Presentations - Reporting and Analytics
Tools and Best Practices for Custom Reporting
Session 301: Weds, 2:00 PM – 3:15 PM
Location: Cira B
Speaker: Bonnie Nagayama, CPA
One of the most common questions for QuickBooks consultants is in the area of reports to help clients effectively track the progress of their business. These reports are not “financial statement” reports, but rather include information on specific aspects of the business required for planning and management purposes. Several developers and consultants have gone to great lengths to tackle the challenges surrounding reporting and analytics. There are several tools and alternatives that you need to know about to better serve your QuickBooks clients. What are the Pros and Cons of each? Which can you, as the consultant, use as a value add for your clients? Which require a custom report developed by someone else. Several real life case studies will be presented to illustrate solutions you can implement with your clients.
Using Business Intelligence Tools to Provide Insight for Your Clients’ Businesses
Session 302: Weds, 3:45 PM – 5:00 PM
Location: Cira C
Speaker: Chuck Vigeant
This session will take a deeper look at the next generation of reporting and decision making tools that are known collectively as Business Intelligence. Participants will learn how Business Intelligence has evolved, and what outcomes are solved for with regard to business analysis and compliance reporting. This session will also address the current range of tools used for Business Intelligence, explore the latest QuickBooks offerings and how they are used, and provide a general understanding of how these tools can significantly add to your firm's revenue base.
Chuck Vigeant’s Custom Report Development Lab
Session 303: Thurs, 12:30 PM – 1:45 PM
Location: Cira B
Speaker: Chuck Vigeant
This lab session allows participants to bring their own laptops and learn about Open Database Connectivity (ODBC), QuickBooks Data Structures, and how to use ODBC with Excel to create custom reports from QuickBooks data. We’ll explore how the ODBC driver works, what you can and can’t do and how to extract data from QuickBooks using ODBC. We’ll create several real word reports within Excel and provide finished examples and instructions you can take home for further practice or implementation with clients.