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

Created by: Alicia Katz Pollock
QuickBooks ProAdvisor & Top 50 Women in Accounting

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

Requirements

• 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!

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