Over 4.5 million customers use QuickBooks.
Sign up for a free trial!
2016-08-22 00:00:00Product UpdatesEnglishWe take you through a step-by-step guide on how to get the most out of the new QuickBooks Online Reports.https://quickbooks.intuit.com/au/resources/au_qrc/uploads/2017/01/MAIN_IMG.jpghttps://quickbooks.intuit.com/au/resources/product-updates/access-improved-quickbooks-online-reports/Access the improved QuickBooks Online reports

Access the improved QuickBooks Online reports

1 min read

We take you through a step-by-step guide on how to get the most out of the new QuickBooks Online Reports.

Click ‘Reports’ in the left navbar, followed by the name of a report (like Profit & Loss).

Note: If your screen doesn’t look like the screenshot below, click the gear icon > QuickBooks Labs and turn on Redesigned Reports.

Explore the improvements


1. Change common options at the top of the page. When you’re done, hide options to make more room for the report.

2. Change other report options by clicking Customise. This includes the report period, accounting method, number format, rows/columns customisation, filters, and header/footer customisation.


3. Quickly expand/collapse sub-itemson the report.

4. Add notes to make your report more meaningful. For example, you can add additional commentary about business performance to a Profit & Loss report.

5. Click Edit header to show a logoand change the report title and subtitle. You can also click right on the title.

6. Print, email or save report as PDF. When you email or schedule a report, it is automatically attached as a PDF. You can rename the PDF before sending it. PDFs are helpful for viewing and sharing really wide reports.

7. Freeze row header and first column. When you scroll through large reports, either horizontally or vertically, the header and left column stays in view for convenient reference!

8. Improved printing. Changes include:

  • More professional looking reports.
  • Fit more data onto more printed reports with less truncation.
  • Preview the report before emailing and exporting.

9. New reports1. From the Reports main page, click All Reports, and then click a section like Business Overview. The most recently released new reports are tagged NEW, with more to come!


Note: Not all reports and customisation options are available in all versions of QuickBooks Online.

To read more articles related to product updates, visit here.

Rate This Article
Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

Help Your Business Thrive

Sign up for our newsletter

Thanks for signing up!

Check your inbox for a confirmation email.*

*Check your spam folder if you don’t see a confirmation email.

Related Articles

Enhanced Reporting Customisation

Recent improvements to the functionality and navigation in the report centre will…

Read more

Minister “humbled” by small business response to COVID-19

Senator Cash highlights importance of access to finance, reducing red tape and…

Read more

ProAdvisor Program - frequently asked questions

Program frequently asked questions Points frequently asked questions Grace Period frequently asked questions Benefits frequently…

Read more