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*** 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
Overview
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.
Target Student
• 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
