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Video of QuickBooks Online Tutorial - Customizing Reports in Quickbooks course by Hector Garcia CPA channel, video No. 10 free certified online
QuickBooks 30-day free trial + 30% off for 12 months:
https://quickbooks.intuit.com/partners/irp/?cidirp-4337#pricing
I have a 2 hour extended version of this course, Deep Dive on Reports in my paid webinar series:
https://hectorgarcia.teachable.com/courses/enrolled/520671
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: https://youtu.be/2TrET1YnJyw
44:18 Outro and about ADP (Webinar Sponsor)
Here are recommend these videos on the topic of reports:
-Report Customization Basics:https://youtu.be/yMVqLZOJD5Y
-Chart of Accounts Basics:https://youtu.be/vsLiLg9bvKE
-Edit Report Titles:https://youtu.be/IKnMCx4b65M
-QBO Advanced Custom fields example:https://youtu.be/Ht5GnMI0-LU
-Class/Location Reports:https://youtu.be/KUY0KjKCofU
-Where is the cash? (reconciling P&L with BS vs. cash balances):https://youtu.be/v7PkzSGqBzs
-Custom Check detail report (Source vs. Distribution): https://youtu.be/2TrET1YnJyw
To setup a 30-day free trial of QuickBooks Online and then a 30% http://www.quickbooksoffer.com/?cidirp-4337#pricing