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QBO Video Courses

Custom and Advanced Reports in QuickBooks Online

For someone else
Hector Garcia
For someone else
Purchase for $81 or enter access code

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.

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Custom and Advanced Reports in QBO Course Description

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!


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

2.75 hour webinar 

Course Credits

2.75 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study



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

    You'll get lifetime access to the recordings, and Alicia will continue to monitor the Class Discussions forum so you can ask questions!


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    Refunds & Cancellations

    Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.


    Royalwise 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 Updated: December 2021

    Here is the course outline:

    Download the Handouts

    Download the handout that goes with the course. Also click the links to Hector's bonus resources

    pageText Download the handouts and materials here

    Mastering Custom and Advanced Reports in QBO

    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 Introduction and Agenda
    Biz View vs Accountant View
    pageText Which versions of QBO have what reports?
    pageText Basic Report Customization
    pageText Advanced Customization Tools
    pageText The Magic of Account Numbers for Sorting
    pageText The Customize Button
    pageText Cash vs. Accrual Reporting
    pageText Reporting on Undeposited Funds
    pageText Balance and Periodic Reports, Transaction & Summary Reports
    pageText 3 Hidden Reports not in the Reports Center
    pageText Class vs. Locations in QBO Plus and Advanced
    pageText Custom Fields on Reports in QBO Advanced
    pageText QBO Advanced's Custom Chart and Report Builder
    pageText Additional Reports Training from Hector and Alicia
    pageText Conclusion


    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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