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Reports for Accountants & Bookkeepers – QuickBooks Online

by Lauretta Finis

2 min read

QuickBooks Online has a wide variety of built-in reports to show your clients where their business stands. The Plus version has over 65 reports, once you start to customise these reports the number is limitless.

Your clients do not have access to the Accountant Reports Feature. You will see this when logged in through your QuickBooks Online Accountant on the right hand side of the Reports Page.

From within this screen where you see (Accountants Only) you know that these reports are only found in the Accountants version of QuickBooks Online – as in Adjusted Trial Balances (Accountants Only) below.

Customising has never been so easy in QuickBooks Online. Lets take a look how…

Select > General Ledger from the Accountants Report page click > Customise 

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In the Customise window:

Click > Change Columns this will take you to a smaller window which acts like a mini report writer. As you can see below highlighted on the left hand side are Tax Amount and Tax Code.

Click > Add this will add both of these to the right side column. From here you can remove column headings you do not want to see in your report. On the right hand side you will see small Change Order buttons – this will move the order of the columns up and down as you would like them to be seen in your report.

Once you have this correct click > OK

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This takes you back to your original Customise Window click > Run Report. The report will now have columns with Tax Amount and Tax Code…

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A great feature for your practice to utilise is Management Reports. This allows you to easily customise a professional package of reports for your clients. They come complete with a cover page, table of contents, preliminary pages, reports and end notes as well as other custom features. For a step by step guide on this process see here.

Reporting on QuickBooks Online Mobile Apps

Did you know you can run a Profit and Loss report from QuickBooks Online iPhone, iPad and Android apps?

QuickBooks Online mobile apps can be downloaded from: App Store or PlayStore.

The mobile apps are great for business owners on the road as you can raise quotes, invoices, capture receipts and also run Profit and Loss Reports.

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You can run a Profit and Loss (PnL) report from the left hand side navigation bar (similar to QuickBooks Online on the browser) by selecting on Profit & Loss.

1. Filter dates: choose the period you require or you can even have Custom dates
2. View Report: this will bring up a detailed report of your Profit & Loss

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Having access to the P&L report on the mobile app is great if you are out on the road and do not have access to your laptop. By checking your P & L report you can keep tabs on financial health of your business. Reporting on the go made Seriously Easy!

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.

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