3 Hour Agenda for QReportBuilder Training

Starting QReportBuilder

  • Install QReportBuilder - What and Where
  • Start QReportBuilder
  • Choosing a Project
  • Connecting to QuickBooks

Where is My QuickBooks Data?

  • How do I find where everything is stored
  • Where is the data I see on my QuickBooks screen located
  • I need certain data from a QuickBooks “canned” report, how can I access it
  • I have data in Excel and/or Access and would like that data added in the report   
  • How do I assemble data like QuickBooks does
  • I want to merge data the way QuickBooks can't, how do I do that

Build Reports

  • Tour the Report Editor
  • Build a Relational Report (one-to-many)
  • Save Your Reports in Other Formats such as PDF and Excel

Save Time and Processes with Operations

  • Review Available Operations
  • Create an Operation
  • Create a Saved Export

Scripting Your Way to Automation.

  • Build a Script with Action Scripting
  • Build User Prompts

How to Get More Help and Learn More

  • QReportBuilder Help File
  • Online Videos and Tutorials
  • The Message Board - Where Everybody Knows Your Name

Summary and Questions