Portland
OR
USA
Pre-registration bonus!
Save 20% if you pre-register by Sept 30! coupon code = HECTOR930
Save 10% if you pre-register by Oct 31! coupon code = HECTOR1031
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!
Can’t make it on November 11? Register anyway! You’ll get lifetime access to the recordings, and Alicia will continue to monitor the Questions forum so you can still get help in the future!
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
3 hour webinar
Course Credits
3 CPE, Certificate of Completion
Field of Study
Accounting/Bookkeeping
Delivery Method
QAS/Self Study
Prerequisites
Our “QuickBooks® Online Bootcamp” On-Demand video course, or
Real-life experience using QuickBooks Online
Suggested Followup
Our Running Reports to Analyze Growth in QBO course
Our Next Level Accurate Accounting course
Our Bookkeeping’s Tricky Situations course
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
Watch it again later
A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.
http://royl.ws/customreports
