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3 CPE – Reporting and analytics, closing the accounting cycle

December 27, 2022 @ 1:00 pm - 3:30 pm EST


Participants of the free live webinar will be eligible for 3 CPE credits.


We have taken our most popular topics and created a new five-part series to help you get up-and-running on QuickBooks Online and then to continue your education and hone your expertise.

In part five, explore the different reports available in QuickBooks Online. Discover which reports to use to answer common business questions and how to customize reports for different types of clients.

After this session, you will be able to:

  • Basic reports and how to run them
  • How to run and analyze the Profit and Loss and Balance Sheet reports, or prepare management reports
  • Customizing reports to meet client needs
  • The key tasks involved in preparing a client’s books for period- or year-end, and closing the books, and running an Exceptions to Closing Date report
  • Using the Reclassify transactions tool in QuickBooks Online Accountant


Who Should Attend? Accounting Professionals who plan to take the QuickBooks Online Certification exam and currently support or plan to support small business clients using QuickBooks Online.


  • Basic understanding of general accounting principles
  • Basic understanding of QuickBooks Online functionality
  • Enrollment in the free QuickBooks ProAdvisor Program: www.quickbooks.com/qboa
  • Attendance at the Introduction to QuickBooks Online for Accountants webinar: www.qbtrainingevents.com

Delivery Method: Group-live Internet
Field of Study: Non-Technical – Computer Software & Applications
Course Level: Intermediate
Course Length: 150 Minutes
Recommended CPE: 3

Note: CPE automation for this event does not support partial credits. If you are present for 50 minutes or more, you may request a partial credit for every additional 25 minutes of attendance if check points and polling question(s) requirements are met. Please inquire at: accountant_training@intuit.com

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