Courses

Surgent's QuickBooks: Customizing Reports to Meet Your Needs (QBCR)

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Member Price: $0.00 Non-Member Price: $0.00

Date/Time:: May 30, 2018, 4:00pm–6:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
Level:: Basic

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.

Objective

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)

Highlights

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

Designed For

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

Prerequisite

Basic understanding of QuickBooks

Advanced Preparation

None