Scaling New Heights

Advanced Training for Accounting Professionals

QuickBooks Desktop Reporting: A Deep Dive into Using the Data You Work So Hard to Put into QuickBooks


This course is designed for pro advisors who are new to the custom reporting arena, or for those who are experienced but perhaps frustrated with the limitations they encounter. Developers and geeks who are less experienced with accounting will also benefit from this information.

 Learning Objectives

  • Understanding how data is organized and stored
  • Discussion of QuickBooks data integrity
  • What QuickBooks can – and cannot do
  • Data Extraction methods and limitations
  • Overview of types of available tools
  • See for yourself - Sample walk-thru of building a report with each tool


Length (in minutes): 100

Level (Basic, Intermediate, Advanced): Basic

Prerequisites: None

CPE Field of Study: Computer Software & Applications

CPE Hours: 2

EA/AFSP CE Hours: 0