QuickBooks Reporting Tutorial 2025 - with the NEW modern view

For a free 30 day trial and 30% off for 12-months, go to: https://www.financialtechlab.com/QBO New User Interface Changes in QBO + Tutorial for 2025: https://youtu.be/y0oz_we6ewc QuickBooks Online reports are powerful when used correctly, and this walkthrough makes the core reports easy to understand. This video breaks down the best QBO reports to review—profit and loss, balance sheet, AR aging, AP aging, customer reports, and more. Learn how to adjust reporting periods, switch between classic and modern layouts, compare periods, save custom reports, and navigate the new QBO interface so reporting becomes simple and fast. Jump to: 0:00 - Key reports every business should use 1:30 - New QBO Interface 2:15 - Finding reports in QuickBooks Online 3:03 - Setting up the Profit & Loss report 6:05 - Using P&L by Month to identify trends 7:54 - Filter Options for Viewing P&L 8:51 - Comparing P&Ls 9:49 - Classic view vs Modern reporting view 10:48 - Saving a custom Profit & Loss report 11:41 - Balance Sheet review and comparisons 13:11 - Accounts Receivable and Accounts Payable Aging 14:22 - Reporting Options Overview 16:29 - Financial Planning tools overview 17:04 - Wrap up and key takeaways Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.