This workshop will dive deep into Xpanded Reports to allow users to customize QuickBooks-style reports with data not otherwise accessible inside QB. 'QB & XR Guru' Bonnie Nagayama instructs this workshop.
Bonnie Nagayama instructs this deep dive workshop providing hands-on instruction designed to equip participants with the necessary skills and knowledge to provide Xpanded Reports consulting services.
Xpanded Reports is a linear extension of QuickBooks reporting, that starts with the look and feel of common reports, but has built in Excel type functions as well as access to data not otherwise accessible within QuickBooks . Participants will work through numerous reports all of which start with the familiar look of a QuickBooks report, but then will build on that report to pull and add data to meet specific needs and requirements.
Session: Monday June 24: Part 1-12:10pm, Part2-2:30pm, Part 3-4:20pm
Bonnie J. Nagayama, CPA is a small business consultant, author, and professional speaker on QuickBooks. Annually she speaks and writes on a variety of QuickBooks topics including how to help their clients use it more efficiently to achieve small business success. Bonnie's firm, McWilliams & Associates, issues monthly newsletters on Intuit products and services, and frequently hosts their own webinars on QuickBooks and practice development topics.
Be watching Intuitive Accountant for our blog and twitter post interviews with session participants as they comment on their learning experiences.