- Gnucash 2.4 Small Business Accounting
- Copyright
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Getting Started with GnuCash
- Installing GnuCash on Windows
- Time for action - installing GnuCash on Windows
- But first, a tip to make your life easier with auto-save
- Taking the drudgery out of setting up accounts
- Time for action - creating the default business accounts
- Getting your business accounts done just right
- Time for action - fine tuning business accounts
- How to impress your accountant
- Strengths and limitations of GnuCash
- Summary
- 2. Transactions the Lifeblood of a Business
- A quick and easy way to enter simple transactions
- Time for action - entering simple transactions quickly and easily
- Entering a simple transaction in the account register
- Time for action - entering a simple transaction in the account register
- Entering a more complex transaction in the account register
- Time for action - entering a split transaction in the account register
- Anybody can change their mind
- Time for action - editing, cancelling, and deleting transactions
- A feeling of déjà vu
- Time for action - reusing transactions
- Summary
- 3. Fun and Eye-opening Part - Reports and Charts
- Viewing standard reports and charts
- Time for action - viewing standard reports and charts
- Creating a custom report and saving it
- Time for action - creating a custom report and saving it
- Working with stylesheets
- Time for action - working with stylesheets
- Exporting reports
- Time for action - exporting reports
- Summary
- 4. How not to Get Lost in the Transactions Jungle
- How not to get lost while hiking in the wilderness
- Manual reconciliation
- Time for action - reconciling with a printed monthly statement
- Electronic reconciliation
- Time for action - reconciling with a downloaded electronic statement
- Credit card reconciliation
- Vital point to remember when importing an OFX file
- Recovering from wrong selection of account
- Time for action - changing the account to import into
- Summary
- 5. Repetitive Work? Let GnuCash do it
- Let GnuCash worry about recurring transactions
- Time for action - creating a recurring transaction from the register
- A stitch in time saves nine
- Time for action - triggering scheduled transactions
- Tool to create many recurring transactions
- Time for action - creating scheduled transactions in bulk
- Summary
- 6. Business Mantra: Buy Now, Pay Later
- Credit is the lubricant for the wheels of business
- Billing terms and customers
- Time for action - setting up billing terms and adding customers
- Invoices and Accounts Receivable
- Time for action - keeping track of credit sales
- Setting the starting invoice number
- Time for action - setting the starting invoice number
- Processing payment
- Time for action - when the check is on hand
- Bills and accounts payable
- Time for action - keeping track of credit purchases
- Summary
- 7. Budget: Trip Planner for your Business
- Budget
- Time for action - creating a budget for your business
- Employees and payroll
- Time for action - making payroll entries in GnuCash
- Depreciation
- Time for action - making depreciation entries for assets
- Owner's drawing
- Time for action - entering owner's draw in your books
- Summary
- 8. Making Tax Times Less Stressful
- GnuCash currently supports only US business types for income tax
- Setting up income tax related accounts
- Time for action - mapping GnuCash accounts to tax schedules
- Creating income tax schedule report and TXF export
- Time for action - getting the numbers for tax returns
- Setting up sales tax tables
- Time for action - setting up sales tax tables
- Applying sales tax to invoices
- Time for action - charging sales tax on sales
- Summary
- 9. Printing Checks and Finding Transactions
- 10. Adapting GnuCash for Non-profits and Personalizing
- No separate non-profit version of GnuCash
- Bookkeeping for non-profits
- Time for action - using GnuCash features for non-profits
- Keeping funds for projects separately
- Time for action - allocating funds for projects
- Getting overall Income Statement
- Time for action - getting overall Income Statement
- Personalizing GnuCash
- Time for action - getting your work environment just right
- Protecting your data
- Time for action - backing up your data
- Summary
- 11. Data Import/Export: Use your Phone to enter Expenses
- Saving expense data in your smartphone and uploading to your PC
- Time for action - using a smartphone to save expense data
- Sending data through an expense tracking service
- Time for action - using an expense tracking service to get data into GnuCash
- Migrating to GnuCash from other accounting software
- Time for action - migrating to GnuCash from other software
- Exporting data from GnuCash
- Time for action - exporting data from GnuCash for migration and other purposes
- Summary
- 12. Application Integration and Other Advanced Topics
- These tutorials assume a certain level of proficiency
- Using OpenOffice.org Base to query data
- Time for action - using popular office software to query GnuCash data
- Using MS Excel to create reports and charts
- Time for action - connecting from Excel to create reports and charts
- Application integration
- Time for action - exporting contact information from GnuCash
- Foreign currency transactions
- Time for action - invoicing and receiving payment in Canadian dollars
- Other handy tips and tricks
- Time for action - grouping invoices for each contract separately
- Summary
- A. Pop quiz - Answers
- Chapter 1: Getting Started with GnuCash
- Chapter 2: Transactions the Lifeblood of a Business
- Chapter 3: Fun and eye-opening part - Reports and charts
- Chapter 4: How not to get lost in the transactions jungle
- Chapter 5: Repetitive work? Let GnuCash do it
- Chapter 6: Business Mantra: Buy Now, Pay Later
- Chapter 7: Budget: Trip Planner for your Business
- Pop quiz - calculating payroll
- Chapter 8: Making Tax Times Less Stressful
- Chapter 9: Printing Checks and Finding Transactions
- Chapter 10: Adapting GnuCash for Non-profits and Personalizing
- Chapter 11: Data Import/Export: Use your Phone to Enter Expenses
- Chapter 12: Application Integration and Other Advanced Topics
Let us see how we can export reports and charts in HTML format and open them in popular spreadsheet applications:
- As the first step, create or open the report that you want to export.
- From the menu select File | Export | Export Report. The Save HTML To File dialog will open.
- Select the folder where you want to save this exported report. Give it a file name with the extension
.htmland click Export:
- OpenOffice.org Calc spreadsheet: Click on the A1 cell in the top-left hand corner of the spreadsheet. From the menu, select Insert | Link to External Data. Click on the ellipsis next to the URL of the external data source field and select the HTML file from the folder where you saved it. In the Available tables/ranges, select HTML_all and click on OK. The report will appear in the spreadsheet.
- Microsoft Excel: Select File | Open and select the HTML file from the folder where you saved it. This is the same Transaction Report that you will see in GnuCash. It lists transactions from all the accounts that occur within a date range. The transactions are grouped by accounts. However, it is now formatted making use of the spreadsheet features, as shown in the following screenshot:
HTML is an open standard used for creating web pages. The ability to export the data in a standard format such as HTML allows you to use external applications for further formatting and for printing that report.
Tip
Shortcut for exporting a report to OpenOffice.org Calc
With the report open in GnuCash, you can click and drag the mouse to select all text. Simply paste it into Calc. The Text Import dialog will open. Click on OK and the report data will be imported into Calc.
If you export a chart to an HTML file format, it cannot be opened in spreadsheets. This is because it is an image file, not tabular data. However, it can be opened in a browser such as Firefox or Microsoft Internet Explorer. If you do want the tabular data, try the Show Report option in the charts. That can be opened in the spreadsheets.
- What is the file name extension for saving exported reports?
a.
.htmlb.
.lckc.
.gnud.
.rep
-
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