Mobile Edition


QuickBooks: Customizing Reports (QBCR) (SUQBCR04)

 
Date:Wednesday, December 20, 2017
Time:4:00 PM - 6:00 PM
(Registration at 3:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Ilene Eisen
Vendor:Surgent McCoy
Course Level:Basic
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

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.

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)


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


Who Should Attend:
QuickBooks users in Public Accounting industry, government, and Non-Profit Organizations

Prerequisite:
Basic understanding of QuickBooks

Advanced Preparation:
None

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.