Surgent's QuickBooks: Customizing Reports in Online and Desktop Versions (QBCR)

Course Details


Thursday, August 27, 2020

10:00am – 12:00pm

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Basic understanding of QuickBooks


QuickBooks Desktop and Online versions include hundreds of standardized reports. QuickBooks also includes features to customize reports to meet your needs. Learn how to efficiently use these tools to create reports that give you the information needed to run your business and make smart business decisions.
We will also explore various reporting tools included in QuickBooks (QuickBooks Statement Writer, QuickBooks Enterprise Advanced Reporting, and ODBC) that can be used to improve the report customization.


  • Working with QuickBooks reports and customizing features
  • Sending reports to Excel using advanced features and updating changes
  • Excel features to enhance and customize reports
  • QuickBooks Statement Writer features
  • QuickBooks Enterprise report tools


  • Customize reports in QuickBooks
  • Create and use Budgets in QuickBooks
  • Use Excel features to add additional customization to reports
  • Use QuickBooks Statement Writer

Designed For

QuickBooks users in public accounting industry, government, and nonprofit organizations

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $119.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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