K2's Better Reporting With QuickBooks Online

Overview

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!

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.