Webinar

Surgent's QuickBooks: Customizing Reports (QBCR)

  • Wednesday, December 20, 2017

    4:00pm – 6:00pm
  • 2
    CREDITS
    Computer Science

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)

Highlights

  • 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

Additional Information

Designed For

QuickBooks users in Public Accounting industry, government, and Non-Profit Organizations

Vendor

Surgent

Advanced Preparation

None

Prerequisite

Basic understanding of QuickBooks

Field of Study

Computer Science

Course Number

1723288

Level of Knowledge

Basic

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