Financial statements in QuickBooks: Done right and in less time

New from Intuit Academy and prepared by Amy Vetter, CPA, CITP, and Advanced Certified QuickBooks ProAdvisor, this training course provides the information you need to learn how to:


 

·         Combine, re-order, and batch-print multiple financial statements in one workbook
·         Create new financial reports added in 2010 such as:
o    The Cash Flow Statement
o    Retained Earnings
o    Expanded Date Capability on Financial Reports – cross fiscal years, 13-week quarters, and 4-week months available!
o    Filter reporting by Class and Customer:Jobs
·         Generate Word document templates and attach documents to a financial reporting package
·         Easily insert rows, columns, subtotals, and grand totals in Microsoft Excel templates created in Intuit Statement Writer
·         Consolidate financial reporting and create as a PDF document package for your client
·         Analyze financial reporting created in the Intuit Statement Writer by creating charts, graphs, and ratio analyses that refresh at a click of a button!

 

This course covers the core functionality of Intuit Statement Writer and the new and improved features in 2010 that allow you to present financial statements in compliance with GAAP. By using the Intuit Statement Writer you will also be able to create financial and management reports that are not possible within the QuickBooks Financial Software. You will learn to prepare charts, graphs, and ratio analyses that feed directly from Intuit Statement Writer so you can create them once and simply refresh the data each reporting period.
 
Intuit Statement Writer is included in all editions of QuickBooks Enterprise Solutions and available for an additional fee in QuickBooks Premier: Accountant Edition.

Download the free training course.

 

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Upcoming CPE Webinars

Jul 16
Hand off work to others with finesse and success. Kristen Rampe, CPA will share how to ensure delegated work is properly handled from start to finish in this content-rich one hour webinar.
Jul 17
This webcast will cover the preparation of the statement of cash flows and focus on accounting and disclosure policies for other important issues described below.
Jul 23
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Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.