CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

QBO Running reports - Information, Analysis & Better Decision

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • IAP
  • Tax Preparer
  • QIAL
QBO Running reports - Information, Analysis & Better Decision

2 Credits

$20

Subject Area

Accounting

Webinar Qualifies For

2 CPE credit of Accounting for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPE credit of Technology and Analytics for CMAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

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

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

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Corporate External Financial Reporting Decisions

(16)

Oct 18, 2021 | 09:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 18, 2021 | 09:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(121)

Oct 18, 2021 | 09:00 AM EDT View Details

QuickBooks: Tricky & Complex Situations for Advance Learners

(38)

Oct 18, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dashboards In-Depth

Oct 18, 2021 | 10:00 AM EDT View Details

Fraud Update - Latest

(85)

Oct 18, 2021 | 10:00 AM EDT View Details

SOX Internal Controls for Accounts Receivable

(9)

Oct 18, 2021 | 10:00 AM EDT View Details

Understanding Credit Card Frauds

(2)

Oct 18, 2021 | 10:00 AM EDT View Details

Retirement Plan Governance Best Practices: Fiduciary Responsibility

(78)

Oct 18, 2021 | 10:00 AM EDT View Details

Introduction to Business Valuation for a Closely-Held Business

Oct 18, 2021 | 10:00 AM EDT View Details

S Corporations: Crucial Insights: Ordinary Losses on Stock Sales, Exit Strategies, and Required Conformity to Form K-1

(15)

Oct 18, 2021 | 10:00 AM EDT View Details

Business Loan Basics

(3)

Oct 18, 2021 | 10:00 AM EDT View Details

Remote Workplace Investigations – How to do them correctly

(5)

Oct 18, 2021 | 10:30 AM EDT View Details

Best Overview on Individual Tax Updates Latest (Basic)

(115)

Oct 18, 2021 | 11:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(8)

Oct 18, 2021 | 11:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

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?

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

Testimonial

4.5

(27)
59%
33%
7%
0%
0%

CH

The webinar was full of tips and tricks which I was previously unaware of. The presenter was very well aware of the subject, thanks myCPE for hosting this webinar.

MMR

I really enjoyed the webinar. The speaker was a subject matter expert and didn't not leave any stone unturned to find the best of the subject content. The presenter was calm and composed apart from being an excellent presenter. Thank you myCPE for hosting this webinar.

KW

The presentation was rich on the subject matter. The pace of the webinar was perfect. I was able to learn much. It never felt slow or boring. I recommend it.

DB

I enjoyed the delivery of the webinar. It is possible only with a skilled presenter having years of practical knowledge. I recommend my CPE because I can recall more than I thought I could.

BB

Impressive educational, learning, and practical value. The examples that were used to illustrate the points were really impressive. The material is very useful and has good content. Good job myCPE.

JK

Well Prepared and executed webinar. Appreciations for the speaker and platform. Bravo MyCPE!