K2's 2024 Better Reporting With QuickBooks Online

Overview

AI is an extremely popular topic these days, and for good reason! However, does AI present yet another threat to your privacy? Get answers to this question and more in this session.

Highlights

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

Prerequisites

Basic understanding of small business reporting needs and tools, including QuickBooks Online

Designed For

QuickBooks Online users seeking to improve reporting processes

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.