QuickBooks Online: Running Reports

Analyze and grow your business using QBO. Are you making a profit? Are you spending too much, and on what?
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  • Lectures 14
  • Length 44 mins
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2016 English

Course Description

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!

What are the requirements?

  • You will need a subscription to QuickBooks Online. Note that if you want the Essentials or Plus versions, we can help you get a 20% discount!

What am I going to get from this course?

  • Know which Reports are available in each QBO version
  • Navigate the Report Center
  • Read a Profit and Loss (P&L) Report
  • Understand a Balance Sheet
  • Utilize the Company Snapshot
  • Use the Scorecard to compare yourself to similar businesses
  • Run Sales Reports
  • Run Expense Reports
  • Run Accounts Receivable (A/R) Aging Reports
  • Run Accounts Payable (A/P) Reports
  • Customize Reports with columns and percentages

What is the target audience?

  • Business owners and employees who maintain their company’s financial records
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Bookkeepers and Accountants who wish to brush up on their skills
  • Students and job-seekers will boost their employment marketability
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
Book Excerpt
Article
Section 2: Running Reports
02:27

Your Chart of Accounts is the backbone and foundation of your QBO. What is it, and how do you use it?

03:28

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.

04:10

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.

04:38

The Profit & Loss (P&L) report is the most essential report you can run to analyze your income and expenses.

03:37

The Balance Sheet shows your company value - what money does it have, what money does it owe, and what's its net worth?

03:46

The Company Snapshot shows you essential information through graphs.

03:45

Intuit's Scorecard compares your company's income and expenses to others in a similar industry, regionally or around the country.

04:52

Run reports to analyze your sales by Customer and by Product or Service. Who are your best customers? What are your best sellers?

02:55

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.

02:17

Keep track of your Customers and the money they owe you with this set of reports.

02:16

Keep track of your Vendors and the money you owe them.

05:40

While there are over 60 reports available, you can customize them and filter them to learn even more about your business and its trends.

Bonus: Additional QuickBooks Online Training Resources
Article

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Instructor Biography

Alicia Katz Pollock, QuickBooks ProAdvisor with a Masters Degree in Teaching

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.

Alicia’s certifications include:

  • QuickBooks Certified User
  • Intuit ProAdvisor
  • Microsoft Certified Trainer
  • Apple Consultants Network
  • Apple Certified Support Professional, 10.5
  • Apple Certified Support Professional, 10.7
  • Apple Certified Support Professional, 10.10
  • Microsoft Certified Application Specialist in Word, Excel, Access, PowerPoint, and Outlook
  • Microsoft Office Specialist, Master Level


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