QuickBooks Statement Writer (Currently Unavailable)

Author: David H. Ringstrom

In this exciting on-demand webcast Excel expert David Ringstrom, CPA introduces you the QuickBooks Statement Writer. This feature, available in the Accountant and Enterprise editions of QuickBooks, enables you to integrate Microsoft Excel and QuickBooks to create custom financial statements.

This top-to-bottom discussion will empower you to start utilizing this feature to eliminate manually-keyed financial statements.

Publication Date: September 2013

Designed For
Practitioners who may benefit from using QuickBooks and Microsoft Excel together more effectively.

Topics Covered

• Versions of QuickBooks offer the statement writer
• Types of reports can be generated
• How copy existing reports and make modifications
• How copy existing reports and make modifications
• How the Statement Writer ensures that no general ledger account gets left behind from financial reports
• Master global preferences that enable to have a consistent look and feel to your reports.
• Refresh data for various periods through menu picks

Learning Objectives

• Identify the integrity of financial reports and leverage easy-to-use automation opportunities.
• Apply the Report Designer to build the structure of your report, which you can then tweak in Excel

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
Basic experience with QuickBooks, Excel, and Word.

Advance Preparation
None