QuickBooks Online Tutorial - Customizing Reports

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partner... I have a 2 hour extended version of this course, Deep Dive on Reports in my paid webinar series: https://hectorgarcia.teachable.com/co... This was an excerpt from a webinar I did for CPA academy, for more webinars like this (and they are mostly FREE!) go to: http://www.cpaacademy.org Download slides: http://bit.ly/qbocustomreports2020 Check out ADP for Accountants: http://adp.com/accountantconnect Table of Contents / Timestamps 00:00 Introduction and What will and will not be covered 03:39 Reporting capabilities by QuickBooks Online version 06:20 Customizing Standard Report (tools) 07:01 Examples of Customizing Reports 28:32 Edit Titles (Customize Account Group Headers) 30:49 Troubleshooting Report Printing and Saving as PDF 32:26 Rolling 12 Month report in QuickBooks 33:30 Reports by Location (or by Class) 38:46 Introduction to Source vs. Distribution in Reports Note: this part was cut off, but I did a separate video to remedy that:    • QuickBooks Online: Check Detail Report (So...   44:18 Outro and about ADP (Webinar Sponsor) Here are recommend these videos on the topic of reports: -Report Customization Basics:   • QuickBooks Online Tutorial: Customizing Re...   -Chart of Accounts Basics:   • Chart of Accounts Basics in Quickbooks Online   -Edit Report Titles:   • QuickBooks Online - Edit Report Titles/Hea...   -QBO Advanced Custom fields example:   • QuickBooks Online Custom Fields - Open Bil...   -Class/Location Reports:   • QuickBooks Online: Classes & Locations (an...   -Where is the cash? (reconciling P&L with BS vs. cash balances):   • Net Income/Profits vs. Cash in the bank: "...   -Custom Check detail report (Source vs. Distribution):    • QuickBooks Online: Check Detail Report (So...   To setup a 30-day free trial of QuickBooks Online and then a 30% http://www.quickbooksoffer.com/?cid=i...