QB Talks | Modern Reports and Pivot Tables
QB Talks April | Modern Reports & Pivot Tables
Are you perplexed by the new “modern” reports in QBO? Join April’s QB Talks to demystify the new Modern reporting tools. Over the next year, QuickBooks will move to this new format, so let’s help you get comfortable, and show you the things we love about the new tools.
We’ll also include a look at the enhanced reporting tools in QuickBooks Online Advanced, including Custom Reports and Pivot Tables. Even if you don’t currently use QBO Advanced, seeing its powerful reporting capabilities may inspire you to upgrade!
Learning Objectives:
- Become familiar with QBO’s new Modern layout
- Recognize features that make it more robust than Classic layout
- Understand the process to create pivot tables in QBO
CPE Credits Available - 1
Subject Area/Field of Study: Non-Technical - Computer Software & Applications
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation Requirements: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparers