Surgent's QuickBooks: Customizing Reports to Meet Your Needs (QBCR)

  • Wednesday, May 30, 2018

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

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.


  • 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)


  • 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

Additional Information

Designed For

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



Advanced Preparation



Basic understanding of QuickBooks

Field of Study

Computer Science

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