Advanced Reporting Features in QuickBooks Desktop Webcast | 4152972B


Date :
January 7, 2016 11:00 AM - 1:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00
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Reports are the cornerstone of any accounting system. QuickBooks has 100-plus standard reports that can be customized to some degree—and new in 2014, Intuit released a built-in application called Advanced Reporting. This course is designed to highlight the features and functionality available to illustrate the next level of reporting available for your QuickBooks data.


  • Recall the reporting alternatives within QuickBooks.
  • Determine how to meet your reporting needs.
  • Recognize effective report creation techniques.
  • Identify tips and tricks to create better reports.


Major Subjects:

  • What reports do you need?
  • What can you do in QuickBooks alone?
  • When is QuickBooks desktop not enough?
  • Tips and tricks for better reporting using Advanced Reporting.

Advanced Prep:


Misc. Information:

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.

To ensure that all credit is properly recorded, please review your information and update your CPA, CFP, CTEC or Bar license number(s).

Level of Difficulty:
Field of Interest:
Computer Science

General knowledge of QuickBooks.

Designed For:

Accountants and their clients who want to explore the Advanced Reporting feature included in QuickBooks.


Bonnie J Nagayama
Bonnie J. Nagayama, CPA, has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. Her primary focus is on helping accountants and consultants who support QuickBooks clients. Ms. Nagayama offers practical solutions through webinars, technical support, diagnostic software and consulting services. She was the recipient of the Education Foundation's 2001 Award for Instructor Excellence. She is an Intuit Solution Provider, Advanced Certified QuickBooks Professional Advisor. Ms. Nagayama also wrote several of the required continuing education courses for Intuit and is a member of the Intuit Trainer/Writer Network.
No Agenda or Materials posted.