Running Reports in QBO to Analyze Growth

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Running Reports in QBO to Analyze Growth

Learning Objectives

To explain how to read a Profit & Loss Statement and Balance Sheet.
To discuss how to run more advanced reports including Cash Flow Statements and A/R Aging Summaries.
To analyze your business performance.
To identify your best-selling products and services.
To analyze how to customize reports to show you exactly what you want to know.
To explain how to share reports with other people.

Course Description

It's time to assess your firm now that you've spent hours keeping your financial records current.

Who are your top clients? What are your top-selling goods and services? Who has money to pay you back, and who do you owe?

The more your data gets sliced and diced, the better judgments you can make to advance your company.

We’ll customize your reports to pull the data you need, memorize your favorites for future use, and even email them every month automatically!

This CPE webinar will answer the following questions:

What reports are available at each subscription level of QuickBooks?
How to read a Profit & Loss report?
How to read a Balance Sheet?
How to read a Cash Flow report?
A/R and A/P reports
Job Costing reports
Who are your best Customers?
What are your most lucrative services?
What are your best-selling products?
How to analyze your reports to decide what direction to grow in the future?
How to customize reports to extract exactly what you want to see
How to memorize reports so you can run them again in the future
How do email reports to the administration automatically?

Join this online webinar on QuickBooks to learn how to customize reports in QuickBooks Online, including the Profit and Loss Statement (P&L), Balance Sheet, Accounts Payable, Accounts Receivable, Products & Services, and Cash Flow.

If you want to learn more about QuickBooks, we have customized certificate courses for you: Beginners | Advanced | Comprehensive.

Webinar Qualifies For

2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
2 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Accounting for CPA in Canada
2 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
2 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Alicia Pollock, MAT,ACN,MOS

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions

Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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.

Ratings and Review

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Jessica Angle, CPA (US)

This was a good webinar

James Painter, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Good.

Christinia Hall, CPA (US)

This was an excellent presentation. I appreciate the extent of knowledge about QBO. having a difficult time with QBO

Sherry Jones, Accountant/Bookkeeper/Tax Professionals

the first half was reenforcement of what I already - the 2nd half was new

John Mcgovern, CPA (US)

Great presentation

2 Credits

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Subject Area

Accounting

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Running Reports in QBO to Analyze Growth

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Alicia Pollock, MAT,ACN,MOS

Other Details

Additional Information

2 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Jessica Angle, CPA (US)

James Painter, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Christinia Hall, CPA (US)

Sherry Jones, Accountant/Bookkeeper/Tax Professionals

John Mcgovern, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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