Webcast: Advanced Reporting Features in QuickBooks Desktop (CAARQBD15)
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When: 06/11/2015
1:00 PM until 3:00 PM
Where: Webcast
United States
Presenter: Bonnie J. Nagayama, CPA

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Registration Fees
Members $70
Non-Members $94

CPE: 2 hours
Level: Intermediate
Vendor: CAL CPA
Category: Management
Prerequisites: General knowledge of QuickBooks.
Advanced prep: None

Who should attend: Accountants and their clients who want to explore the Advanced Reporting feature included in QuickBooks.

Reports are the cornerstone of any accounting system. QuickBooks has 100-plus standard reports that can be customized to some degree and new in 2014, Intuit released a built-in application called Advanced Reporting. This course is designed to highlight the features and functionality available to illustrate the next level of reporting available for your QuickBooks data.


  • Recall the reporting alternatives within QuickBooks.
  • Determine how to solve your reporting needs.
  • Recognize techniques to be effective in developing reports.
  • Identify tips and tricks to create better reports.

Major Topics

  • What reports do you need?
  • What can you do in QuickBooks alone?
  • When is QuickBooks desktop not enough?
  • Tips and tricks for better reporting using Advanced Reporting.