Reporting for Accounting

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About this course

In addition to looking at a single account's transactions and seeing transactions in QuickBooks, an essential piece of tracking your organization's transactions is querying the database.

 

Learn to query the database including the number of open pledges, a high-level overview of your income, and create-your-own reports.

Finance Learning Path

  • Daily Report
  • Daily Reports
  • Incomplete Transactions
  • Incomplete Transactions
  • Open Pledges
  • Open Pledges Activity
  • Executive Reports
  • Executive Reports
  • Finance Reports
  • Finance Reports
  • Finance Reports Scenarios
  • Report for all Event Registrations (Scenario 1)
  • Report for All Transactions (Scenario 2)

About this course

In addition to looking at a single account's transactions and seeing transactions in QuickBooks, an essential piece of tracking your organization's transactions is querying the database.

 

Learn to query the database including the number of open pledges, a high-level overview of your income, and create-your-own reports.

Finance Learning Path

  • Daily Report
  • Daily Reports
  • Incomplete Transactions
  • Incomplete Transactions
  • Open Pledges
  • Open Pledges Activity
  • Executive Reports
  • Executive Reports
  • Finance Reports
  • Finance Reports
  • Finance Reports Scenarios
  • Report for all Event Registrations (Scenario 1)
  • Report for All Transactions (Scenario 2)