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Hector intuit quickbooksenterprise

CUSTOMIZED REPORTING WITH QUICKBOOKS ENTERPRISE

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 5, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this course you will learn how to build custom reports for any version of QuickBooks Desktop. You will also learn how custom fields work in both QuickBooks Desktop and QuickBooks Enterprise, and the type of reports you can build using Custom Fields; especially with QuickBooks Enterprise.

Additionally, you will also see the specialized reports that QuickBooks Enterprise has, which other versions of QuickBooks do not. Finally, you will see how custom data fields can be used for building even more customized reports in excel using pivot tables.

 

Learning Objectives

  • Learn the differences between QuickBooks Enterprise, and other versions of QuickBooks when building custom reports.

  • Understand the role and limitations of custom fields for customizing reports.

  • Learn how to build personalized and customized reports with pivot tables.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.