has been a CPA since 1980 and has always enjoyed assisting people. Whether it was her early years in both public and private accounting or her twenty plus years working with nonprofit organizations. For the last ten years, she has assisted businesses and individuals with their accounting needs using QuickBooks Pro, Premier, Enterprise, POS and Online through Margie Monroe, CPA, LLC. She can be reached at margie@margiemonroecpa.com.

The Balance Sheet (BS) and Profit & Loss reports (P&L) are two of the most used reports that make up your Financial Statements (FS). But you shouldn’t be producing these reports only for your banker when you want a loan or for your CPA at tax time. 

Topics: Accounting & Finance

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