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QuickBooks Online Level 2: Modern View Custom Reports

$495 | 1-Day Course

Unlock deeper insights by mastering advanced reporting using QuickBooks Online modern reporting interface.

Course Overview

The QuickBooks Online Level 2: Modern View Custom Reports course provides advanced instruction in building, customizing, and analyzing detailed reports using QuickBooks Online’s latest Modern View interface.

The class will cover the following topics:
  • Understanding standard, custom, and management report types in QBO
  • Using Modern View to filter, sort, and format financial reports
  • Saving, emailing, and scheduling custom reports
  • Customizing reports using columns, filters, and general options
  • Exporting reports to Excel and CSV for deeper analysis
  • Using Excel and Google Sheets to visualize Modern View data
  • Integrating third-party apps to extend reporting capabilities
  • Best practices for management reporting and insights

This course is ideal for experienced QuickBooks Online users who want to gain deeper insights and automate financial analysis through powerful reporting tools and integrations.

Quickbooks Training

TARGETED FOR: Accountants | Bookkeepers | Business Owners

Learn from Professional Instructors and move forward in your field with industry-aligned Quickbooks training.

+ Full Course Details
Overview
  • This course focuses on QuickBooks Online’s advanced reporting tools, especially those in the Modern View interface.
  • Students will learn to create, customize, schedule, and export financial and management reports.
  • The course also covers integration with Excel, Google Sheets, and third-party reporting apps.
Objective
  • Teach students to understand and apply different report types in QBO
  • Enable users to build and customize reports using Modern View tools
  • Train participants to export and analyze reports using Excel or Google Sheets
Target Student
  • QuickBooks Online users seeking to improve their reporting and data analysis skills
  • Accountants, bookkeepers, and financial professionals working with business reports
  • Small business managers and consultants needing actionable insights from QBO
Audience Profile
  • Professionals responsible for producing or reviewing business reports
  • Organizations looking to automate and enhance their reporting processes
  • Users of QuickBooks Online Modern View who want to maximize their reporting efficiency
+ Course Delivery Format
Virtual Instructor-Led

All of our Public Classes are taught by a virtual live instructor. How it works is a live instructor conducts the class from a remote location regardless if you attend at one of the local training centers or if you attend remotely.

For of Private Group Training classes we can arrange to have the instructor conduct the class live at your location. Need Group Training?

+ What's Included

  • Professional Instructor Delivery - You will learn with our expert trainers with over 15 years of experience.
  • Free Course Materials - You will receive free reference materials for your class.
  • Small Class Sizes - Our classes are limited to 12 students, so you have plently of opportunity to ask questions and get feedback from the instructor.
  • Free Repeat - If you need a refresher your are able to retake the class free of charge within one year of your original class date.
  • Hands-On Training - Our classes are designed for you work hands on during the session so can stay engaged and really learn the material.
  • Certificate of Completion - Each student will receive a certificate of completion after completing the course.

+ Course Outline
  • Understanding Report Types and Categories
    • Standard Reports Overview
    • Custom Reports Overview
    • Management Reports Overview
    • Searching Reports and Favorites Grouping
    • Review – Understanding Report Types and Categories
  • Report Customization
    • Classic View in Reporting
    • Advantages of Switching to Modern View
    • Customizing the Modern View Columns
    • Customizing the Modern View Filters
    • Saving Custom Modern View Reports
    • Review – Report Customization
  • Advanced Customization of Modern View
    • Customizing General Options
    • Exporting Data from Modern View to Excel and CSV
    • Emailing and Scheduling Modern View Reports
    • Management Reports Modern View
    • Review – Advanced Customization of Modern View
  • App Integration and Analysis
    • Understanding Integrated Apps in QuickBooks Online
    • Using Excel to Chart Data from Modern View Reports
    • Using Google Sheets for Data Analysis from Modern View Reports
    • Review – App Integration and Analysis
+ Prerequisites

Prerequisites

  • Completion of QuickBooks Online Level 1: Fundamentals Track or Fast Track —OR— equivalent experience
  • Familiarity with financial reporting concepts and QuickBooks Online interface

+ Related Courses

Related Quickbooks Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
QuickBooks Desktop Introduction2 $695
QuickBooks Desktop Beyond the Basics2$695
QuickBooks Online Level 1: Fundamentals Track3$995
QuickBooks Online Level 1: Fast Track2$695
QuickBooks Online Projects & Job Costing1$495

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Quickbooks tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Quickbooks On-Demand Courses

Course Title (Click For Details) Course Fee
QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced)$495
QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)$595

We have earned the trust of 15,481 customers, including these fine organizations:

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Course Benefits

Certified Instructor Delivery

Learn with experienced professionally certified trainers that are subject matter experts.

Free Repeat

You have the option to retake this class one time within a year of your original class date.

Hands-On Training

Our courses are all designed for the students to have hands-on interaction throughout the course.

Local and Remote Options

Learn a local training center, or as a Remote Attendee from your home or office.

Offical Training Materials/Labs

We use Official Training Materials and Labs when available to ensure you have the most up to date training.

Convenient Scheduling

You are busy, we get it. Our classes are regularly scheduled to give you a number of convenience training options.

Financing Available

We offer affordable financing options for all of our courses to make sure cost is not a barrier to your progress.

Group Training Options

Have a team to train? We offer On-Site, Blended and Online Private Group Training services.

Boost Your Career

Getting professional training is one of the fastest ways to improve your skills and marketability.

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Course Registration

Benefits of Virtual Live-Instructor Training Include:

  • Learn from Experts in Real Time
  • Hands-On Skill Development
  • Train Anywhere, Anytime
  • Boost Your Career Prospects
  • Conveniently Scheduled Sessions
Get a Free Consultation

QuickBooks Online Level 2: Modern View Custom Reports

SAVE 10% FOR A LIMITED TIME

$495 / 1 Day Course



  • Professional Instructors
  • Official Course Materials
  • Small Class Sizes
  • Free Repeat

Course Schedule

Course Title Dates Times Location Fee
QuickBooks Online Level 2: Modern View Custom Reports 10/22/2025 10:00AM-4:45PM EST Local/Remote $495.00
AMA2034 Innovation and Design Thinking Certificate Program 11/17/2025 – 11/18/2025 9:00am-5:00pm EST Remote Only $2,995.00
QuickBooks Online Level 2: Modern View Custom Reports 11/19/2025 10:00AM-4:45PM EST Local/Remote $495.00
QuickBooks Online Level 2: Modern View Custom Reports 12/17/2025 10:00AM-4:45PM EST Local/Remote $495.00
QuickBooks Online Level 2: Modern View Custom Reports 1/21/2026 10:00AM-4:45PM EST Local/Remote $495.00
QuickBooks Online Level 2: Modern View Custom Reports 2/18/2026 10:00AM-4:45PM EST Local/Remote $495.00

Related Quickbooks Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
QuickBooks Desktop Introduction2 $695
QuickBooks Desktop Beyond the Basics2$695
QuickBooks Online Level 1: Fundamentals Track3$995
QuickBooks Online Level 1: Fast Track2$695
QuickBooks Online Projects & Job Costing1$495

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Quickbooks tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Quickbooks On-Demand Courses

Course Title (Click For Details) Course Fee
QuickBooks Online On-Demand: Comprehensive (QuickStart & Advanced)$495
QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)$595
NEED GROUP TRAINING?

We Offer Live-Instructor Private Group Training

Benefits of Group Training Include:

  • Experienced Professional Instructor Trains Your Team
  • Content Focused On Your Team’s Needs
  • Convenient Scheduling and Class Setup
  • Significant Per/Student Cost Savings
  • Online, On-Site and Blended Options Available

Learn How Group Training Can Benefit Your Team

Request A Free Quote

Quickbooks Certifications Available

Quickbooks certifications are a powerful way to validate your Quickbooks skills, and gain recognition as a trusted expert in the field. Whether you're an individual looking to boost your career or an organization investing in team development, our courses are designed to help you earn these industry-recognized credentials.

» View All Quickbooks Certifications

Let us help you or your team get certified and stay competitive.

CompTIA A+ (Core 1 & Core 2) – V15

This certification equips students with the skills required to install, configure, secure, and troubleshoot today’s devices and operating systems in business environments.

Topics Include:

  • PC hardware installation & configuration
  • Wired/Wireless networking fundamentals & SOHO setup
  • Operating systems – Windows, macOS, Linux & mobile OS basics
  • Security best practices for endpoints & small networks
  • Virtualization & cloud computing concepts
  • Mobile devices, peripherals & printing
  • Troubleshooting methodology for hardware, OS, and networks
  • Operational procedures, safety, documentation & professionalism

This certification is ideal for individuals starting an IT career path or transitioning from another field into technical support and help desk roles.

learn more →
CompTIA A+ (Core 1 & Core 2) – V15

This certification equips students with the skills required to install, configure, secure, and troubleshoot today’s devices and operating systems in business environments.

Topics Include:

  • PC hardware installation & configuration
  • Wired/Wireless networking fundamentals & SOHO setup
  • Operating systems – Windows, macOS, Linux & mobile OS basics
  • Security best practices for endpoints & small networks
  • Virtualization & cloud computing concepts
  • Mobile devices, peripherals & printing
  • Troubleshooting methodology for hardware, OS, and networks
  • Operational procedures, safety, documentation & professionalism

This certification is ideal for individuals starting an IT career path or transitioning from another field into technical support and help desk roles.

learn more →
Autodesk Certified Professional (ACP) – AutoCAD

This certification is aimed at professionals who have advanced skills in AutoCAD and have experience working on more complex projects. It is typically recommended for those with around 400 hours of real-world experience.

Key areas covered:

  • Drawing objects, editing, and organizing objects
  • Advanced annotation techniques (hatch patterns, annotations)
  • Creating and managing reusable content (blocks, symbols)
  • Managing layouts and viewports
  • Output formats and publishing files
  • Working with external references (Xrefs) and data linking
  • Using AutoCAD’s productivity tools (parametric constraints, sheet sets)
learn more →
Autodesk Certified Expert (ACE) – AutoCAD (New)

Autodesk introduced an expert-level certification to cater to professionals who are highly skilled in AutoCAD and involved in more specialized, complex tasks like 3D modeling, parametric design, and custom workflows.

Key areas covered:

  • 3D modeling and design
  • Collaboration workflows with external data sets
  • Customizing AutoCAD using scripts and macros
  • Advanced rendering techniques
  • Interoperability with other Autodesk products

These certifications help individuals and professionals stand out in the job market by proving their expertise in AutoCAD to employers. Autodesk often updates its certification paths, so it’s always a good idea to check their official site or authorized training centers for the most current information.

learn more →

Flexible Quickbooks Training Formats

Choose the training experience that fits your schedule, learning style, and professional goals. We offer flexible options for individuals and teams—whether you prefer virtual live instruction, on-demand access, or private group training.

Virtual Instructor-Led

Attend scheduled classes taught by expert instructors in real time. You can join remotely or from one of 250+ training center locations—for engaging, skill-based instruction with real-time support.

Learn More →

On Demand Training

Access pre-recorded Quickbooks courses 24/7. Learn at your own pace with flexible, self-guided modules—ideal for busy professionals or those who prefer to study independently.

Learn More →

Private Group Training

Tailored Quickbooks training for your organization—delivered either online or onsite. Designed to meet your team’s specific needs and schedule. Perfect for teams needing consistent, tailored instruction.

>Learn More →

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Client Reviews

Here’s what professionals and teams across the country are saying about their experience with Business Computer Skills

★★★★★
Rating 5.0 / 5.0

This was the class I needed. The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don’t know about the rest of the students, but was very pleased with this experience.

Amanda T.,
Yale New Haven Hospital

★★★★★
5 / 5