CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

QBO Running reports - Information, Analysis & Better Decision

4.6 (25)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Tuesday, June 22, 2021 | 10:00 AM EDT

  • CPA (Canada)
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • Tax Preparer

2 Credits

$20

Subject Area

Accounting

Webinar Qualifies For

2 CPE credit of Accounting for all CPAs

2 CPE credit of Technology and Analytics for CMAs

2 CPE credit for Certified Internal Auditors (CIA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

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

Upcoming Webinars

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new form 941, form 7200, erc, tax credits under ffcra, & other payroll updates in covid-19

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partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jul 30, 2021 | 11:00 AM EDT View Details

employment law in a nutshell – guidance for your business

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Jul 30, 2021 | 11:00 AM EDT View Details

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Jul 30, 2021 | 11:00 AM EDT View Details

crucial tax insights on real estate: like kind exchange, dispositions of real property

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Jul 30, 2021 | 11:30 AM EDT View Details

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Jul 30, 2021 | 11:30 AM EDT View Details

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

Click Here

Additional Dates

Aug 06, 2021 | 09:30 AM EDT 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 its ease of keeping accounts and managing finances. The app has many uses, only if you know how to use it, you will be greatly benefited from 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 online CPE webinar, the speaker will show you 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 customize the reports to pull the data your clients need, memorize the favorites for future use, and even email clients every month automatically!

This online CPE webinar for CPAs, CMAs, CIAs, and Other Professionals will also be useful for Business owners and employees hoping to gain deeper insight into their business's health 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
  • To identify ways of reading A/R and A/P reports

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • 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
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Testimonial

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    [average] => 4.5600
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4.6

(25)
60%
36%
4%
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!