QuickBooks Online Reports

 

QuickBooks Online has a
wide variety of built-in reports to show you where your business stands.

 

 

One-click reports like Profit & Loss, Balance Sheet, Company Snapshot, and more show you where your business stands. Easily share them with your accountant at tax time, or with business partners anytime. See a full list of the reports QuickBooks Online has to offer below.

Business Overview

 

These reports show different perspectives of how your business is doing.

See Business Overview Reports

 

Profit and Loss
Shows money you earned (income) and money you spent (expenses) so you can see how profitable you are. Also called an income statement.

Company Snapshot
Displays your income and expenses in year-over-year comparisons using pie charts and bar graphs.

Statement of Cash Flows
Shows cash generated by your business (operating activities), cash spent on your business (investments) and cash in or out from stock and dividends (financing).

Balance Sheet Summary
Summarizes what you own (assets), what your debts are (liabilities), and what you’ve invested in your company (equity).

Balance Sheet
Lists what you own (assets), what your debts are (liabilities), and what you’ve invested in your company (equity).

Profit and Loss Detail
Lists the individual transactions and totals for money you earned (income) and money you spent (expenses).

Scorecard
Compares your profitability, sales growth, and cash flow to other companies in your industry (peer group).

Audit Log
Shows everything that has happened in your company file so you always know who’s been in QuickBooks and what they’ve done.

Manage Accounts Receivable

 

These reports let you see who owes you money and how much they owe you so you can get paid.

See Manage Accounts Receivable Reports

 

Customer Balance Summary
Shows each customer’s total open balances.

Customer Balance Detail
Lists unpaid invoices for each customer, including invoice date and number, due date, total, and amount owed to you (open balance).

Collections Report
Shows overdue invoices grouped by customer. Includes the due date, days past due, and total for each customer.

Statement List
Lists statements you sent to customers during a selected time period, including the statement date.

A/R Aging Summary
Shows unpaid invoices for the current period and for the last 30, 60 and 90+ days so you can see how long they’ve been open (outstanding).

A/R Aging Detail
Lists all unpaid invoices, grouped by number of days past due. Includes due dates, customer names, amounts, and totals for each billing period.

Invoice List
Shows a chronological list of all your invoices for a selected date range.

Manage Accounts Payable

 

These reports show what you owe and when payments are due so you can take advantage of the time you have to pay bills but still make payments on time.

See all Manage Accounts Payable Reports

 

A/P Aging Summary
Shows unpaid bills for the current period and for the last 30, 60 and 90+ days so you can see how long they’ve been open (outstanding).

Bill Payment List
Shows all the bills you paid during a selected date range.

Unpaid Bills
Shows your unpaid bills, their due dates, and days past due so you can avoid late payments.

Vendor Balance Detail
Lists all the bills that make up the total amount you owe each vendor (balance).

A/P Aging Detail
Lists all your unpaid bills, grouped by when the bill was due (aging period). Includes due dates and amounts.

Vendor Balance Summary
Shows the total amount you owe each vendor.

Accountant Reports

 

These are reports accountants typically use to drill down into your business details and prepare your tax returns.

See Accountant Reports

 

Account Listing
Provides the name, type, and balance for each account listed in your Chart of Accounts.

Trial Balance
This report summarizes the debit and credit balances of each account on your chart of accounts during a period of time.

Profit and Loss
Shows money you earned (income) and money you spent (expenses) so you can see how profitable you are. Also called an income statement.

Transaction Detail by Account
This report lists transactions subtotaled by each account on your chart of accounts. It is like General Ledger without opening balances.

Recent Automatic Transactions
This report shows the automatic transactions most recently created within the last 4 days.

Statement of Cash Flows
Shows cash generated by your business (operating activities), cash spent on your business (investments) and cash in or out from stock and dividends (financing).

Transaction List by Date
This report lists all the transactions that occurred within a period of time. The report is useful if you need a straight chronological listing of all the transactions your company made.

Reconciliation Reports

 

Lists all reconciliations you’ve completed and provides links to the individual reconciliation reports.

See Reconciliation Reports


Journal

This report breaks down every transaction during a period of time into debits and credits and displays them chronologically. Transaction List by Date also lists transactions chronologically, but not as debits and credits.

Balance Sheet
Lists what you own (assets), what your debts are (liabilities), and what you’ve invested in your company (equity).

General Ledger
For each account in your chart of accounts, the report shows all the transactions that occurred in that account over a period of time. It includes the beginning balance and total for each account.

Transaction List with Splits
This report lists each transaction with its associated split lines.

Scorecard
Compares your profitability, sales growth, and cash flow to other companies in your industry (peer group).

Recent Transactions
This report shows the transactions most recently modified within the last 4 days.

Manage Products and Inventory

 

These reports will help you understand how much inventory you have and how much you are paying and making for each of your inventory items.

See Manage Products and Inventory Reports

 

Inventory Valuation Summary
Summarizes key information, such as quantity on hand, value, and average cost, for each inventory item.

Purchases by Product/Service Detail
Groups your purchases by the items in your Product/Service List.

Sales by Product/Service Detail
Lists sales for each item on your Product/Service List. Includes the date, transaction type, quantity, rate, amount, and total.

Inventory Valuation Detail
Lists the transactions that each inventory item is linked to and shows how the transactions affected quantity on hand, value, and cost.

Sales by Product/Service Summary
Summarizes sales for each item on your Product/Service List. Includes quantity, amount, % of sales, and average price.

Review Sales

 

These reports group and total sales in different ways to help analyze your sales to see how you’re doing and where you make your money.

See Review Sales Reports

 

Sales by Customer Summary
Shows total sales for each customer so you can see which ones generate the most revenue for you.

Sales by Product/Service Summary
Summarizes sales for each item on your Product/Service List. Includes quantity, amount, % of sales, and average price.

Income by Customer Summary
Shows your income minus expenses (net income) for each customer.

Transaction List by Customer
Groups transactions by customer name, so you can see all activity related to each customer.

Estimates by Customer
Lists your estimates by customer, and indicates whether estimates were accepted and invoiced.

Unbilled Charges
Lists customer charges (transactions) that you have not yet invoiced.

Sales by Customer Detail
Lists the individual sales transactions for each customer, including dates, types, amounts, and totals.

Sales by Product/Service Detail
Lists sales for each item on your Product/Service List. Includes the date, transaction type, quantity, rate, amount, and total.

Customer Contact List
This report lists each customer’s phone number, email and billing address, and other contact information.

Time Activities by Customer Detail
Lists the products/services (time activities) your employees provided to each customer.

Unbilled Time
Lists products/services (time activities) provided by your employees that have not yet been billed.

Deposit Detail
Provides detailed information about your deposits, including date, client or vendor, and amount.

Review Expenses and Purchases

 

These reports total your expenses and purchases and group them in different ways to help you understand what you spend.

See Review Expenses and Purchases Reports

 

Expenses by Vendor Summary
This report shows your total expenses for each vendor.

Vendor Contact List
Lists each vendor’s name, company, phone number, email, mailing address, and account number.

Purchases by Vendor Detail
Shows your individual purchases and totals for each vendor.

Check Detail
Provides detailed information about each check you’ve written, including date, payee, and amount.

Transaction List by Vendor
Lists all transactions by vendor, so you can view your business activities with a specific vendor.

Open Purchase Order List
Lists your open purchase orders, grouped by vendor. Includes the original amount of each P.O.

Purchases by Product/Service Detail
Groups your purchases by the items in your Product/Service List.

Manage Sales Tax

 

These reports help you manage the sales taxes you collect and then pay the tax agencies.

See Manage Sales Tax Reports

 

Taxable Sales Summary
Summarizes sales for items marked "taxable" in your Product/Service List.

Sales Tax Liability Report
Shows the sales tax you’ve collected and what you currently owe to tax agencies (your sales tax liability).

Taxable Sales Detail
Lists sales for items marked "taxable" in your Product/Service List. Includes the date, transaction type, customer, quantity, rate, amount, and balance.

Manage Employees

 

These reports help you manage employee activities and payroll.

See Manage Employees Reports

 

Time Activities by Employee Detail
Lists the products/services (time activities) provided by each employee, including hourly rate and duration.

Recent/Edited Time Activities
Lists the 25 products/services (time activities) most recently entered or edited so you can see your employees’ latest activities.