QuickBooks: Customizing Reports to Meet Your Needs Webinar

May 30
4:00 - 6:00 p.m.

Online

2-Other
CPE Credits

  • 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

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. QBCR-2018-01-WEBNR-150-01 Level: Basic

Prerequisites: Basic understanding of QuickBooks

Notes

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Ilene Eisen

Associate