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

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…
 
WHERE DID ALL MY MONEY GO??!!!
 
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! 

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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!

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.

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

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Sponsored by Finatical 

Finatical empowers finance professionals to take control of their reporting, budgeting, and variance analysis—directly in Microsoft Excel. Purpose-built for teams using QuickBooks Online, Finatical connects live accounting data to custom Excel models, eliminating manual exports, broken formulas, and time-consuming workarounds. With refreshable data, scalable template generation, and self-service tools, Finatical helps accounting firms, nonprofits, and SMBs make faster, more confident business decisions.

Click here to learn more about Finatical 

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: www.nasbaregistry.org.

Course Credits: 2.5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: December 2025
Course Page Updated: March 2026

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