Create Useful Custom Reports in QuickBooks Desktop (Currently Unavailable)
Author: Laura Madeira
| CPE Credit: |
1 hour for CPAs |
Learn how to create some of the most useful custom reports using QuickBooks Desktop Software. In this course you will learn how to report on detail for specific accounts that can be difficult to report on using the ready-made reports in QuickBooks.
Publication Date: July 2016
Designed For
Practitioners who use QuickBooks software in their practice.
Topics Covered
- Company preferences
- Custom reports
- Transition effects
- Undeposited Funds Account
Learning Objectives
- List the steps to create useful custom reports in QuickBooks
- Maintain accurate reporting using proper transaction methods
- Manage lengthy reports by filtering for uncleared status of transactions
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge and Applications (1 hour)
Program Prerequisites
None
Advance Preparation
None
