Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.
In this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!
Learning Objectives
Upon completing this course, you should be able to:
Differentiate between report types in QuickBooks Online
List the steps necessary to create custom reports
Identify how Management Reports differ from traditional reports
Specify how to use the new Spreadsheet Sync feature in QBO
Major Topics
The types of reports available in QuickBooks Online, by subscription level
Customizing reports to meet your needs
Spreadsheet Sync in QuickBooks Online Advanced
