QBO Running reports - Information, Analysis & Better Decision

4.4 (20)

Alicia Pollock, QB Pro Advisor

Royalwise Solutions

Friday, March 05, 2021 | 09:30 AM EST

  • CPA Canada
  • CFE
  • CITP
  • CMA
  • CPA
  • Tax Pros

2 CPE | 2 CPD

$20

Subject Area

Accounting

Webinar Qualifies For

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPE credit of Accounting for all CPAs

2 CPE credit of Technology and Analytics for CMAs

2 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPD credit (Verifiable) of Data Analysis & Reporting Techniques for all CITP(AICPA)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Mar 22, 2021 | 09:30 AM EST Register

Course Description

Now that you’ve spent hours keeping your business records up-to-date, it’s time to analyze your business. Who are your best customers? What products and services are your best sellers? Who owes you money, and who do you owe?

Quickbooks has gained immense popularity in recent years among small and medium business owners due to the ease it provides for keeping the accounts and managing the finances. The app has many uses, only if you know how to use it, you will be greatly benefited by it. QuickBooks houses many pre-created reports for your convenience, but if you wish you can create your own Customized Reports in QuickBooks Desktop and mail them as well. In this webinar we will show how to customize reports in QuickBooks Online. Reports include :

  • Profit and loss statement (P&L)
  • Balance Sheet
  • Accounts Payable
  • Accounts Receivable
  • Products
  • Services
  • Cash flow

The more you slice and dice your data, the better decisions you can make to help your business grow. We’ll help you in customize the reports to pull the data your clients need, memorize the favorites for future use, and even email to clients every month automatically!

Recommended for Business owners and employees hoping to gain deeper insight into the health of their business and also for Bookkeepers/Accountants who wish to brush up on their skills.

Learning Objectives

  • To identify different type of reports which are available at each subscription level of QuickBooks®
  • To identify ways of reading a Profit & Loss report
  • To identify ways of reading a Balance Sheet
  • To identify ways of reading a Cash Flow report
  • ATo identify ways of reading A/R and A/P reports

Who Should Attend?

  • Bookkeeper
  • Accountant
  • Business Owner
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Accounting Practice Owners
  • Senior Accountant
  • Accounts Director
  • Cloud Accountants
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Accounting Managers
  • Staff of Accounting Firm

Testimonial

4.4

(20)
50%
35%
15%
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FS

good

KL

I guess I already was comfortable with reports - but she did have some new tricks for me to use!

HG

instructors are good, customer service is terrible