Seminar
Live Replay WebinarIntermediate level
K2's Better Reporting With QuickBooks Online
★★★★★
4.6 · 56 attendee ratings
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!
Learning objectives
Upon completing this course, you should be able to:
- 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
Major topics
The types of reports available in QuickBooks Online, by subscription level
Customizing reports to meet your needs
Spreadsheet Sync in QuickBooks Online Advanced
Who this is for
QuickBooks Online users seeking to improve reporting processes.
Prerequisites: Basic understanding of small business reporting needs and tools, including QuickBooks Online
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 2 — Accounting
- Field of study
- Accounting
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- Basic understanding of small business reporting needs and tools, including QuickBooks Online
- Advance preparation
- None
- Length
- 1h 40m
- Last revised
- Thursday,
- Course number
- 24c-repqbo
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Your instructor
Tommy Stephens
Partner · K2 Enterprises · ★ 4.6 instructor rating
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began...
Full profile →Attendee feedback
4.6
56 attendee ratings
Related reading from our instructors
You might also like
Seminar
Seminar
Seminar
Seminar
Happening now