Running Reports in QBO to Analyze Growth

Learn to customize reports in QuickBooks Online, including the Profit and Loss Statement (P&L), Balance Sheet, Accounts

Ratings: 4.20 / 5.00




Description

It’s time to analyze your business!

You’ve spent hours keeping your business records up to date, so now let QuickBooks reveal.

Who are your best customers? What products and services are your best sellers? Who owes you money, and who do you owe?

And of course, the most popular question:

WHERE DID ALL MY MONEY GO?

We’ll teach you how to customize your reports to pull the exact data you need, memorize your favorites for future use, and even email them every month automatically!

After taking this course, you'll understand the best ways to slice and dice your data, and make better decisions to help your business grow.


What You’ll Learn

  • What reports are available at each subscription level of QuickBooks

  • How to read a Profit & Loss report

  • How to read a Balance Sheet

  • How to read a Cash Flow report

  • A/R and A/P reports

  • Job Costing reports

  • Who are your best Customers?

  • What are your most lucrative services?

  • What are your best-selling products?

  • How to analyze your reports to decide what direction to grow in the future

  • How to customize reports to extract exactly what you want to see

  • How to memorize reports so you can run them again in the future

  • How to email reports to administration automatically


After completing this course, you will be able to

  • Identify the sections and accounts in a Profit and Loss Statement and Balance Sheet

  • Recognize more advanced reports that analyze your business performance

  • Recall how to customize reports to show you exactly what you want to know

  • List the steps to share reports with other people


What You Will 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

Who Should Attend!

  • 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