Modern Reports in QuickBooks Online

13/08/2025 41 min Temporada 5
Modern Reports in QuickBooks Online

Listen "Modern Reports in QuickBooks Online"

Episode Synopsis


Reports are the backbone of an Accounting Pro and they have been getting an overhaul in QB Online. Rachel and Dan will be chatting about what's changing, and how to best navigate these changes while still supporting your clients during this transition.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Register for the Live sessions at: https://snip.ly/WSW Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle 
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!"
00:00 Introduction and Greetings00:28 The Importance of Modern Reports00:54 Intuit Login Security Concerns02:10 Hacking Vulnerabilities in QuickBooks02:54 Real-Life Security Breaches07:47 Multifactor Authentication Explained18:42 Passkey: The New Security Feature20:29 Multi-Factor Authentication Insights23:39 The Importance of Unique Passwords24:33 Introduction to Modern View Reports26:27 Challenges with Classic Reports28:43 Advantages of Modern Reports30:50 Customization and Export Options37:59 Feedback and Future Updates38:58 Conclusion and Upcoming Topics