This one-day course is designed for business professionals who primarily use QuickBooks Online in Business View mode to understand financial health rather than enter transactions. The class focuses on navigating dashboards, interpreting reports, and extracting insights that support sound business decisions. Learners will explore key performance indicators, customize their interface, and learn to collaborate effectively with their accountants or bookkeepers.
This course is intended for small business owners, department managers, or support staff who regularly log in to QBO to check on income, expenses, profitability, and trends - but who do not enter daily transactions themselves. It's also ideal for executives and team leads who want to speak confidently about the financials with their accountant or advisor.
Switching between Business View and Accountant View
Overview of the Home Dashboard: What you see and why it matters
Navigating the Home Dashboard with confidence: Tasks, Shortcuts and Customizing Layouts
Navigating the Planner: Become a cash flow pro
Using the Dashboard to Monitor Financial Health
Reading the Income & Expense cards
Visualizing Profit and Loss
Understanding Cash Flow projections
Adding and Removing Widgets from the Layout to Monitor Additional Reports
Accessing and Customizing Key Reports
Running essential reports: P&L, Balance Sheet, Expense Summary, Sales Overview
Filtering by date, customer, or category
Saving customized views for reuse
Exporting and sharing reports with stakeholders
Tracking Trends and Performance Metrics
Identifying financial patterns using dashboards and reports
Using comparison tools: this month vs last month, year-to-date, etc.
Introduction to tags for custom tracking
Collaborating with Your Accountant or Team
Adding users with proper roles and permissions
Leaving notes inside QBO
Aligning dashboard data with business goals
Setting up watchlists for key metrics
Creating a "check-in" report package to review weekly or monthly
Understanding what the numbers mean (without needing to know debits and credits)
Summary of key takeaways (move to end of Wrap-up)
Best Practices for the Business View in QBO
Best practices for reviewing vs editing
Where to go for help and continued learning
Optional overview: apps and add-ons that extend QBO
Scheduling report emails and summaries
No prior experience with QuickBooks is required. Basic familiarity with web browsers and business terms like "profit" and "expenses" is helpful.
