Overview
Management Information and Reporting in QuickBooks Online
This 90-minute webinar is designed for those individuals in a firm who are responsible for compiling reports and presenting financial information to their clients.
It covers a number of different QuickBooks reports in depth and shows you how to create and customise them to your exact requirements.
We understand that not all members of a firm will use QuickBooks on a daily basis but will need to know how to access a client file and compile reports professionally before discussing with a client. To that end, basic navigation of the QuickBooks Accountant dashboard is included at the start of the webinar, so no previous experience of using QuickBooks is necessary if your primary focus is around reporting.
Learning objectives
By the end of this webinar the participant should understand the following:
- How to easily find the right client file in QuickBooks Online
- The full range of reports available in QuickBooks Online
- How to create professional looking reports
- How to drill down through a report
- How to speed up their work processes by automating reports
Course content
Basic navigation of the QuickBooks Accountant dashboard
- Locating client files
- Accessing and creating reports
- Using accountant reports and tools
- Customising reports for clients and accountants
- Creating management reports
- Automating reporting
- Shortcuts and top tips!
Additional material (if any)
- Sample of reports worked on through webinar (PDF)
- Hints and Tips – a quick guide to help you create your own reports (PDF)