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QuickBooks: Customizing Reports (QBCR)
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Create reports from within 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 and QuickBooks Advanced Reporting as well as tips and tricks for expanding your options using Excel features.

8/30/2017
When: Wednesday , 30 August , 2017
2:00:00 PM - 4:00:00 PM
Where: Webcast
SURGENT
QBCR-2017-01-WEBNR-242-01
United States
Presenter: Ilene Eisen, CPA, CITP, MBA
Contact: April Deneault
801-466-8022


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Description

Create reports from within 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 and QuickBooks Advanced Reporting as well as tips and tricks for expanding your options using Excel features.

Major Topics

 

  • Reports included in QuickBooks
  • Reports – Sorting and filtering tips
  • Sending Reports to Excel and updating changes
  • Excel features to enhance and customize Reports
  • Using ODBC to create Reports
  • Combining Reports from multiple companies

Learning Objectives
  • Easily modify QuickBooks Reports
  • Describe Excel features to improve reporting capabilities
  • Use QuickBooks Statement Writer
  • Know how to “Combine Reports from Multiple Companies in Excel”
  • Set up and use ODBC to create custom Reports
  • Preview QuickBooks Advanced Reports (QBAR)


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

CPE Credit: 2 hours

Price: $89

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