Customizing Reports: So Much More

Introduction:

QuickBooks contains powerful reporting capabilities that you can leverage for maximum productivity. In this seminar, we'll show you so much more about QuickBooks reporting.

Learning Objectives:

By attending this seminar, QuickBooks users will learn:

• How to modify and memorize existing QuickBooks Reports
• How to use filters to get just the data you need
• Which QuickBooks reports to use when
• Why A/R and A/P frequently show-up on cash basis balance sheets, and what to do about it
• How to use reports to troubleshoot your QuickBooks files
• How to import valuable QuickBooks reports from a variety of sources and websites

Course Content:

Using a blend of instruction, discussion, and demonstration, this seminar will cover:

• "Out of the box" QuickBooks reports
• How to modify and customize those reports
• When should you use each type of report
• Demonstration: General reporting
• Modifying existing reports
• Adding in new fields and data
• Filtering out un-needed data
• Memorizing reports
• Importing and exporting QuickBooks reports
• Q&A (additional time will be available following the seminar)

Who Should Attend?

This seminar is designed for any QuickBooks user, including accounting professionals, who wishes to take their expertise in Reporting to the next level. Bring a 'flash-drive' - Persons attending can receive 'customized' QuickBooks' Reports they can import into their QuickBooks for a wide range of 'always wanted' reports.