Future Forward: Beyond the Basics: Leveling Up Your QuickBooks Online Reporting & Analytics
Speaker: Angela Meharg (Founder & CEO of Datisfy)
Sponsor: Finatical Software
Topic: Beyond the Basics: Leveling Up Your QuickBooks Online Reporting & Analytics
QuickBooks Online offers a robust set of in-app reports—but for many growing businesses, they only scratch the surface. In this fast-paced, insight-rich session, five-time Top 100 ProAdvisor Angela Meharg, Founder & CEO of Datisfy Inc., will guide you through the reporting journey every accounting professional and advisor faces: from maximizing what’s already built into QBO, to recognizing when it’s time to extend beyond it.
You’ll discover how to interpret and customize QBO’s most important native reports, what their true limitations are, and how to overcome those barriers using advanced tools and automation. Angela will feature Flash Reporting by Finatical Software—a modern solution for creating custom and/or consolidated financials quickly—and will also explore real-world examples where additional solutions are needed.
This session will help you clarify your options, improve efficiency, and strengthen your reputation as a data-savvy advisor who delivers actionable insight—not just numbers.
Learning Objectives:
By the end of this session, attendees will be able to:
- Identify the most valuable built-in reports in QuickBooks Online and understand how to customize them for management insight.
- Recognize the limitations of QBO’s native reporting features and determine when to move to external reporting tools.
- Evaluate how tools like Flash Reporting and Singe Payables can expand reporting capabilities—especially for consolidated financials and payment analysis.
Cost: Free
CPE Credits: 1
Subject Area: Business Management & Organization
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
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