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Course Level :Basic
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Credits :2
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Instructional Method :Group Internet Based
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Pre-requisites :Hands On Experience With QBO
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Advance Preparation :None
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 Reportsreate 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 :
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!
You might be interested in Alicia Katz Pollock Certification course on QuickBooks: Beginners | Advanced | Comprehensive.
This QuickBooks 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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.
52 Ratings
DJ
Jul 26th, 2022
Informative class. Instructor had great ideas that I put into practice immediately after taking this class.
IL
Nov 11th, 2021
Good overview. I appreciated that the instructor gave the training on the platform.
Jul 1st, 2022
Excellent Presenter, love the pace and her knowledge, tips and tricks.
SP
Jan 12th, 2022
Very nice webinar. Well presented. I learned a few things I can use.
MR
Mar 16th, 2022
great course ... especially for small business
2 Credits
Subject Area
Aug 22, 2022 | 09:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
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