In Focus: Optimizing Reports - reporting for success


Tuesday, March 14, 2023, 1:00 PM - 2:00 PM 

Eastern Time (US & Canada)


Join us to learn about ways to enhance the reporting process in QuickBooks Online including customizing and automating reports, integrating personalized reports into management reports and creating visualizations using the Performance Center and more. During this session, you’ll connect with Ingrid Himmelman, the Principle Professional Consultant with our team, and have the opportunity to ask questions.

Key Takeaways:

  • Present data to your customers so that they get the insights that they need
  • Automatically create and send reports from QuickBooks Online
  • Develop visualizations of key data - a picture is worth 1000 words
  • How Cash Flow Planner can help to ‘see’ the future


Ingrid Himmelman
Full Name
Ingrid Himmelman
Job Title
“What’s the worst that can happen?” and “How hard can it be?” are two phrases that have driven Ingrid Himmelman on her lifelong learning journey to help organizations change and grow.

Her passion for cloud accounting began while working at Deloitte, where she was instrumental in launching one of the first national cloud programs at the Big 4.

This drove her to pursue the CMA while working in Qatar where she pursued her love of teaching. Combined with her experience in business process design, project management and change management, she has learned to navigate the complex world of the accounting professional, including the challenges of communication.

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