About this episode
Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports. Sponsors Zoho Expense - https://uqb.promo/zohoexpense Ignition - https://uqb.promo/ignition Coefficient - https://uqb.promo/coefficient Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com Links/Apps Mentioned in this episode: Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/ Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r Hector's App - RightTool www.righttool.app Alicia’s 1099 class: http://royl.ws/QBO1099 Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast Intuit Connect Conference www.quickbooksconnect.com Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95 Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:19) - Exploring Custom Report Builder Templates (05:22) - Visualizing Reports with Chart View (10:22) - Advanced Filtering and Boolean Logic (18:21) - Grouping and Subgrouping Data (22:20) - Leveraging More Columns for Detailed Insights (28:21) - Pivot Tables and Summary Reports (30:01) - Benefits of Pivot Tables (34:33) - General Options and Formatting (41:37) - Exporting and Sharing Reports (45:19) - Upcoming Classes and Events (48:05) - Conclusion and Final Thoughts