QuickBooks Online Intensive III – Reporting and Custom Reports
Duration: 5 Hours
Level: Intermediate
Format: Live Human Online Intensive with Hands-On Labs
Environment Used: Intuit QuickBooks Online Test Drive (Accountant View)
Intensive Schedule (5 Hours)
Session 1: Understanding QuickBooks Online Reporting
How QuickBooks builds reports from transactions
Standard vs detail reports
Date ranges, accounting methods, and filters
Common reporting misconceptions
Lab 1:
Navigate the Reports Center
Run standard Balance Sheet and Profit & Loss reports
Change accounting method and date ranges
Trace report totals back to transactions
Session 2: Core Financial Reports Deep Dive
Profit & Loss: performance analysis
Balance Sheet: financial position
Statement of Cash Flows (high-level overview)
Using reports together for validation
Lab 2:
Customize Profit & Loss and Balance Sheet reports
Drill into balances
Compare reports for consistency
Identify potential red flags
Session 3: Customizing Reports for Insight
Filters, columns, and grouping
Classes and locations (conceptual use)
Customer, vendor, and item-based reporting
When customization adds value vs confusion
Lab 3:
Build customized reports using filters and columns
Group results by customer, vendor, or item
Analyze profitability from different perspectives
Save customized views
Session 4: Memorized & Management Reporting
Saving and managing custom reports
Creating report groups for management
Sharing and exporting reports
Using reports for decision-making
Lab 4:
Save and organize custom reports
Create a management reporting set
Export reports for external use
Validate report consistency
Session 5: Reporting Cleanup & Best Practices
Identifying reporting distortions
Diagnosing setup vs transaction issues
Using reports to guide cleanup
Preparing reports for accountants and stakeholders
Lab 5:
Identify reporting issues using custom reports
Trace problems to root causes
Adjust setup or transactions (scenario-based)
Re-run reports to confirm accuracy
Intensive Description
QuickBooks Online Intensive III is a comprehensive deep dive into reporting and custom report design, designed to help participants move from simply running reports to understanding, customizing, and trusting them.
This intensive emphasizes cause-and-effect reporting logic. Participants learn how daily transactions, setup decisions, and workflows influence financial reports—and how to customize reports to answer real business questions without distorting results.
All demonstrations and labs are completed using the QuickBooks Online Test Drive account in Accountant View, ensuring a consistent and realistic learning environment.
By the end of the intensive, attendees will confidently create, customize, and interpret QuickBooks Online reports—and know how to validate that the numbers truly reflect reality.
Lab & Exercise Structure
Each lab is:
Instructor-led with live explanation
Scenario-based and realistic
Focused on reporting logic and validation
Performed in the QuickBooks Online Test Drive (Accountant View)
Labs mirror real-world reporting, analysis, and cleanup challenges.
Who This Intensive Is For
QuickBooks Online users running financial reports
Bookkeepers and accounting staff
Business owners needing clearer insight
Anyone responsible for reporting accuracy
What You’ll Gain
Mastery of QuickBooks Online reporting
Confidence building and saving custom reports
Ability to diagnose reporting issues
Skills to present clean, reliable financial data
Other QuickBooks Online Intensives
This intensive focuses on reporting and analysis.
Additional QuickBooks Online intensives expand on this foundation by covering:
Banking and reconciliation
Period-end cleanup and closing
Advanced troubleshooting scenarios
End-to-end QuickBooks Online mastery
QuickBooks Online Intensive III turns reports into tools you can trust—not just numbers on a screen.
