QBO RUNNING REPORTS - INFORMATION, ANALYSIS & BETTER DECISION
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Course Details

Overview of Topics

  • Reporting at a Glance3 mins
  • The Reports Center32 mins
  • The Profit & Loss Report (P&L)37 mins
  • Balance Sheet Report48 mins
  • Useful Reports to Analyze Your Business57 mins
  • Customizing Your Reports77 mins

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.

Webinar Qualifies for

  • 2 CPE credit of Canadian CPAs
  • 2 CPE credit of Accounting for all CPAs
  • 2 General Educational credit for Tax Professionals/Bookkeepers/Accountants

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

About Presenter

A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business 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.

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:30
  • Question 3 : 00:45
  • Question 4 : 01:00
  • Question 5 : 01:15
  • Question 6 : 01:30
  1. If you customize a report and want to run it again in the future:
  2. Which of the following is useful report to run to analyze the business?
  3. Where you can find basic reports in QuickBooks?
  4. Which one of the following represent the uses of the Money Bars in QuickBooks?
  5. Which button you required to use for customizing reports in QuickBooks?
  6. How the any report can be customized or modified in QuickBooks?
  1. The Profit & Loss report shows:
  2. One way of finding transactions that have been misassigned is to drill down into the report by:
  3. The Balance Sheet shows:
  4. The best place to find Charts in the Report Center is in the:
  5. If you want to compare how your business is doing compared to others in your industry, use:
  6. Sales Reports analyze:
  7. Use the Sales Reports to:
  8. Expenses Report do NOT analyze:
  9. If you want to customize a report:
  10. To compare this period to a similar period last year:

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to   help@my-cpe.com  in case of any self study program queries.

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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.

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HOW TO MAXIMIZE THE IMPACT OF CARES ACT
Wednesday, September 16, 2020 View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
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QBO: FOR PROGRESS INVOICING AND JOB COSTING WITH LATEST UPDATES
Monday, September 14, 2020 View Details/Register
QUICKBOOKS ONLINE FOR ACCOUNTANTS WORK CENTRE - MANAGING YOU PRACTICE
Wednesday, September 09, 2020 View Details/Register
CREDIT CARDS IN QBO - SEAMLESS PAYMENTS FROM CLIENT
Monday, September 14, 2020 View Details/Register
QBO: BUILD RIGHT CHART OF ACCOUNTS - BASE FOR ACCOUNTING AND READING FINANCIAL STATEMENT
Thursday, September 10, 2020 View Details/Register
Accounting Changes and Error Corrections (2 CPE)
Thursday, August 27, 2020 View Details/Register
S CORPORATION PREPARATION, BASIS CALCULATIONS & DISTRIBUTIONS - FORM 1120S SCHEDULE K & K-1 ANALYSIS
Tuesday, September 08, 2020 View Details/Register
QUALIFIED BUSINESS INCOME (QBI) DEDUCTION (IRC §199A) DETAILED STUDY, ANALYSIS,CALCULATIONS,CASE STUDIES, INS & OUTS (LATEST)
Thursday, September 03, 2020 View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Tuesday, September 01, 2020 View Details/Register
HOW TO MANEUVER NEW IRS PARTNERSHIP AUDITS
Tuesday, September 01, 2020 View Details/Register
VIRGINIA CPA ETHICS: 2020 REQUIRED COURSE
Monday, August 17, 2020 View Details/Register
Tax Practitioner Ethics
Thursday, August 27, 2020 View Details/Register
PARTNERSHIP PREPARATION, BASIS CALCULATIONS & DISTRIBUTIONS–FORM 1065 SCHEDULE K & K-1 ANALYSIS
Tuesday, August 25, 2020 View Details/Register
ETHICS FOR OREGON CPAs
Friday, August 21, 2020 View Details/Register
  • Cost $20
  • CPE Credits 2
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date September 14 ,2020
  • Published Date September 14 ,2020
  • Who should attend? Bookkeeper Accountant Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Young CPA Entrepreneurial CPA Accounting Practice Owners Senior Accountant Accounts Director Cloud Accountants Chief Accounting Officer Entrepreneurial Accountant Accounting Managers Staff of Accounting Firm
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

HOW TO MAXIMIZE THE IMPACT OF CARES ACT
Wednesday, September 16, 2020 View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Wednesday, September 16, 2020 View Details/Register
QBO: FOR PROGRESS INVOICING AND JOB COSTING WITH LATEST UPDATES
Monday, September 14, 2020 View Details/Register
QUICKBOOKS ONLINE FOR ACCOUNTANTS WORK CENTRE - MANAGING YOU PRACTICE
Wednesday, September 09, 2020 View Details/Register
CREDIT CARDS IN QBO - SEAMLESS PAYMENTS FROM CLIENT
Monday, September 14, 2020 View Details/Register
QBO: BUILD RIGHT CHART OF ACCOUNTS - BASE FOR ACCOUNTING AND READING FINANCIAL STATEMENT
Thursday, September 10, 2020 View Details/Register
Accounting Changes and Error Corrections (2 CPE)
Thursday, August 27, 2020 View Details/Register
S CORPORATION PREPARATION, BASIS CALCULATIONS & DISTRIBUTIONS - FORM 1120S SCHEDULE K & K-1 ANALYSIS
Tuesday, September 08, 2020 View Details/Register
QUALIFIED BUSINESS INCOME (QBI) DEDUCTION (IRC §199A) DETAILED STUDY, ANALYSIS,CALCULATIONS,CASE STUDIES, INS & OUTS (LATEST)
Thursday, September 03, 2020 View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Tuesday, September 01, 2020 View Details/Register
HOW TO MANEUVER NEW IRS PARTNERSHIP AUDITS
Tuesday, September 01, 2020 View Details/Register
VIRGINIA CPA ETHICS: 2020 REQUIRED COURSE
Monday, August 17, 2020 View Details/Register
Tax Practitioner Ethics
Thursday, August 27, 2020 View Details/Register
PARTNERSHIP PREPARATION, BASIS CALCULATIONS & DISTRIBUTIONS–FORM 1065 SCHEDULE K & K-1 ANALYSIS
Tuesday, August 25, 2020 View Details/Register
ETHICS FOR OREGON CPAs
Friday, August 21, 2020 View Details/Register