QuickBooks Reporting Workshop

Description

This class is for business owners and entrepreneurs who want to get a better understanding of financial and analytical reporting in their business. In this class, you will learn how to run the standard financial reports (Profit & Loss and Balance Sheet) as well as customer/sales reporting.

Learning Objectives:

  1. Breaking out your income streams

○ Analyzing sales verticals

○ Analyzing customer trend

  1. How to read a Profit & Loss Statement

○ Using your report to strategize

  1. Reading the Balance Sheet
    ○Components of the Balance Sheet
  2. Financial Effects of Transactions

○ How income and expenses affect your Profit & Loss

○ How assets and liabilities affect your Balance Sheet

*For the purpose of this class, reporting will be simulated by using QuickBooks Online.

Instructor:

Monica Roca-Quesada

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