QuickBooks Online Level 2: Modern View Custom Reports

VERSION NOTE: This course is for QuickBooks ONLINE users. It may not be appropriate for QuickBooks DESKTOP users. Course Overview Our QuickBooks Online Level 2: Modern view Custom Reports 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: QuickBooks Online Level 1: Fundamentals Track for those lacking accounting knowledge, -OR- QuickBooks Online Level 1: Fast Track
--OR-- Equivalent experience. _ A 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