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Running Reports in QBO to Analyze Growth


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
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.

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…

 

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: 

  • 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

 

People are saying:

 

By enrolling in any LIVE class by Royalwise, you'll also receive a recording of that class as a free bonus so you can pause, rewind, watch, & rewatch at your own pace for maximum retention.

Each Royalwise class is recorded live, & an edited copy is published to the course page within two weeks of the recording date. A notification will be sent to you within your OWLS portal once the recording is available.

While you wait, be sure to complete all of the quizzes or questionnaires for CPE credit, download any notes or handouts that you may have missed before class, and get your questions answered in the class discussions forum.

 

Instructional Level

Basic

Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study

Accounting

Delivery Method

Group Internet & 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

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.

 

Other learners enrolled in these courses after completing this class: 

Explore new topics & join the hundreds of other business owners & accounting professionals who have enrolled in these courses after completing this Running Reports to in QBO to Analyze Growth class!

     

 

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!

Discover why so many business owners & accounting professionals are taking advantage of a Royalwise OWLS membership to gain valuable skills, earn CPE credit, & make more money.

With a Royalwise OWLS membership you’ll have the tools & support you need to achieve your business & professional goals. Enroll today to join a community of like-minded individuals & take advantage of all the benefits an OWLS membership has to offer!

 

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: www.nasbaregistry.org.

 





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

Course Updated: December 2022

Course Page Updated: February 2023

Here is the course outline:

1. How to Join the Live Zoom Webinar

Mar 7 10am .. 12pm

Click the link to learn how to join the webinar, on Tuesday March 7 at 10am - 12pm PST

pageText How to connect to the live Zoom webinar on March 7

2. Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

3. Introduction

Let's get started!

pageText Introduction
Biz View vs Accountant View

4. 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

5. 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

6. 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

7. 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

8. Advanced and Accountant Reporting

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

pageText Accountant Analysis

9. 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

10. 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

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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