K2's Better Reporting With QuickBooks Online 26-27

Overview

If you’re using or plan to transition to QuickBooks Online, will you be able to get the reports you need from the platform“ In this session, you’ll learn how to maximize your reporting options when working with QuickBooks Online.

Delivery Method: Individual webcast
CPE Credit: 1
Program Level: Advanced

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

Objectives

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

Preparation

None