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QuickBooks Online Reports in Excel! +FLASH REPORTS

28.2K views· 214 likes· 25:52· Jun 11, 2024

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14-day Trial to Flash Reports: https://finaticalsoftware.com/pricing/ Long Format FLASH REPORTS video: ETA - Late July 2024 Download sample excel I used: https://docs.google.com/spreadsheets/d/1rKX3gYwiEBnTmW1nOMkD4asFIhqp9ojG/edit?usp=sharing&ouid=103173860680213507168&rtpof=true&sd=true Timeline: 00:00 Intro: Built-In Tools vs. 3rd Party Tools 01:13 Exporting from QuickBooks Online to Excel 02:41 Example 1: Building P&L Projections Reports 07:05 Example 2: Comparing amounts from P&L vs. Balance Sheet 09:42 Issues with period changes 11:54 Installing Flash Reports (Excel Addon) 14:55 Building Reports from QBO Data 16:54 Comparing multiple odd periods 19:53 ADVANCED Example: Comparing Cash vs. Accrual P&L 25:04 Outro: Custom Reports to Create value My favorite FREE (and Low-cost) Courses for Accountants & Accounting fans: https://courses.cpaacademy.org/

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