Learn QuickBooks Online! In this course, business owners and bookkeepers will learn to run Reports in QuickBooks Online.
QBO can be set up with minimal data for fast data entry...or you can add in a lot of detail that will allow you to run reports to understand your business.
Use Reports to learn who are your best customers, and which products and services are your best sellers. Once you have that data, you can decide where to focus your marketing to grow your company.
As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.
Complete this course and earn 2 CPE Credits!
Your Chart of Accounts is the backbone and foundation of your QBO. What is it, and how do you use it?
Each version of QBO has a different set of report. Your choice of which version you need may depend on what kind of business analysis you want to do.
The Reports Center is divided up into groups of similar documents. Pour through all the options - you'll be amazed at all the ways you can slice and dice your data, to learn all kinds of new things about the business you do.
The Profit & Loss (P&L) report is the most essential report you can run to analyze your income and expenses.
The Balance Sheet shows your company value - what money does it have, what money does it owe, and what's its net worth?
Intuit's Scorecard compares your company's income and expenses to others in a similar industry, regionally or around the country.
Run reports to analyze your sales by Customer and by Product or Service. Who are your best customers? What are your best sellers?
What ARE you spending your money on? These reports will help you figure out why you make a lot of money, but your bank account is still low.
Keep track of your Customers and the money they owe you with this set of reports.
Keep track of your Vendors and the money you owe them.
While there are over 60 reports available, you can customize them and filter them to learn even more about your business and its trends.
Over 30 years ago, when she was 13, Alicia Katz Pollock received her first computer, an Apple IIc. She immediately designed a database for her father’s dental practice to automatically send postcards to his patients every 6 months to come in for a checkup and cleaning. Her passion for computers grew as she did.
A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula.
She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.