Advanced Reporting in QBO: The New Modern Reporting Function Explored and Explained

QB

Originally broadcast on:

December 11, 2025

$99 / 6 mo

Please purchase this webinar to view.

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Webinar Info

In this deep dive session, join national trainer Hector Garcia, as we gently and thoroughly explore the “Modern Reporting” interface in QBO. By the end of the training you will be able to effectively use the modern reporting interface to create your own custom reports without frustration, fear or nausea!

During this session, attendees will learn to:

  • Effectively use the various pieces of the Modern Reporting interface including:
    • Display
    • Compare
    • Filter
    • General
    • Pivot
  • Master the many components of the Filtering feature
  • Effectively customize standard reports in QBO
  • Create your own custom reports from scratch that once saved, can be recalled with a click of a button
  • Receive the steps for building 4 hard to get custom reports most wanted by nonprofits

After purchase, this webinar will be available both on this page and under “My Account”.

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