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QuickBooks: Customizing Reports to Meet Your Needs (QBCR)

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Live Webinar SELECT STARTING AT $89 (2 dates)

Credits: 2

Qualifies For: CPE

Instructor(s): Ilene Eisen, CPA, CITP, MBA

$89

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QuickBooks: Customizing Reports to Meet Your Needs (QBCR)

  • Customer Rating
  • Field of Study
    Computer Software & Applications
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

Create reports from within desktop QuickBooks to meet your needs quickly and efficiently. Lean about the various options including modifying reports and using report writers such as QuickBooks Statement Writer, as well as tips and tricks for expanding your options using Excel features.

Major Topics:

  • Working with QuickBooks reports and customizing features
  • Sending Reports to Excel using advanced features and updating changes
  • Excel features to enhance and customize Reports
  • Combining Reports from multiple companies
  • QuickBooks Statement Writer features

Learning Objectives

  • Learn about the three different types QuickBooks reports and customize features available in each report type
  • Learn how to run Payroll Reports in Excel
  • Learn how to “Combine Reports from Multiple Companies in Excel” from QuickBooks Enterprise
  • Learn Excel features such as sorting, filtering, tables, and Pivot Tables to get the information you need that is not accessible in QuickBooks to improve reporting capabilities
  • Use QuickBooks Statement Writer
  • Preview of Open Database Connectivity (ODBC) to create custom Reports
  • Preview QuickBooks Advanced Reports (QBAR)

Designed for:

QuickBooks users in Public Accounting industry, government, and Non-Profit Organizations

Prerequisite:

Basic understanding of QuickBooks

Advanced Preparation:

None

  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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