QuickBooks: Customizing Reports in Online and Desktop Versions (2 hours)

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Jun 18, 2020

Registration: 12:30 PM / Program: 1:00 PM - 3:00 PM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


QuickBooks Desktop and Online versions include hundreds of standardized reports. QuickBooks also includes features to customize reports to meet your needs. Learn how to efficiently use these tools to create reports that give you the information needed to run your business and make smart business decisions. We will also explore various reporting tools included in QuickBooks (QuickBooks Statement Writer, QuickBooks Enterprise Advanced Reporting, and ODBC) that can be used to improve the report customization.

Designed For

QuickBooks users in public accounting industry, government, and nonprofit organizations


  • Customize reports in QuickBooks
  • Create and use Budgets in QuickBooks
  • Use Excel features to add additional customization to reports
  • Use QuickBooks Statement Writer

Major Subjects

  • Working with QuickBooks reports and customizing features
  • Sending reports to Excel using advanced features and updating changes
  • Excel features to enhance and customize reports
  • QuickBooks Statement Writer features
  • QuickBooks Enterprise report tools

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.