In this course you will learn how to build custom reports for any version of QuickBooks Desktop. You will also learn how custom fields work in both QuickBooks Desktop and QuickBooks Enterprise, and the type of reports you can build using Custom Fields; especially with QuickBooks Enterprise.
Additionally, you will also see the specialized reports that QuickBooks Enterprise has, which other versions of QuickBooks do not. Finally, you will see how custom data fields can be used for building even more customized reports in excel using pivot tables.
Learn the differences between QuickBooks Enterprise, and other versions of QuickBooks when building custom reports.
Understand the role and limitations of custom fields for customizing reports.
Learn how to build personalized and customized reports with pivot tables.
Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524
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, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.