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QBO Video Courses

Running Reports to Analyze Growth

For someone else
Alicia Katz Pollock
For someone else
Purchase for $54 or enter access code

Learn to customize reports in QuickBooks Online, including the Profit and Loss Statement (P&L), Balance Sheet, Accounts Payable, Accounts Receivable, Products & Services, and Cash Flow.

QuickBooks Online Reports Course Description:

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…




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.


After completing this course, you will be able to: 

  • Read a Profit & Loss Statement and Balance Sheet
  • Run more advanced reports including Cash Flow Statements and A/R Aging Summaries
  • Analyze your business performance
  • Determine your best-selling products and services
  • Customize reports to show you exactly what you want to know
  • Share reports with other people


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

Instructional Level


Course Length

1.5 hours

Course Credits

1.5 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study

Who should take this class?

  • Business owners and employees hoping to gain deeper insight into the health of their business
  • Bookkeepers and Accountants who wish to brush up on their skills

Other learners purchased these courses after completing this class:  


Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions



Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.


Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Course Credits: 1.5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: December 2021

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

2. Introduction

Let's get started!

pageText Introduction
Biz View vs Accountant View

3. Using the QuickBooks Interface for Reporting

Reporting is more than just running reports. Here are places you can go in QuickBooks Online to gather information about your business.

pageText The Dashboard
pageText The Money Bar
pageText The Invoice Center
pageText The Reports Center
pageText Manipulating Reports

4. Reports for Taxes

If you do nothing else, you at least need to know how to read a Profit and Loss Statement and Balance Sheet, because they are used to calculate your taxes.

pageText Cash vs Accrual Basis
pageText The Profit and Loss Statement
pageText The Balance Sheet

5. Reports for Business Management

Some business owners don't care as long as they have money in the checking account, but others love to run reports so they can analyze how their business is doing. Here are some common reports that help you understand your sales and spending.

pageText Accounts Receivable and Accounts Payable Aging Reports
pageText Sales Reports
pageText Cashflow Reports

6. Customizing Reports

Even though QuickBooks has dozens of reports, there are several ways you can dig in further. Customizing the reports allows you to slice and dice your numbers to gain new insights.

pageText Adding, Removing, and Rearranging Columns
pageText Customizing Reports
pageText Filtering Reports
pageText Alicia's Favorite Customized Reports

7. Advanced and Accountant Reporting

These are tools and features specific QBOA Accountants, as well as QuickBooks Online Advanced users.

pageText Accountant Analysis

8. Conclusion

Thanks for coming to class! Here are additional steps to make the most of your learning experience.

pageText Conclusion
quiz Review Questions: Running Reports to Analyze Growth

9. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

quiz Quiz: Running Reports to Analyze Growth
pieChart Evaluation & Participation Survey
quiz Quiz: Reports


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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