QuickBooks Online Tutorial - Customizing Reports

QuickBooks 30-day free trial + 30% off for 12 months:
quickbooks.intuit.com/partner...
I have a 2 hour extended version of this course, Deep Dive on Reports in my paid webinar series:
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: www.cpaacademy.org
Download slides: bit.ly/qbocustomreports2020
Check out ADP for Accountants: 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: Che...
44:18 Outro and about ADP (Webinar Sponsor)
Here are recommend these videos on the topic of reports:
-Report Customization Basics: • QuickBooks Online Tuto...
-Chart of Accounts Basics: • Chart of Accounts Basi...
-Edit Report Titles: • QuickBooks Online - Ed...
-QBO Advanced Custom fields example: • QuickBooks Online Cust...
-Class/Location Reports: • QuickBooks Online: Cla...
-Where is the cash? (reconciling P&L with BS vs. cash balances): • Net Income/Profits vs....
-Custom Check detail report (Source vs. Distribution): • QuickBooks Online: Che...
To setup a 30-day free trial of QuickBooks Online and then a 30% www.quickbooksoffer.com/?cid=i...

[@johnnyk5489]

Thanks for sharing

[@Brothoritah]

Hi there, I just found your channel, thanks for the great video, I didn't catch how to customize specific accounts on P&L rather than all of them lumped together?

[@user-km6kh9hi9y]

Thanks for the clear explanation.

[@HectorGarciaCPA]

You are welcome!

[@clientservices3444]

Hi Hector , it’s me Barbara. Thank for sharing your video.

[@HectorGarciaCPA]

Hi Barbara!

[@user-bb2vh4kl6f]

Hi sir, your video is very helpful.
I'm wondering if it is posible to add new column that is not on the option list?
For ex: I want to add "trading fee" "transportation fee" , but they are not on the option list

[@avtarkumar7631]

Wonderful video. Can i memorize a report of selective customers based on customer type? Online version only

[@HectorGarciaCPA]

Unfortunately no..

[@lucibee77]

Do you help install and set up quickbook on desktop ( MacBook) not online?

[@HectorGarciaCPA]

Yes

[@lucibee77]

Hector Garcia CPA
Do you training to set up organizing vendor expense ,too?
Do you have email, ?
My email [e-mail]

[@rawalpervaiz9723]

I need your Help. I am an Accountant and Using Quickbooks Online. Need your Help

[@HectorGarciaCPA]

What’s your question