Webcast: QuickBooks: Customizing Reports (XSQBCR117)
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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.

 Export to Your Calendar 8/30/2017
When: 08/30/2017
3:00 PM until 5:00 PM
Where: Webcast
SURGENT
QBCR-2017-01-WEBNR-242-01
United States
Presenter: Ilene Eisen, CPA, CITP, MBA


Online registration is available until: 8/28/2017
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Acronym XSQBCR117
CPE 2 hours
Vendor Surgent
Category
Management
Level Basic
Prerequisite Basic understanding of QuickBooks
Adv Prep None
Yellow Book? No
Designed for QuickBooks users in Public Accounting industry, government, and nonprofit organizations
Registration
Member $89
CPA Non-Member $114

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course 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)

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