QuickBooks Online: Running Reports
4.7 (3 ratings)
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QuickBooks Online: Running Reports

Understand your income and expenses, and analyze your business's financial health.
4.7 (3 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
20 students enrolled
Last updated 3/2016
Current price: $10 Original price: $20 Discount: 50% off
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  • 44 mins on-demand video
  • 2 Articles
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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
View Curriculum
  • 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!

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.

Analyze your sales income (accounts receivable) and your business expenses (accounts payable).

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!

Who 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
Compare to Other QuickBooks Courses
Curriculum For This Course
1 Lecture 00:02
Book Excerpt
Running Reports
13 Lectures 44:21

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

Preview 02:27

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.

Which Reports are Available in Each QBO Version

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.

Preview 04:10

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

Your Profit & Loss Report

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

The Balance Sheet Report

The Company Snapshot shows you essential information through graphs.

Preview 03:46

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

The Scorecard

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

Sales Reports

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.

Review Expenses Reports

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

Accounts Receivable Reports

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

Accounts Payable Reports

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

Customized Reports

Bonus: Additional QuickBooks Online Training Resources
About the Instructor
Alicia Katz Pollock
4.3 Average rating
132 Reviews
552 Students
9 Courses
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