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QuickBooks Online Reporting Tips: Class, Locations, and Tags

QUICKBOOKS ONLINE REPORTING TIPS: CLASS, LOCATIONS, AND TAGS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar is designed for QuickBooks Online users that want to learn about new features and build custom reports. 

Learning Objectives:


  • Identify how to customize QuickBooks Online reports

  • Recognize how classes and locations (QBO Plus or Advanced) offer unique opportunities for creating customized reports

  • Identify how the new tags feature works and how it differs from classes and locations

  • Determine how to make recommendations to clients who approach you for data entry to get accurate reports

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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, FL training center almost every weekend. Hector is married with three children, lives in Weston, Florida. Hector is fluent in Spanish and English.

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Divvy is the #1 corporate card & expense management platform. We’ve combined seamless expense management software with the world’s smartest business card, so you and your clients never have to process another expense report. Always stay in budget with cards that pull from pre-determined budgets and get real time insight into spend activity, all for free! No costs or contracts- just free for you and your clients.