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QuickBooks Online Advanced Reporting Course

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Fee:  $495

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QuickBooks Online Advanced Reporting Course

 

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

VERSION NOTE:

This course is for QuickBooks ONLINE users. It may not be appropriate for QuickBooks DESKTOP users.

Course Overview

Our QuickBooks Online Enhanced Reporting course focuses on advanced reporting capabilities, data analytics, and customization features within Intuit's cloud-based software. You will learn to create, customize, and analyze complex reports, develop custom reporting solutions, and leverage advanced reporting tools for better business insights.

Prerequisites

Attendees should have a strong understanding of QuickBooks Online basics and have taken
QuickBooks Online QuickStart or have equivalent experience. Familiarity with basic financial reporting concepts is also recommended.

COURSE OUTLINE

Understanding Report Types and Categories

  • Standard Reports Overview
  • Custom Reports Overview
  • Management Reports Overview
  • Searching Reports and Favorites Grouping
  • Review - Understanding Report Types and Categories

Report Customization

  • Classic View in Reporting
  • Advantages of Switching to Modern View
  • Customizing the Modern View Columns
  • Customizing the Modern View Filters
  • Saving Custom Modern View Reports
  • Review - Report Customization

Advanced Customization of Modern View

  • Customizing General Options
  • Exporting Data from Modern View to Excel and CSV
  • Emailing and Scheduling Modern View Reports
  • Management Reports Modern View
  • Review - Advanced Customization of Modern View

App Integration and Analysis

  • Understanding Integrated Apps in QuickBooks Online
  • Using Excel to Chart Data from Modern View Reports
  • Using Google Sheets for Data Analysis from Modern View Reports
  • Review - App Integration and Analysis

 

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Attend hands-on, instructor-led QuickBooks Online Advanced Reporting training classes at ONLC's nationwide locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of QuickBooks Courses and select the one that's right for you.

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