Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

20WS-0298: Surgent's QuickBooks: Customizing Reports in Online and Desktop Versions (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, June 18, 2020
3:00pm - 5:00pm Central Time
2 CPE (2 non-technical)

QuickBooks Desktop and Online versions include hundreds of standardized reports. QuickBooks also includes features to customize reports to meet your needs. Learn how to efficiently use these tools to create reports that give you the information needed to run your business and make smart business decisions.
We will also explore various reporting tools included in QuickBooks (QuickBooks Statement Writer, QuickBooks Enterprise Advanced Reporting, and ODBC) that can be used to improve the report customization.

Major subjects

  • Working with QuickBooks reports and customizing features
  • Sending reports to Excel using advanced features and updating changes
  • Excel features to enhance and customize reports
  • QuickBooks Statement Writer features
  • QuickBooks Enterprise report tools

Learning objective(s)

  • Customize reports in QuickBooks
  • Create and use Budgets in QuickBooks
  • Use Excel features to add additional customization to reports
  • Use QuickBooks Statement Writer

Who should take this program?

QuickBooks users in public accounting industry, government, and nonprofit organizations

Fees

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00

More program information

Instructor Ilene Eisen, CPA, CITP, MBA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Basic understanding of QuickBooks
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog

If you have questions about this event, please call us at 952-831-2707.