ACPEN: K2’s Better Reporting With QuickBooks Online

Overview

With over 7 million businesses relying on QuickBooks Online, one thing is clear: excellent financial reporting isn't optional - it's essential. Yet many users struggle to access the insights they need, often limited by subscription tiers or simply unaware of the powerful tools at their fingertips-that's where this session comes in.

This session is your fast track to mastering QuickBooks Online's reporting capabilities. Whether you're a small business owner, accountant, or financial manager, you'll discover how to:

• Build and customize Standard, Custom, and Management Reports
• Leverage the new Spreadsheet Sync tool to create dynamic, multi-company reports in Excel
• Uncover hidden features that help you make smarter, faster decisions

If you're ready to transform your data into actionable insights and finally get the reports you need, this session is your game-changer.
Join us and take control of your QuickBooks Online reporting like never before!

Highlights

• The types of reports available in QuickBooks Online, by subscription level
• Customizing reports to meet your needs
• Spreadsheet Sync in QuickBooks Online Advanced

Prerequisites

Basic understanding of small business reporting needs and tools, including QuickBooks Online

Designed For

QuickBooks Online users seeking to improve reporting processes

Objectives

• Differentiate between report types in QuickBooks Online
• Select the steps necessary to create custom reports
• Identify how Management Reports differ from traditional reports
• Determine ways to use the Spreadsheet Sync feature in QBO

Preparation

 None