Which QuickBooks feature makes it quicker to access the reports you’ll use most during your period-end reviews?
Options:
- Favoriting the reports in the Reports center
- Adding links in QuickBooks Online Accountant
- Adding them to the Client overview center
- Bookmarking the reports in the left-hand navigation
Answer (2)
In QuickBooks, there are several features designed to help users quickly access the reports they use most frequently, especially during period-end reviews. The feature that specifically makes it easier to access your most-used reports is 'Favoriting the reports in the Reports center.'
Here's how it works:
Who can use this feature?
This feature is available to users of QuickBooks who have access to the Reports center. It's especially useful for accountants and business owners who regularly need to review financial data.
What is the 'Favoriting' feature?
'Favoriting' allows you to mark the reports you use most often as favorites. By doing so, these reports are easily accessible under a special section in the Reports center, saving you time from having to search for them repeatedly.
Where do you find this feature?
You can find this feature in the Reports center of QuickBooks. You simply navigate to the Reports section and look for the star icon to mark a report as a favorite.
Why is this feature beneficial?
This feature is particularly helpful during period-end reviews when efficiency is key. By having quick access to your most-needed reports, you streamline the review process, ensuring faster and more accurate analysis.
How to use it step-by-step:
Step 1: Go to the Reports section in QuickBooks.
Step 2: Find the report you frequently use.
Step 3: Click on the star icon next to the report name to mark it as a favorite.
Step 4: Access your favorite reports easily from the Favorites section in the Reports center anytime you need them.
The correct answer to the multiple-choice question is: Favoriting the reports in the Reports center. This feature efficiently supports users during their period-end review tasks by providing quick access to essential reports.
The best QuickBooks feature for quick access to frequently used reports during period-end reviews is 'Favoriting the reports in the Reports center.' This allows users to easily mark and access essential reports, streamlining the review process. Thus, the chosen option is 'Favoriting the reports in the Reports center.'
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