An Accountants Guide to Quick Books Online: Reporting, Dashboards and Analytics

Are you using QuickBooks Online reports to inform decisions, or just to check a box at month-end?

This course shows you how to turn reporting into a strategic tool by differentiating between Standard, Custom, and Management Reports, and knowing when to use the “For My Accountant” reports. You’ll learn how to fully customize reports, save them for reuse, and extend your capabilities with Spreadsheet Sync for live Excel integration. The course also guides you in building a Performance Centre dashboard tailored to a Canadian client, and evaluating advanced tools like Fathom and Syft to elevate your reporting and analytics.