Running Reports in QBO to Analyze Growth

Learn to customize reports in QuickBooks Online, including the Profit and Loss Statement (P&L), Balance Sheet, Accounts

It’s time to analyze your business!

You’ve spent hours keeping your business records up to date, so now let QuickBooks reveal.

Who are your best customers? What products and services are your best sellers? Who owes you money, and who do you owe?

And of course, the most popular question:

WHERE DID ALL MY MONEY GO?

We’ll teach you how to customize your reports to pull the exact data you need, memorize your favorites for future use, and even email them every month automatically!

After taking this course, you'll understand the best ways to slice and dice your data, and make better decisions to help your business grow.

What You’ll Learn

• What reports are available at each subscription level of QuickBooks

• How to read a Profit & Loss report

• How to read a Balance Sheet

• How to read a Cash Flow report

• A/R and A/P reports

• Job Costing reports

• Who are your best Customers?

• What are your most lucrative services?

• What are your best-selling products?

• How to analyze your reports to decide what direction to grow in the future

• How to customize reports to extract exactly what you want to see

• How to memorize reports so you can run them again in the future

• How to email reports to administration automatically

After completing this course, you will be able to

• Identify the sections and accounts in a Profit and Loss Statement and Balance Sheet

• Recognize more advanced reports that analyze your business performance

• Recall how to customize reports to show you exactly what you want to know

• List the steps to share reports with other people