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Advanced Reporting Features in QuickBooks Desktop (4152972B)
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Reports are the cornerstone of any accounting system. QuickBooks has 100-plus standard reports that can be customized to some degree and new in 2014, Intuit released a built-in application called Advanced Reporting. This course is designed to highlight the features and functionality available to illustrate the next level of reporting available for your QuickBooks data.

1/17/2016
When: 01/17/2016
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Bonnie J. Nagayama, CPA
Contact: April Deneault
801-834-6634


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Reports are the cornerstone of any accounting system. QuickBooks has 100-plus standard reports that can be customized to some degree and new in 2014, Intuit released a built-in application called Advanced Reporting. This course is designed to highlight the features and functionality available to illustrate the next level of reporting available for your QuickBooks data.

  

Objectives:
Recall the reporting alternatives within QuickBooks.
Determine how to solve your reporting needs.
Recognize techniques to be effective in developing reports.
Identify tips and tricks to create better reports.

 

Major Subjects:

What reports do you need?
What can you do in QuickBooks alone?
When is QuickBooks desktop not enough?
Tips and tricks for better reporting using Advanced Reporting.

 

Designed For:

Accountants and their clients who want to explore the Advanced Reporting feature included in QuickBooks.
 

Prerequisite: General knowledge of QuickBooks.

 

Advanced Prep: None

  

Speaker: Bonnie J. Nagayama, CPA

Vendor: CalCPA

Field of Study: Info Tech

Level:  Intermediate

CPE Credit: 2 hours

Acronym: ARQBD

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Bonnie J. Nagayama, CPA, has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. Her primary focus is on helping accountants and consultants who support QuickBooks clients. Ms. Nagayama offers practical solutions through webinars, technical support, diagnostic software and consulting services. She was the recipient of the Education Foundation's 2001 Award for Instructor Excellence. She is an Intuit Solution Provider, Advanced Certified QuickBooks Professional Advisor.  Ms. Nagayama also wrote several of the required continuing education courses for Intuit and is a member of the Intuit Trainer/Writer Network.

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