QBO Running reports - Information, Analysis & Better Decision

4.7 (7)

Alicia Pollock, QB Pro Advisor

Royalwise Solutions

Monday, November 30, 2020 | 11:00 AM EST

  • CPA
  • TAX PROS
  • CITP
  • CMA
  • CGMA
  • PCP
  • CPA(Canada)
  • CIA

Credits: 2 CPE | 2 CPD

$20

Subject Area

Accounting

Webinar Qualifies For

2 CPE credit of Accounting for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

crucial insights & tax strategies on s corporation

(8)

Jan 19, 2021 | 08:00 AM PST View Details

excel accountant: internal control

Jan 20, 2021 | 09:30 AM EST View Details

quickbooks online for accountants work centre - managing you practice

(9)

Jan 20, 2021 | 09:30 AM EST View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(69)

Jan 20, 2021 | 10:00 AM EST View Details

characteristics of management involved in financial reporting fraud

(10)

Jan 20, 2021 | 10:00 AM EST View Details

understand salt compliance, economic nexus, wayfair case in the new era of e-commerce

(12)

Jan 20, 2021 | 10:00 AM EST View Details

annual federal tax update - individuals (form 1040)

(155)

Jan 20, 2021 | 10:00 AM EST View Details

practical guide to fraud 2020: including cash, inventory & general frauds

(33)

Jan 20, 2021 | 10:00 AM EST View Details

comprehensive tax strategies & insights on real estate

(3)

Jan 20, 2021 | 10:00 AM EST View Details

the efficacy and application of 30 common trusts

(1)

Jan 20, 2021 | 10:30 AM EST View Details

children of all ages - comprehensive planning techniques (new)

(403)

Jan 20, 2021 | 10:30 AM EST View Details

best workshop on partnership & llc (form 1065) tax return review & case study (new)

(19)

Jan 20, 2021 | 08:00 AM PST View Details

engagement letters and other risk mitigation best practices

Jan 20, 2021 | 11:00 AM EST View Details

detailed workshop on irs audit, representation, resolution.

(24)

Jan 20, 2021 | 08:00 AM PST View Details

how to deal effectively with irs examinations and criminal investigations?

(5)

Jan 20, 2021 | 08:00 AM PST View Details

Additional Dates

Feb 03, 2021 | 09:30 AM EST 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 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.

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

Who Should Attend?

  • Bookkeeper
  • Accountant
  • Business Owner
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Accounting Practice Owners
  • Senior Accountant
  • Accounts Director
  • Cloud Accountants
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Accounting Managers
  • Staff of Accounting Firm

Testimonial

4.7

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