Webcast: Surgent's QuickBooks: Customizing Reports to Meet Your Needs (XSQBCR18)
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Create reports from within desktop 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, as well as tips and tricks for expanding your options using Excel features.

 Export to Your Calendar 5/30/2018
When: 05/30/2018
3:00 PM until 5:00 PM
Where: Webcast
SURGENT
QBCR-2018-01-WEBNR-150-01
Louisiana
United States
Presenter: Ilene Eisen, CPA, CITP, MBA


Online registration is available until: 5/28/2018
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Acronym XSQBCR18
CPE 2 hours
Vendor Surgent
Category
Management
Level Basic
Prerequisite Basic understanding of QuickBooks
Adv Prep None
Yellow Book? No
Registration Fees
Members* $89
CPA Non-Members $114

*The member rate applies to LCPA members, other state CPA 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 desktop 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, as well as tips and tricks for expanding your options using Excel features.

Objectives

    • Learn about the three different types QuickBooks reports and customize features available in each report type
    • Learn how to run Payroll Reports in Excel
    • Learn how to “Combine Reports from Multiple Companies in Excel” from QuickBooks Enterprise
    • Learn Excel features such as sorting, filtering, tables, and Pivot Tables to get the information you need that is not accessible in QuickBooks to improve reporting capabilities
    • Use QuickBooks Statement Writer
    • Preview of Open Database Connectivity (ODBC) to create custom Reports
    • Preview QuickBooks Advanced Reports (QBAR)

Major Topics

    • Working with QuickBooks reports and customizing features
    • Sending Reports to Excel using advanced features and updating changes
    • Excel features to enhance and customize Reports
    • Combining Reports from multiple companies
    • QuickBooks Statement Writer features

Note: Login instructions will be provided by the webcast vendor (Surgent).