ļ § Video Tutorials Create powerful financials in minutes. Workspaces Intro to workspaces Adding A Company Adding A Client Portal Changing your book month Consolidations Eliminations Currency Conversion Company Settings QUICKBOOKS DESKTOP CONNECTOR Dashboards Intro to dashboards Publishing A Dashboard Dashboard Templates Budgets/Forcasting Setting Up a budget/forecast Budget with Excel Statements/Metrics Intro to statements Intro To metrics how to build a metric Editing Columns & Rows Special Metrics Filter by Class/Department Display Options Row Change Display Options Class Filters Conditional Formatting Export Metric to Excel Additional Chart Settings Additional Table Settings Statement Templates Metric Templates Display Options Date Dropdown Additional Settings Statements Actual vs. Budget Column Type Exporting Metric/Statement to Excel Reports Building a Report Report builder elements Report Page Settings Live Text Live Text Sentences Table Of Contents Scratch Pad Editing Text Report Templates Report Theme Color Report Page Settings Conditional Formatting Live Text Client Portal Setting up a client portal Other Data Sources Data Sheets Google sheets integration Google Non-Date Columns Quickbooks Desktop
