K2's Better Reporting with QuickBooks Online (2 hours - afternoon) - Webcast
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 ways to use the Spreadsheet Sync feature in QBO.
Leader(s):
Leader Bios
Lawrence McClelland, K2 Enterprises
Lawrence A. (Mac) McClelland, MBA, JD, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
(3/22/21)
Non-Member Price $130.00
Member Price $95.00