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Webinar

K2's Better Reporting With QuickBooks Online

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

Thursday, July 10, 2025
9-10 a.m. Central
1 CPE (1 technical)

Course code: 25WA-3849
View pricing


Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.

In this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!

Major subjects

  • The types of reports available in QuickBooks Online, by subscription level
  • Customizing reports to meet your needs
  • Spreadsheet Sync in QuickBooks Online Advanced

Learning objectives

  • Differentiate between report types in QuickBooks Online
  • List the steps necessary to create custom reports
  • Identify how Management Reports differ from traditional reports
  • Specify how to use the new Spreadsheet Sync feature in QBO

Who should take this program?

  • QuickBooks Online users seeking to improve reporting processes  

Pricing

Standard Member Fee $39.00
checkmark Standard Nonmember Fee $39.00
Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Accounting - Technical (1.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Basic understanding of small business reporting needs and tools, including QuickBooks Online
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.