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Reporting Tips and Tricks for QuickBooks Desktop Reporting (4152970A)
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Reports are the cornerstone of any accounting system. QuickBooks accounting software is no different. The first step is entering all the data, but now the time has come to use that data. What do you need to know about QuickBooks reports? How do cash versus accrual reports really work? What can you do to help your clients create reports they will use on a regular basis? When are QuickBooks reports alone simply not enough? Learn how to leverage the information contained in the QuickBooks data file

6/10/2015
When: 6/10/2015
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 accounting software is no different. The first step is entering all the data, but now the time has come to use that data. What do you need to know about QuickBooks reports? How do cash versus accrual reports really work? What can you do to help your clients create reports they will use on a regular basis? When are QuickBooks reports alone simply not enough? Learn how to leverage the information contained in the QuickBooks data file.

  

Objectives:
Identify types of reports in QuickBooks desktop products.
Determine how QuickBooks desktop products define cash versus accrual for reporting.
Recognize alternatives to quickly create the reports you need using QuickBooks desktop products.

 

Major Subjects:
What reports do you need?
QuickBooks: What can you do and when is QuickBooks not enough?
Tips and tricks for better reports

Designed For:

Accountants and their QuickBooks clients.
 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Bonnie J. Nagayama, CPA

Vendor: CalCPA

Field of Study: Info Tech

Level:  Overview

CPE Credit: 2 hours

Acronym: RTTQB

 

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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