651-905-3729 Microsoft Silver Learning Partner EC Counsel Reseller compTIA Authorized Partner

QuickBooks Online Level 2: Modern View Custom Reports

1 Day

Description

This course is for QuickBooks ONLINE users. It may not be appropriate for QuickBooks DESKTOP users.

Course Overview

Our QuickBooks Online Level 2: Modern view Custom Reports course focuses on advanced reporting capabilities, data analytics, and customization features within Intuit's cloud-based software. You will learn to create, customize, and analyze complex reports, develop custom reporting solutions, and leverage advanced reporting tools for better business insights.

Upcoming Classes

Virtual Classroom Live
October 22, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
November 19, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
December 17, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
January 21, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
February 18, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
March 18, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

Understanding Report Types and Categories

Standard Reports Overview
Custom Reports Overview
Management Reports Overview
Searching Reports and Favorites Grouping
Review - Understanding Report Types and Categories

Report Customization

Classic View in Reporting
Advantages of Switching to Modern View
Customizing the Modern View Columns
Customizing the Modern View Filters
Saving Custom Modern View Reports
Review - Report Customization

Advanced Customization of Modern View

Customizing General Options
Exporting Data from Modern View to Excel and CSV
Emailing and Scheduling Modern View Reports
Management Reports Modern View
Review - Advanced Customization of Modern View

App Integration and Analysis

Understanding Integrated Apps in QuickBooks Online
Using Excel to Chart Data from Modern View Reports
Using Google Sheets for Data Analysis from Modern View Reports
Review - App Integration and Analysis

Upcoming Classes

Virtual Classroom Live
October 22, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
November 19, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
December 17, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
January 21, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
February 18, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
March 18, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

QuickBooks Online Level 1: Fundamentals Track  for those lacking accounting knowledge, -OR- QuickBooks Online Level 1: Fast Track 
--OR-- Equivalent experience.
A familiarity with basic financial reporting concepts is also recommended.

Upcoming Classes

Virtual Classroom Live
October 22, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
November 19, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
December 17, 2025

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
January 21, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
February 18, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Virtual Classroom Live
March 18, 2026

$495.00
1 Day    9 AM CT - 3:45 PM CT
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date