Here’s the replay of my live training on “Getting Started with Reports – How to Run and Understand Them.
Do you know how to pull your reports in QuickBooks so you can make important business decisions?
Do you feel like you really understand what’s happening in your business?
If you want to learn more about QuickBooks reports so you can have a better understanding of where your business is at, this training is for you!
The outline of what I cover in this training is below.👇
0:00 – Intro / Thought of the Day
7:30 – P&L Standard
12:40/24:14 – Customize Reports
14:25 – Cash vs Accrual Basis
17:16 – Chart of Accounts
19:43 – Where am I at this year…
23:10 – Bad Debt
25:10 – Collapse Button
25:49 – Profit & Loss by Job
27:30 – Customer Center
29:13 – Profit and Loss by Class
32:09 – Cost of Goods
33:58 – Customize P&L (Actual vs. Budget)
36:50 – Memorize report
38:11 – Change charge from one expense to another
38:44 – Owner Contribution Summary
39:31 – Report Center
42:11 – Company snapshot
44:11 – Customers & Jobs vs. Transactions
47:22 – Estimates vs. Actual
48:56 – P&L vs. Balance Sheet
50:30 – Statement of Cash Flows
51:25 – QB Desktop vs. QBO
54:16 – QB Payroll vs. Intuit Payroll
Leave a comment below to let me know what you learned in this workshop…
Have a great day!
I love getting to visit with you live. If you didn’t get a chance to make it live and would love to join me for future training and calls, join my QuickBooks Tips and Tricks by putting your name and email below.