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In this chapter of Mastering QuickBooks we explore Advanced Financial Statements. We look into The QuickBooks Statement Writer, Activity Reports, Combining Financial Statements, and working on a Trial Balance.

Course Series

This course is included in the following series:

9 CoursesMastering QuickBooks Series #1

  1. Mastering QuickBooks Series 1: Chapter 1: Introduction to Quickbooks
  2. Mastering QuickBooks Series 1: Chapter 2: Work with Lists
  3. Mastering QuickBooks Series 1: Chapter 3: Financial Statements
  4. Mastering QuickBooks Series 1: Chapter 4: Items
  5. Mastering QuickBooks Series 1: Chapter 5: Customers and Sales Part I
  6. Mastering QuickBooks Series 1: Chapter 6: Customers and Sales Part II
  7. Mastering QuickBooks Series 1: Chapter 7: Vendors and Expenses
  8. Mastering QuickBooks Series 1: Chapter 8: Appendix I Miscellaneous Topics
  9. Mastering QuickBooks Series 1: Chapter 9: Appendix II Advanced Financial Statements

Learning Objectives

  • Explore the QuickBooks Statement Writer
  • Explore how to create Account Activity Reports
  • Recognize how to combine Financial Statements 
  • Explore how to create a Trial Balance

 

Last updated/reviewed: February 24, 2018

6 Reviews (21 ratings)Reviews

5
Anonymous Author
Will have to start leveraging the update excel feature
5
Member's Profile
Very clear and easily understood!
5
Anonymous Author
Good info on Statement Writer.
5
Anonymous Author
great course and presentation
4
Member's Profile
Great course overall.
5
Member's Profile
Good.

Prerequisites

Course Complexity: Advanced

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  00:52Appendix-II Intro
Changing Accts and QB Statement Writer
  00:47Change Acct. Type-I
  1:04Change Acct. Type-II
  1:43QB Statement Writer-I
  2:55QB Statement Writer-II
QSW Particulars
  1:26QSW-Customize Columns
  1:20QSW-Customize Rows
  1:22QSW-Headers & Review
  00:34QSW-Report Properties
  00:52QSW-Stmt. Properties
  1:33QSW-Final Steps
  1:06QSW-Global Prefs.
Reports and Combining Statements
  2:04Account Activity Reports
  00:48Combine Fin. Stmts.-I
  1:53Combine Fin. Stmts.-II
  1:02Combine Fin. Stmts.-III
Working Trial Balance
  00:25Working Trial Balance-I
  4:11Working Trial Balance-II
Continuous Play
  25:56RWT: Chapter 9 Full Video
SUPPORTING MATERIALS
  PDFWorkbook: Appendix II Advanced Financial Statements
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM