QuickBooks Online On-Demand: Advanced Bundle (Modern View Reports, Projects & Job Costing)

Coming Soon...

2 DaysLive Online & In-CenterInstructor-led since 1983Course Code: GQBRPJ

Course overview

Coming Soon... *** This is an On-Demand (self-study format) course with 180-Day access available 24/7 online *** Learn at your own pace – anytime, anywhere. This On-Demand course gives you the flexibility to study on your schedule with the ability to review and revisit materials as needed during the course access period. (Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.) Note: The 180-day course access period begins at time of purchase. VERSION NOTE: This course is for QuickBooks ONLINE users in which the software is accessed via the cloud. It may not be appropriate for QuickBooks DESKTOP users. About this Course Accessible 24/7 from any internet-connected device, this course is designed to provide a flexible and engaging learning experience. Included in this course: • Knowledge Blocks – Digital reading materials to support and reinforce key concepts • Lab PDF’s – Downloadable and printable lab instructions to follow along with video demonstrations • Hands-On labs – Step-by-step video labs to guide you through completing real-world projects • Course Completion Certificate – Printable upon successful completion of all course requirements Part 1 of this self-paced course covers the same content as the 1-day QuickBooks Online Level 2: Modern View Custom Reports (ILT) Course. This course focuses on advanced reporting capabilities, data analytics, and customized features within Intuit's cloud-based software. You will learn to create, customize, and analyze complex reports, develop reporting solutions, and leverage advanced reporting tools for better business insights. Part 2 of this self-paced course covers the same content as the 1-day QuickBooks Online Level 3: Projects & Job Costing (ILT) Course designed for users to leverage QuickBooks Online' s Projects feature for tracking job profitability, managing client work, and improving financial visibility. You will learn how to set up customers, vendors, and contractors for accurate cost allocation, enter and assign transactions, generate project reports, and export key financial data to Excel for enhanced analysis and charting.

Who this is for

• Small business owners, project managers, or contractors who want to track profitability by job or project • Consultants and service providers managing billable work • Bookkeepers or staff responsible for customer or project-related reporting • Users transitioning from QuickBooks Desktop with prior job costing workflows • Anyone using QuickBooks Online Plus or Advanced seeking to unlock the full potential of the Projects feature

Prerequisites

Participants should have completed either ` QuickBooks Online Level 1: Fundamentals Track

QuickBooks Online Level 1: Fast Track

, --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: QuickBooks Online Level 2: Modern View Custom Reports

QuickBooks Online Level 3: Projects & Job Costing

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

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$395

Live Online & In-Center