QuickBooks Online: Customizing Reports
QuickBooks Online is known for its robust customization options and reporting tools. In this session, you will learn to customize built-in reports such as a Profit & Loss and Balance Sheet in QuickBooks Online. You will also learn to create custom reports from scratch in detail. Whether you are a beginner or expert, you will walk away with all the report customization essentials.
Once you learn the ins and outs of the reporting system, you will have a deeper understanding of how the input/entry portion of the work ultimately affects the financial reports (or the "results" of the organization) and will be doing that part of the work with a different sense of purpose.
Getting reports out of QuickBooks is the ultimate purpose of getting all the data in in the first place; which is why report building is a fundamental skill that every QuickBooks user should have. Joining this session will gain you the fundamental knowledge to start experimenting with new customized reports on your own QuickBooks file.
Areas Covered
-List of all the built-in reports that can be accessed via a direct URL
-Customizing the Standard Financial Statements (Profit and Loss, Balance Sheet, Trial Balance)
-Customizing detailed reports (drilled down from financial statements)
-Creating Transaction detailed reports from scratch
-Saving and scheduling customized reports
Topics Discussed
-Financial Statements
-Custom Reports
-Classes, Tags, Locations
-Report automation
Why You Should Attend
The true satisfaction from working with QuickBooks is from getting vast amounts of information summarized into meaningful and actionable insights about the business, and building Custom Reports is the first step towards those insights.
Who Will Benefit
QuickBooks Online intermediate users, with some experience entering transactions into QuickBooks.
Hector Garcia
Hector Garcia is a Certified Advanced QuickBooks ProAdvisor. He collaborates with Clatid Compliance to help the accounting and taxation professionals maximize the use of QuickBooks and Excel. He is a member of Intuit Trainer/Writer NetworkCo-Host of QB Power Hour. He has created over 500 videos on QuickBooks, Accounting, Taxation, and/or Excel.
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