Run business reports

Name: QuickBooks Online
Rating: 4.7 (750 reviews)
Author: QuickBooks

Always know where your business stands.

See plans & pricing

Run business reports to know where your business stands

See the big picture at a glance

Monitor cash flow and business performance with straightforward reporting tools.

Business reporting made easy

Clear financial reporting leads to better business decisions. Get real-time small business insights with financial statements—like income statements and balance sheets—on your QuickBooks dashboard. Or track what’s coming in and what’s going out with a cash flow statement. Every business is different. Tailor your reports to see the info that matters most to you.

Set yourself up for success

Prepare for the future. Create a spending roadmap to ensure you reach all your business goals. Track current trends to make informed business decisions. And give investors the financial info they need to approve you for a loan.

Run an expense report to review spending trends

Customize professional reports

Create and share a professional summary of your finances and small business data with business partners. Tailor your reports to the info that matters most, and keep your accountant in the loop with email updates.

Get custom business reporting features in QuickBooks

Know who owes you

Keep tabs on your open invoices, customer balances, and past due amounts with accounting reports like the Customer Balance Summary or Accounts Receivable Aging Summary.

Run reports to easily see who owes you money

Work with a bookkeeper

With QuickBooks Live Bookkeeping, you get to work with a dedicated virtual expert who handles your books. They prepare and deliver custom reports according to your unique business needs.

Work with a bookkeeper

With QuickBooks Live Bookkeeping, you get to work with a dedicated virtual expert who handles your books. They prepare and deliver custom reports according to your unique business needs.

Track your top money makers

Unlock key insights about your business with the revenue stream dashboard. Create custom reports and view sales trends, so you can do more of what’s working and less of what’s not.

Available only in QuickBooks Online Advanced.

Plan, save, and bank—all in one place

Open a QuickBooks Cash account for business banking right inside QuickBooks.*QuickBooks Cash account: Banking services provided by and the QuickBooks Visa^® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A. Inc. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. Registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Account funds are FDIC-insured up to the allowable limits upon verification of Cardholder’s identity. Visa is a registered trademark of Visa International Service Association. Green Dot is a registered trademark of Green Dot Corporation. ©2020 Green Dot Corporation. All rights reserved. QuickBooks products and services, including Instant Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided by Green Dot Bank.
Get paid online or in-person—deposited instantly at no extra cost, if eligible.*Free Instant Deposit: Includes use of Instant Deposit without the additional cost. Instant deposit is an additional service offered by QuickBooks Payments subject to eligibility criteria. Standard rates apply for ACH, swiped, invoiced, and keyed card transactions. Deposits are sent to the bank account linked to your QuickBooks Debit Card or another eligible debit card in up to 30 minutes. Deposit times may vary for third party delays.
Earn 1% APY interest, and save for goals and expenses with digital Envelopes.*Annual percentage yield: The annual percentage yield (“APY”) is accurate as of 9/28/20 and may change at our discretion at any time. The APY is applied to deposit balances within your primary QuickBooks Cash account and each individual Envelope. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions.
Envelopes: You can create up to 10 Envelopes. Money in Envelopes must be moved to the available balance in your primary deposit account before it can be used. Envelopes earn interest as well. Each Envelope will automatically earn interest once created, which will be separately tracked from the primary account and any other Envelope. The interest will be applied to deposit balances in each individual Envelope at the end of your Billing Cycle. See Deposit Account Agreement for terms and conditions.
QuickBooks Payments and QuickBooks Cash accounts: Users must apply for both QuickBooks Payments and QuickBooks Cash accounts. QuickBooks Payments’ Merchant Agreement and QuickBooks Cash account’s Deposit Account Agreement apply.
Forecast cash flow 30 and 90 days out to plan ahead and stay ahead.

Smart reporting powered by Fathom**

Only available in QuickBooks Online Advanced

Only available in Quickbooks Online Advanced

Make better business decisions

A strategic and well-informed business owner is behind every successful venture. Analyze your profitability, cash flow, and other key performance indicators (KPIs) with new tools, dashboards, and metrics. Spot problem areas quickly with monthly KPI tracking and use insights to make informed decisions.

Know your business

Track business performance with smart, customizable, visual reporting that is easy to understand. Know your business from top to bottom with business intelligence tools worth $468 per year.**

Be presentation ready

Show investors and stakeholders what you’re made of. Deliver clean, visual reports that include advanced analytics and useful insights in just a few minutes.

Create custom tags and reports

Create custom tags and reports**

Get deeper insights into how your business is doing.

Track money your way

Tags are customizable labels that allow you to track money-in and money-out transactions. Create custom tags based on what’s important to your business.

Get custom insights and reports

See where you’re making and spending money with a Profit & Loss report based on custom tags. Tag reports help you understand how business is doing at-a-glance and uncover ways to be more profitable.

Easily track transactions

Easily track and search for transactions based on the tags you created. Save time and quickly find what you’re looking for when you search by tag.

Offer terms*

QuickBooks discounts: Discount applied to the monthly price for QuickBooks Online (“QBO”) and/or QuickBooks Online Payroll Core, Premium, or Elite (“Payroll”) is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly list price. Your account will automatically be charged on a [monthly/annual] basis until you cancel. Each employee is an additional $4/month for Core, $8/month for Premium, and $10/month for Elite. Contractor payments via direct deposit are $4/month for Core, $8/month for Premium, and $10/month for Elite. Service optimized for up to 50 employees or contractors and capped at 150. The service includes 1 state filing. If you file taxes in more than one state, each additional state is $12/month for only Core and Premium. There is no additional charge for additional state tax filings in Elite. The discounts do not apply to additional employees and state tax filing fees. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO and/or Payroll customer and sign up for the monthly plan using the “Buy Now” option. This offer can’t be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your QBO cancellation will become effective at the end of the monthly billing period. The Payroll subscription will terminate immediately upon cancellation.You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Cancellation policy: There’s no contract or commitment. You’re free to switch plans or cancel any time.

Features**

Smart Reporting powered by Fathom: Each active QuickBooks Online Advanced subscription includes one license of Smart Reporting powered by Fathom. To import your data into the tool, your QuickBooks Online Chart of Accounts can’t exceed 3,000 active or inactive accounts.

Batch invoices: QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time.

QuickBooks Online Advanced – Priority Circle: Membership in Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging Premium support is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.

HR services: HR support is provided by experts at Mammoth, Inc. See Mammoth’s privacy policy and Terms of Use. HR Support Center available only to QuickBooks Online Premium and Elite subscriptions. HR Advisor support only available in QuickBooks Online Payroll Elite. HR support is not available to accountants who are calling on behalf of their clients.

Product information**

Usage Limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Tracked Classes and Locations are not available in Simple Start and Essentials.

Availability: QuickBooks Online requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks plan.

The QuickBooks Essentials features and capabilities are subject to change and the product may be discontinued or subject to a price change after initial subscription periods have ended. The product may include undocumented features.

Mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

Claims#

1. QuickBooks Online Advanced – Batch Invoicing and Create Invoices 37% Faster claim: Based off of tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow. QuickBooks Online Advanced supports the upload of 1,000 transaction lines for invoices at one time. Number of invoices imported depends on the number of transaction lines in the .CSV file. Customers received remuneration for participating in the tests.

2. Tax penalty protection: Only QuickBooks Online Payroll Elite users are eligible to receive the tax penalty protection. If you receive a tax notice and send it to us within 15-days of the tax notice we will cover the payroll tax penalty, up to $25,000. Additional conditions and restrictions apply. Learn more about Tax Penalty Protection.

Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Run business reports

Business reporting made easy

Set yourself up for success

Customize professional reports

Know who owes you

Work with a bookkeeper

Work with a bookkeeper

Track your top money makers

Reduce errors and improve efficiency with automated workflows

Smart reporting powered by Fathom**

Make better business decisions

Know your business

Be presentation ready

Track money your way

Get custom insights and reports

Easily track transactions