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 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 :
- 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!
You
might be interested in Alicia Katz Pollock Certification course on QuickBooks: Beginners | Advanced | Comprehensive.
Learning Objectives
- To analyze different types of reports which are available at each subscription level of QuickBooks
- To identify ways of reading a Profit & Loss report
- To determine 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
Recommended For
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.
Who Should Attend?
- Accountant
- Accounting Firm
- Accounting Managers
- Accounting Practice Owners
- Accounts Director
- Assistant Controllers
- Bookkeepers & Accountants & Tax Preparers
- Business Owner
- Certified Management Accountant (CMA)
- CFO/Controller
- 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
