Advanced Course on QuickBooks Online Reports


September 24, 2020


Hector Garcia,CPA

  02:00 PM ET | 01:00 PM CT | 11:00 AM PT | 100 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


QuickBooks Advanced Reporting is a feature that lets you create customized reports. You can use your QuickBooks data to build your own report based on your specific needs. This lets you see how you’re doing with your business.

Advanced Reporting gives you the power to build reports your way for greater control over your data.

This QuickBooks Online Advanced course teaches the advanced features and functionality of Intuit's cloud-based software application. Specifically, you will learn more about inventory, purchase orders, the accounting cycle, and payroll. In addition, we review customizing, fine-tuning, and other extended capabilities of QuickBooks Online.

Learning Objectives:

  • Customize Standard Reports in QuickBooks Online
  • Build Custom Reports from scratch
  • Special Reports with Classes, Locations, and Tags
  • Schedule and Automate Custom Reports
  • Learn with confidence how to build a custom report using QuickBooks
  • Utilize all the built-in tools to modify default reports in QuickBooks
  • Automate the report generating process

Area Covered in this session:

  • How you can customize a report?
  • How do you find the right data to use on reports in QuickBooks Advanced Reporting?
  • How to generate transaction reports (Three types of reports will be discussed)
  • Sales Report (Three types of reports will be discussed)
  • Sales Tax reports (GSTR reports)
  • Advanced Accountant Tools: Batch Enter Transactions & Batch Reclassify
  • Time tracking and job costing
  • Working with Balance Sheet Accounts and Budgets

Who Will Benefit:

  • Accountant and Accounting Professionals
  • CPA
  • Tax Professionals
  • Payroll Professionals