One of the greatest benefits of using QuickBooks Online to manage a business is reporting capabilities of the program. The setup, recording of financial entries and reconciliation of accounts results in the ability to create reports that provide valuable insight into financial position of a business, the results of operations for a specific time period, and statistical information such as the bestselling item or gross profit margin and this information helps users make better financial decisions. We will discuss how these reports are an integral part of your banking relationship and what your banker is looking for when they send financial statements to underwriting.

Presented by:

• Linda Forde, CPA & QuickBooks Pro Advisor - The Forde Firm
• Erin Scott, Vice President and Commercial Banker - Renasant Bank