Webcast: K2's QuickBooks Statement Writer (XKQSW217)
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The QuickBooks Statement Writer (QSW) is a full-featured report writer for QuickBooks. It will revolutionize the way you prepare financial statements and management reports in QuickBooks. For example, QSW allows users to rename and rearrange accounts for reporting without changing the underlying chart of accounts; create standardized report templates that can be reused with other clients; and prepare reports with title pages, cover letters, and other supporting documents while preserving the abi

 Export to Your Calendar 10/6/2017
When: 10/06/2017
12:00 PM until 2:00 PM
Where: Webcast
K2 Enterprises
United States
Presenter: Mac McClelland


Online registration is available until: 10/4/2017
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Acronym XKQSW217
CPE 2 hours
Vendor K2 Enterprises
Category
Management
Level Intermediate
Prerequisite Good working knowledge of QuickBooks and QuickBooks reporting
Adv Prep None
Yellow Book? No
Designed for Accountants and QuickBooks users who want to use the QuickBooks Statement Writer more effectively
Registration
Member $79
CPA Non-Member $104

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

The QuickBooks Statement Writer (QSW) is a full-featured report writer for QuickBooks. It will revolutionize the way you prepare financial statements and management reports in QuickBooks. For example, QSW allows users to rename and rearrange accounts for reporting without changing the underlying chart of accounts; create standardized report templates that can be reused with other clients; and prepare reports with title pages, cover letters, and other supporting documents while preserving the ability to refresh or update the data from QuickBooks. If you haven't looked at the QuickBooks Statement Writer lately, don't miss this opportunity to learn how to improve financial reporting in QuickBooks.

Objectives

Upon completing this course, you should be able to:

  • Identify the steps used to create, format, edit, and save Excel-based financial statements using the QuickBooks Statement Writer
  • List and describe the five properties associated with reports in the QuickBooks Statement Writer
  • Explain how to group, rearrange, and rename accounts without changing the underlying account properties in the chart of accounts

Topics

  • Creating financial statements and management reports using QSW
  • Saving and using custom report templates with other QuickBooks company files
  • Adding title pages, cover letters, and supporting documents to financial reports
  • Modifying QSW properties and settings to better meet your needs