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Just for Bookkeepers and Accountants

Mastering Custom and Advanced Reports in QuickBooks Online


Course
Hector Garcia
Purchase for $150

Join Hector Garcia in this masterclass to learn QuickBooks Online Advanced Reports to take your business management and accounting advisory to the next level. Customize QBO’s built-in reports, create dashboards with charts, and export to Excel.

Webinar Description

Pre-registration bonus!

Save 20% if you pre-register by Sept 30! coupon code = HECTOR930

Save 10% if you pre-register by Oct 31! coupon code = HECTOR1031

You spend all your time keeping your QuickBooks up to date and accurate. Now it’s time to use that data! Learn how to use every aspect of QuickBooks Online Reports in this masterclass with Hector Garcia. 

Experienced users understand how data gets entered, balanced, and reconciled in QuickBooks Online. That is, they know the INPUTS. But it can be hard to get the data reported correctly...the OUTPUTS.  

QuickBooks Online isn’t just for taxes. When used to its fullest potential, QBO is a tool to help you understand your business and position it for growth.

What if you could create a dashboard right inside QuickBooks Online, with charts showing your revenue streams, A/R and A/P, product sales, expense comparisons, and trends over time? Now you can! QuickBooks Online Advanced features a Performance Center with customizable graphs for at-a-glance tracking.

 

In this class we’ll customize QBO’s built-in reports, export to Excel for further analysis, and get a detailed experience of the new chart builder available right in QuickBooks Online Advanced. 

We’ll look at using Tags, Classes, Locations, and Custom Fields to help you slice and dice your business activity.

This session will cover all versions of QuickBooks Online, with a strong emphasis on the Plus and Advanced editions.

The Pareto Principle states that 20% of your inputs account for 80% of your outputs. When you can identify that 20%, you can do more of it, and your profits will soar. Leverage the tools at your fingertips and GROW!

 

Can't make it on November 11? Register anyway! You'll get lifetime access to the recordings, and Alicia will continue to monitor the Questions forum so you can still get help in the future!

 

What You’ll Learn

  • Fundamental reporting feature differences across versions of QuickBooks Online
  • Navigating all the report customization tools available in standard/canned reports
  • Building custom transaction detail reports from scratch
  • Advanced workarounds with reports 
  • Customizing and automating reports 
  • Tags on Reports 
  • Management Reports 
  • Class vs. Locations on Reports on QBO Plus and Advanced 
  • Custom Fields on Reports on QuickBooks Online Advanced
  • Custom Reporting Tool on QuickBooks Online Advanced
  • Building reports in Excel when built-in tools won't help
  • Open Q&A and special requests 

 

Instructional Level

Intermediate to Advanced

Course Length

3 hour webinar 

Course Credits

3 CPE, Certificate of Completion

Field of Study

Accounting/Bookkeeping

Delivery Method

QAS/Self Study

Prerequisites 

 

Suggested Followup 

     

    Who should take this QBO Reporting class?

    • Bookkeepers who want to make the most of QBO’s report tools
    • Accountants who advise their clients on how to grow their businesses
    • Business owners who want to understand what’s happening behind the scenes in their company

    Watch it again later

    A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.

    For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions.

     

    Here is the course outline:

    Save the date!

    Nov 11 10am .. 1pm

    Thursday, November 11 2021 @ 9am-4pm PST Click the links below for instructions

    pageText How to connect to the Zoom webinar

    Download the Handout

    Download the handout that goes with the course.

    pageText Download the handout here

    Mastering Custom and Advanced Reports in QBO

    Nov 11 10am .. 1pm, Zoom Webinar

    This is the only course you will need to learn how to use every aspect of QuickBooks Online reporting. This is for experienced users that understand how data gets entered, balanced, and reconciled into QuickBooks Online (INPUTS) but have felt it's hard to get the data reported correctly (OUTPUTS). We will cover ALL versions of QuickBooks Online, but with a strong emphasis on PLUS and ADVANCED editions.

    pageText Fundamental reporting feature differences across versions of QuickBooks Online (5 mins)
    pageText Navigating all the report customization tools available in standard/canned reports (15 mins)
    pageText Building custom transaction detail reports from scratch (10 mins)
    pageText Advanced workarounds with reports (15 mins)
    pageText Customizing and automating reports (10 mins)
    pageText Tags on Reports (5 mins)
    pageText Management Reports (10 mins)
    pageText Class vs. Locations on Reports on QBO Plus and Advanced (15 mins)
    pageText Custom Fields on Reports on QuickBooks Online Advanced (15 mins)
    pageText Custom Reporting Tool on QuickBooks Online Advanced (20 mins)
    pageText Building reports in Excel when built-in tools won't help (30 mins)
    pageText Open Q&A and special requests (30 mins)

    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: Reports
    pieChart Complete this survey for CPE Credit
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