Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
1 Hour(s) 47 Minute(s)
Language
English
Taught by
Alicia Katz Pollock
Rating
Course Overview
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
Course Content
- 2 section(s)
- 14 lecture(s)
- Section 1 Introduction
- Section 2 Running Reports
What You’ll Learn
- Know which Reports are available in each QBO version
- Navigate the Report Center
- Read a Profit and Loss (P&L) Report
- Understand a Balance Sheet
- Utilize the Company Snapshot
- Use the Scorecard to compare yourself to similar businesses
- Run Sales Reports
- Run Expense Reports
- Run Accounts Receivable (A/R) Aging Reports
- Run Accounts Payable (A/P) Reports
- Customize Reports with columns and percentages
Skills covered in this course
Reviews
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EElize Paulsen
Thank you Alicia, this was an eye opener. The light came on. You are explaining very well.
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PPaul Braden
A very informative course. I will be taking more from this instructor!
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TTom Schylling
I gave 4 out of 5 stars. I found the course useful and I would recommend it.
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SSamuel Agyeman
The content of Its tu to rial is great The instructor Is an excellent teacher The pace is very appropriate Content is easy to understand and follow
