Scaling New Heights

Advanced Training for Accounting Professionals

Quickbooks Desktop: Under the Hood

Speaker(s): Ernest Cook

Learn from an authority on QuickBooks Desktop data extraction about what you can – and can’t do with regards to custom reporting and analytics. This course is designed for pro advisors who are new to the custom reporting arena, or for those who are experienced but perhaps frustrated with the limitations they encounter. Developers and geeks who are less experienced with accounting will also benefit from this information.

Learning Objectives:

  • How the QuickBooks data is organized
  • What QuickBooks can – and cannot do
  • Data Extraction methods for QuickBooks desktop
  • Discussion of QuickBooks data integrity
  • What Intuit does not make available for public consumption
  • Data entry procedures to get around limitations
  • Overview of types of tools available for the pro advisor, developer, and end-user


Length (in minutes): 100

Level (Basic, Intermediate, Advanced): Intermediate

Prerequisites: None

CPE Field of Study: Computer Software and Applications

CPE Hours: 2

EA/AFSP CE Hours: 0

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