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QuickBooks Customizing Reports: Get the Reports You Always Wanted (QBCR)

Wednesday, December 21, 2016
04:00 PM - 06:00 PM (Eastern)

Ilene Eisen, CPA, CITP, MBA

  • Format Webinar
  • Credits 2
  • Level Basic
  • Field of Study Spec. Knowledge (2)

Overview

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)

Who should take this course:

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

Basic understanding of QuickBooks

None

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