Advanced Reporting in QuickBooks Online Course Description:

Most business owners faithfully enter transactions into QuickBooks Online—but far fewer use the platform to analyze what those numbers actually mean.

If you’ve ever wondered, “Great, now how do I make more money?” this class is for you.

Join Alicia for a hands-on exploration of how to transform QuickBooks Online into a strategic tool for decision-making, forecasting, and growth.
Instead of thinking of reports as static documents, you’ll learn how to make them interactive, visual, and tailored to your unique business needs.

Alicia will show you how to uncover trends, spot red flags early, and design dashboards that highlight the key drivers of your business’s success.
This class applies to the Modern Reports in all versions of QuickBooks Online, with special emphasis on the Plus and Advanced editions, where enhanced features unlock even more possibilities.

In this session, you’ll discover how to:
✅ Customize standard reports so they answer the specific questions you care about
✅ Build dynamic charts and graphs directly in QuickBooks Online Advanced to visualize critical KPIs
✅ Use Classes, Locations, and Custom Fields to filter and segment your financial data for sharper insights
✅ Use Spreadsheet Sync to update your data quickly using Excel, and export reports seamlessly to Excel for deeper calculations with live updates
✅ Identify the numbers that reveal where your business is thriving—and where it’s leaking profits
Whether you’re managing multiple revenue streams, controlling costs, or preparing for investors, QuickBooks Online can provide far more than tax totals. It’s a window into the story of your business—and this class will show you how to read it.
If you’re ready to bridge the gap between raw data and real business intelligence, join us and discover how to turn your numbers into your most powerful asset.

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: www.nasbaregistry.org.

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

Course Updated: July 2025

Course Page Updated: August 2025