Course Code: GQBRPJ
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Participants should have completed either ` <a href="https://www.onlc.com/outline.asp?ccode=wqbnol" target="blank">QuickBooks Online Level 1: Fundamentals Track <img data-src="/graphics/icon-hyperlink-gray.gif" width="13" height="11" border="0" /></a> <a href="https://www.onlc.com/outline.asp?ccode=wqbiol" target="blank">QuickBooks Online Level 1: Fast Track <img data-src="/graphics/icon-hyperlink-gray.gif" width="13" height="11" border="0" /></a>, --OR-- possess equivalent hands-on experience. A working knowledge of income and expense tracking in QuickBooks Online is required. Familiarity with basic accounting concepts. What You Need to Take This Training - Reliable internet connection and modem - Modern web browser (Chrome recommended) - Multiple monitors recommended - Printer (optional) Prefer a Live, Instructor-led Training (ILT) Class? We offer an instructor-led (ILT) version of these courses. For details, click on the links below: <a href="https://www.onlc.com/outline.asp?ccode=wqbrol" target="_blank">QuickBooks Online Level 2: Modern View Custom Reports <img data-src="/graphics/icon-hyperlink-gray.gif" width="13" height="11" border="0"></a> <a href="https://www.onlc.com/outline.asp?ccode=wqbopj" target="_blank">QuickBooks Online Level 3: Projects & Job Costing <img data-src="/graphics/icon-hyperlink-gray.gif" width="13" height="11" border="0"></a> COURSE OUTLINES Part 1 - Modern View Custom Reports 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 Part 2 - Projects and Job Costing Projects vs Job Costing in QuickBooks Online Job Costing using Customers and Sub Customers Projects in QuickBooks Online Impact on Financial Reports Considerations and Best Practices Setting up Customers Vendors and Contractors for Projects and Job Costing in QuickBooks Online Creating a Customer in QuickBooks Online Create a Sub Customer for Job Costing in QuickBooks Online Creating a Vendor in QuickBooks Online Creating an Employee or Contractor in QuickBooks Online Using Projects and Job Costing in QuickBooks Online Turn on Projects and Creating a New Project in QuickBooks Online Add or Change the Customer Assigned to a Project Add a New Transaction to A Project Add a New Transaction for a Sub Customer Add Expenses to a Project Bill an Expense to a Sub Customer Add Existing Time Sheets to a Project Add Existing Invoices to a Project Projects and Job Costing Reports in QuickBooks Online Track Your Labor Costs Project Reports Create a Custom Profit and Loss Report for a Sub Customer Job Create a Custom Balance Sheet Report for a Sub Customer Job Exporting and Charting Data in Projects and Job Costing Reports from QuickBooks Online to Excel Exporting Lists from QuickBooks Online to Excel Exporting Reports from QuickBooks Online to Excel Data Analytics with List Data in Excel Data Analytics with Report Data in Excel
