QuickBooks Online On-Demand Level 1: Business View Essentials for Decision Makers

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 This self-paced, on-demand course covers the same content as the 1-day QuickBooks Online Level 1: Business View Essentials for Decision Makers (ILT) class. 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 This one-day course is designed for business professionals who primarily use QuickBooks Online in Business View mode to understand financial health rather than enter transactions. The class focuses on navigating dashboards, interpreting reports, and extracting insights that support sound business decisions. Learners will explore key performance indicators, customize their interface, and learn to collaborate effectively with their accountants or bookkeepers.

Understanding the Business View Interface Switching between Business View and Accountant View Overview of the Home Dashboard: What you see and why it matters Navigating the Home Dashboard with confidence: Tasks, Shortcuts and Customizing Layouts Navigating the Planner: Become a cash flow pro Using the Dashboard to Monitor Financial Health Reading the Income & Expense cards Visualizing Profit and Loss Understanding Cash Flow projections Adding and Removing Widgets from the Layout to Monitor Additional Reports Accessing and Customizing Key Reports Running essential reports: P&L, Balance Sheet, Expense Summary, Sales Overview Filtering by date, customer, or category Saving customized views for reuse Exporting and sharing reports with stakeholders Tracking Trends and Performance Metrics Identifying financial patterns using dashboards and reports Using comparison tools: this month vs last month, year-to-date, etc. Introduction to tags for custom tracking Collaborating with Your Accountant or Team Adding users with proper roles and permissions Leaving notes inside QBO Scheduling report emails and summaries Building Your Decision-Making Toolkit Aligning dashboard data with business goals Setting up watchlists for key metrics Creating a "check-in" report package to review weekly or monthly Understanding what the numbers mean (without needing to know debits and credits) Wrap-Up & Resources Summary of key takeaways Best Practices for the Business View in QBO Best practices for reviewing vs editing Where to go for help and continued learning Optional overview: apps and add-ons that extend QBO