K2's Better Reporting With QuickBooks Online

Course Description

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!

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

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

Course Information

• CPD Credit: 1.0 hours Accounting
• Prerequisites: Basic understanding of small business reporting needs and tools, including QuickBooks Online
• Program Level: Intermediate
• Advance Preparation: None
• Who Should Participate: QuickBooks Online users seeking to improve reporting processes.

Instructor

• Name: Tommy Stephens
• Hometown: Woodstock, GA
• Bio: 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 authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.