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Create Useful Custom Reports in QuickBooks Desktop (Currently Unavailable)

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

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