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QBO Video Courses

Running Reports in QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $92 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.

What You’ll Learn

  • What reports are available at each subscription level of QuickBooks®
  • How to read a Profit & Loss Statement
  • How to read a Balance Sheet
  • How to read a Cash Flow Statement
  • Using A/R and A/P reports to monitor cash in and out
  • When Job Costing reports are useful
  • Analyze your reports to decide what direction to grow in the future
  • Customizing reports to extract exactly what you want to see
  • Memorizing reports so you can run them again in the future
  • Exporting and sharing reports with others
  • How to build custom reports using the new Modern View
  • Turning reports into charts and pivot tables
  • How Spreadsheet Sync connects QBO to Excel


After completing this course, you will be able to: 

  • Identify the sections and accounts in a Profit & Loss Statement and Balance Sheet
  • Differentiate more advanced reports that analyze your business performance
  • Recall how to customize reports to show you exactly what you want to know
  • Recognize the new tools available through the Modern Reports layout
  • Describe the reporting features unique to QBO Advanced


Instructional Level


Course Length

 2.5 hours

Course Credits

2.5 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

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

Advance Preparation



Preview this course:

Get a sneak peek of what's inside this value-packed training. Watch the brief video below to explore the topics we'll cover and see the quality of content you can expect. Your journey to mastering the material starts here!


QuickBooks Online Reports Course Description:

After spending hours meticulously updating your business records, it’s time to analyze your business! Let QuickBooks unlock the insights from your carefully maintained records, turning your efforts into actionable intelligence for business growth and strategy.

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…
I’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. We’ll customize your reports to pull the data you need, memorize your favorites for future use, and even set up automatic emails so your reports come to you!

After exploring these fundamentals, I’ll demystify the new modern reporting tools. Over the next year, QuickBooks will move to this new format. I’ll help you get comfortable, and show you the things we love about the new tools.

Last, we’ll look at the enhanced reporting tools in QuickBooks Online Advanced, including the Performance Center, Custom Reports, Pivot Tables, and Spreadsheet Sync. Even if you don’t currently use QBO Advanced, seeing its powerful reporting capabilities may inspire you to upgrade!

Ready to transform your business with data-driven decisions? Enroll in "Running Reports in QBO"  today and master the art of QuickBooks reporting. Unlock the full potential of your business data to drive growth and efficiency. Don't miss out on this opportunity to elevate your business strategy—enroll now!




What people are saying about this 'Running Reports in QBO' course:

See what people have to say about this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.


Watch it again later

You'll have lifetime access to the on-demand course including all handouts and class material. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again and again as you apply what you learn to each situation as it crops up.


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: 2.5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: February 2024

Course Page Updated: February 2024

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Handout: Running Reports Slides
Handout: Running Reports 9-up PDF
Glossary of Terms

2. Watch the videos: Running Reports in QBO (2024)

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.

Intro and Agenda
Behind the Scenes: Reports in QBO
Interface Reporting
The Reports Center
Cash vs Accrual Basis
Reports for Taxes
The Balance Sheet
Review 1: Running Reports
Reports for Business Management (A/R & A/P)
Sales Reports
Cashflow Reports
Customizing Reports
Sharing Reports
Alicia's Favorite Customized Reports
Modern Reports
Review 2: Customizing and Sharing Reports
QBO Advanced Reporting: Performance Center
Custom Report Builder for QBO Advanced
Pivot Tables
Custom Fields
Spreadsheet Sync
Reporting Apps and Resources
BONUS: Spreadsheet Sync Presentation from SNH23
Review 3: Advanced Reporting

3. 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: Running Reports to Analyze for Growth
Course Evaluation Survey


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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