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QBO Video Courses

Running Reports in QBO to Analyze Growth

For someone else
Alicia Katz Pollock
For someone else
Purchase for $74 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 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 & 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


Instructional Level


Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

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

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:

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.


What people are saying about this 'Running Reports in QBO to Analyze Growth' 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.


Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

OWLfred says, "Silver membership pays for itself in just two courses per month!"



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

Course Updated: March 2023

Course Page Updated: November 2023

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here
Glossary of Terms

2. Running Reports in QBO to Analyze Growth (2023)

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.

1 - Intro and Agenda
2 - Getting Familiar with the Reports Interface
3 - Exploring the Reports Center
4 - Manipulating Reports
5 - Reports for Taxes
6 - Profit and Loss (P&L) Reports
7 - The Balance Sheet
Review 1: Running Reports
8 - Business Management Reports
9 - Sales Reports
10 - Cash Flow Reports
11 - Customizing Reports
12 - Alicia's Favorite Customized Reports
13 - Accountant Analysis
Review 2: Customizing and Sharing Reports

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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