Modern Reports in QBO Advanced

Unofficial QuickBooks Accountants Podcast

内容由Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

1M ago 48:07

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Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
Hector's App - RightTool www.righttool.app
Alicia’s 1099 class: http://royl.ws/QBO1099
Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
Intuit Connect Conference www.quickbooksconnect.com
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

Sign up to Earmark to earn free CPE for listening to this podcast

https://www.earmark.app/onboarding

(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
(02:19) - Exploring Custom Report Builder Templates
(05:22) - Visualizing Reports with Chart View
(10:22) - Advanced Filtering and Boolean Logic
(18:21) - Grouping and Subgrouping Data
(22:20) - Leveraging More Columns for Detailed Insights
(28:21) - Pivot Tables and Summary Reports
(30:01) - Benefits of Pivot Tables
(34:33) - General Options and Formatting
(41:37) - Exporting and Sharing Reports
(45:19) - Upcoming Classes and Events
(48:05) - Conclusion and Final Thoughts