QuickBooks Desktop and Online versions include hundreds of standardized reports. QuickBooks also includes features to customize reports to meet your needs. Learn how to efficiently use these tools to create reports that give you the information needed to run your business and make smart business decisions.
We will also explore various reporting tools included in QuickBooks (QuickBooks Statement Writer, QuickBooks Enterprise Advanced Reporting, and ODBC) that can be used to improve the report customization.
DESIGNED FOR
QuickBooks users in Public Accounting industry, government, and Non-Profit Organizations.
BENEFITS
- 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)
HIGHLIGHTS
- Working with QuickBooks reports and customizing features
- Sending reports to Excel using advanced features and updating changes
- Excel features to enhance and customize reports
- QuickBooks Statement Writer features
- QuickBooks Enterprise report tools
COURSE LEVEL
Basic
PREREQUISITES
Basic understanding of QuickBooks.
ADVANCE PREPARATION
None