Here's what I do to get my financials into an excel spreadsheet.
It's important that you do each step carefully because when it's in the excel format I'll be teaching you some secret 'ninja' moves!
Once you've finished the instructions below this is how they should look this spreadsheet:
[membership_downloads_box title="Your Multi Period Report Documents"]You may need to right-click the following links and select Save Link As to download the file to your computer[membership_download_item_excel link="https://www.add10million.com/wp-content/uploads/2013/03/MYOB-MultiPeriodComparison-Example-AVG-PCSales-BEP.xls" + target="_blank"]Multi period Report Sheet[/membership_download_item_excel] [/membership_downloads_box]
Here are the instructions.
MYOB Instructions
[membership_downloads_box title="Your MYOB Instructions Documents"]You may need to right-click the following links and select Save Link As to download the file to your computer[membership_download_item_pdf link="https://www.add10million.com/wp-content/uploads/2013/03/MultiPeriodPLsinMYOBorText.pdf" + target="_blank"]MYOB Instructions PDF[/membership_download_item_pdf] [/membership_downloads_box]
This is what it should look like.
[membership_downloads_box title="Your Multi Period Comparison Example Documents"]You may need to right-click the following links and select Save Link As to download the file to your computer[membership_download_item_excel link="https://www.add10million.com/wp-content/uploads/2013/03/MYOB-MultiPeriodComparison-Example.xls" + target="_blank"]Multi period Comparison Example Sheet[/membership_download_item_excel] [/membership_downloads_box]
QuikBooks Instructions
[membership_downloads_box title="Your Quickbooks Instructions Documents"]You may need to right-click the following links and select Save Link As to download the file to your computer[membership_download_item_pdf link="https://www.add10million.com/wp-content/uploads/2013/03/HowToDoMonthbyMonth-Quickbooks.pdf" + target="_blank"]Quickbook Instructions PDF[/membership_download_item_pdf] [/membership_downloads_box]
This is what it should look like (this is from MYOB - but it should look similar).
[membership_downloads_box title="Your Multi Period Comparison Example Documents"]You may need to right-click the following links and select Save Link As to download the file to your computer[membership_download_item_excel link="https://www.add10million.com/wp-content/uploads/2013/03/MYOB-MultiPeriodComparison-Example.xls" + target="_blank"]Multi period Comparison Example Sheet[/membership_download_item_excel] [/membership_downloads_box]
Other Accounting Software?
No problem. They will all do a similar 'multi-period' report. Please look at the files under the MYOB instructions as that's how they should look.
Final Steps
Follow the video in this link to complete the final steps.
http://www.caseygollan.com.au/newsletter/oct10/multiperiod.html
Once you have done this last step for each of the years - please send them to me.
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