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 29, 2019, 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

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)

Highlights

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

Designed For

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

Prerequisite

Basic understanding of QuickBooks

Advanced Preparation

None