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Running Reports to Analyze Growth Course
Course
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Alicia Katz Pollock
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.
Instructional Level
Beginning through Advanced
Course Length
2 hours
CPE Credits
Delivery Method
QAS Self Study
Field of Study
Accounting
Prerequisites
- Our QuickBooks® Online Fundamentals course, or
- Prior QBO® experience.
Who should take this QuickBooks Online Reports 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
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
Here is the course outline:
1. Download the HandoutDownload the handout that goes with the course. 1 section
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2. IntroductionLet's get started! 1 section
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3. Using the QuickBooks Interface for ReportingReporting is more than just running reports. Here are places you can go in QuickBooks Online to gather information about your business. 5 sections
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4. Reports for TaxesIf 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. 3 sections
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5. Reports for Business ManagementSome 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. 3 sections
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6. Customizing ReportsEven 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. 4 sections
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7. Advanced and Accountant ReportingThese are tools and features specific QBOA Accountants, as well as QuickBooks Online Advanced users. 1 section
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8. ConclusionThanks for coming to class! Here are additional steps to make the most of your learning experience. 1 section
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9. Take the QuizTake 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! 1 section
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Completion
The following certificates are awarded when the course is completed:
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Royalwise Credit Certificate |
