The modern reporting customizations received a few tweaks. Rachel and Dan will be discussing the changes and best practices for reports in QuickBooks Online.

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle 

Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!

00:00 Workshop Welcome and Tech Hiccups
01:20 Why Reports Matter in QuickBooks
03:17 Go To Report P&L by Month
05:45 Classic vs Modern Reports Debate
07:01 Accuracy Glitches and Trust Issues
09:54 Why Modern Reports Exist Large Data
13:58 Finding Reports by QBO Version
16:02 Canny Feedback Channel for Accountants
18:57 Modern Report Upgrades Dates and Persistence
21:08 Auto Refresh Reports
23:11 Simpler Customization Prompts
24:05 Handling Large Reports
27:45 Modern vs Classic View
31:16 Export to Excel Fixes
32:25 Calculated Fields Options
34:21 Scheduling Report Groups
36:19 Aging Reports Drilldowns
38:19 Wrap Up and Next Topic