QBO Running Reports - Information, Analysis & Better Decision

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

  • CPA Canada
  • CITP
  • CIA
  • CMA
  • CPA
  • CGMA
  • Tax Preparer
  • PCP

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • Reporting at a Glance
    3 mins
  • The Reports Center
    32 mins
  • The Profit & Loss Report (P&L)
    37 mins
  • Balance Sheet Report
    48 mins
  • Useful Reports to Analyze Your Business
    57 mins
  • Customizing Your Reports
    77 mins

Course Description

Now that you’ve spent hours keeping your business records up-to-date, it’s time to analyze your business. Who are your best customers? What products and services are your best sellers? Who owes you money, and who do you owe?

Quickbooks has gained immense popularity in recent years among small and medium business owners due to the ease it provides for keeping the accounts and managing the finances. The app has many uses, only if you know how to use it, you will be greatly benefited by it. QuickBooks houses many pre-created reports for your convenience, but if you wish you can create your own Customized Reports in QuickBooks Desktop and mail them as well. In this webinar we will show how to customize reports in QuickBooks Online.

Reports include :

  • Profit and loss statement (P&L)
  • Balance Sheet
  • Accounts Payable
  • Accounts Receivable
  • Products
  • Services
  • Cash flow

The more you slice and dice your data, the better decisions you can make to help your business grow. We’ll help you in customize the reports to pull the data your clients need, memorize the favorites for future use, and even email to clients every month automatically!

Recommended for Business owners and employees hoping to gain deeper insight into the health of their business and also for Bookkeepers/Accountants who wish to brush up on their skills.

Learning Objectives

  • To identify different type of reports which are available at each subscription level of QuickBooks®
  • To identify ways of reading a Profit & Loss report
  • To identify ways of reading a Balance Sheet
  • To identify ways of reading a Cash Flow report
  • ATo identify ways of reading A/R and A/P reports

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Business Owner
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA