This course is a practical, end-to-end tour of the reporting engine inside QuickBooks Online 2026. Working entirely within the free QuickBooks Online test drive sample company file, you'll generate, customize, and interpret each of the major report categories that bookkeepers, accountants, and business owners rely on day-to-day — and you'll see how each report connects back to the balance sheet, the income statement, and the statement of cash flows.
The course is built around three things QuickBooks reports have to do well: tell you what's going on inside the business, give you the subsidiary detail you need to actually take action (call a customer, pay a vendor, file a 1099), and tie back cleanly to your formal financial statements. For each report, you'll see how to open it from the Reports center, why it exists, when you'd reach for it instead of a similar-looking report, how to customize the date range and columns, and how to drill down to the underlying transactions when something looks off.
You'll start with the receivables side — building the accounts receivable aging report and seeing how it relates to the customer balance summary, customer balance detail, and the open invoices inside the customer hub. From there, the course moves through the equivalent reports on the payables side, then into sales reporting (sales by customer, income by customer, sales by product and service), expense and vendor reporting, 1099 reports for contractor tax filings, inventory reports, payroll and employee reports, and the bundle of reports your accountant needs at year end including bank reconciliation reports.
The middle of the course covers the foundational accounting reports that sit underneath everything else — the transaction list by date, the journal report, and the trial balance — and walks through how each one is structured, what level of detail it provides, and how it reconciles to the balance sheet and income statement. You'll also build budget reports, including how to set up a budget in QuickBooks and produce budget vs. actual comparisons. The course closes its reporting section with the statement of cash flows, the third major financial statement, and explains why it tends to get less attention than the balance sheet and income statement.
The final section moves into Excel. For each of the four most graph-friendly reports — accounts receivable, accounts payable, sales by customer, and sales by product and service — you'll generate the report inside QuickBooks, export the data to Excel, clean it up, and build clear, presentation-ready graphs. You'll see how to consolidate multiple reports into a single year-end Excel workbook, how to use pasted-values copies and formula-driven totals so your graphs stay tied to your data, and how to format everything for printing or PDF export. By the end, you'll have a complete reporting workflow that runs from raw QuickBooks data through to a polished, graphed package suitable for sharing with management, clients, or your accountant.
The course is suitable for accounting and bookkeeping professionals, small business owners managing their own books, accounting students, and anyone preparing to support clients on QuickBooks Online.
This course includes:
