QuickBooks Online Tutorial - Customizing Reports

QuickBooks 30-day free trial + 30% off for 12 months:
https://quickbooks.intuit.com/partner...
I have a 2 hour extended version of this course, Deep Dive on Reports in my paid webinar series:
https://hectorgarcia.teachable.com/co...


This was an excerpt from a webinar I did for CPA academy, for more webinars like this (and they are mostly FREE!) go to: http://www.cpaacademy.org
Download slides: http://bit.ly/qbocustomreports2020
Check out ADP for Accountants: http://adp.com/accountantconnect

Table of Contents / Timestamps
00:00 Introduction and What will and will not be covered
03:39 Reporting capabilities by QuickBooks Online version
06:20 Customizing Standard Report (tools)
07:01 Examples of Customizing Reports
28:32 Edit Titles (Customize Account Group Headers)
30:49 Troubleshooting Report Printing and Saving as PDF
32:26 Rolling 12 Month report in QuickBooks
33:30 Reports by Location (or by Class)
38:46 Introduction to Source vs. Distribution in Reports
Note: this part was cut off, but I did a separate video to remedy that:    • QuickBooks Online: Check Detail Report (So...  
44:18 Outro and about ADP (Webinar Sponsor)



Here are recommend these videos on the topic of reports:
-Report Customization Basics:   • QuickBooks Online Tutorial: Customizing Re...  
-Chart of Accounts Basics:   • Chart of Accounts Basics in Quickbooks Online  
-Edit Report Titles:   • QuickBooks Online - Edit Report Titles/Hea...  
-QBO Advanced Custom fields example:   • QuickBooks Online Custom Fields - Open Bil...  
-Class/Location Reports:   • QuickBooks Online: Classes & Locations (an...  
-Where is the cash? (reconciling P&L with BS vs. cash balances):   • Net Income/Profits vs. Cash in the bank: "...  
-Custom Check detail report (Source vs. Distribution):    • QuickBooks Online: Check Detail Report (So...  


To setup a 30-day free trial of QuickBooks Online and then a 30% http://www.quickbooksoffer.com/?cid=i...