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FINANCIAL REPORTING

See where you are and plan where you’re going

Name: QuickBooks Online
Brand: QuickBooks
Rating: 4.7 (128800 reviews)

With real-time financial reports in QuickBooks, you can get a clear view of your business—today and further down the road.

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The QuickBooks Advanced Report dashboard showing Performance Centre with Accounts Receivable, Accounts Payable, Revenue by Time, Quick ratio by time, and expenses.

The big picture, in focus

Stay on top of the numbers with our straightforward reporting tools.

Get a comprehensive view of your finances

See the big picture of how your business is doing with financial reports like income and cash flow statements, balance sheet summaries, and more.

Access real-time business insights

Customize your dashboard to show the snapshots and reports that matter most to you.

Plan for what’s next

With the right information at the right time, you can make better business decisions now and better prepare for tomorrow.

Track and share how your business is doing

QuickBooks makes it easy to monitor and share how your business is performing.

Customize and share professional reports

Customize and share professional summaries of financial reports like income statements, balance sheets, cash flow, profit and loss, and more.

Measure your performance

Access the performance center, custom report builder, and custom reporting fields with a QuickBooks Advanced subscription.

Know who owes you

Review open invoices, customer balances, and past due amounts with accounting reports like Customer Balance or Accounts Receivable Aging summaries.

Your business performance, at a glance

Access all of these reports to clearly see how your business is doing.

Profit & Loss Statement
Cash Flow Statement
Income Statement
Balance Sheet Summary
Sales Tax Report
Accounts Receivable Report
Invoicing Report
Payroll Summary Report

A profit and loss report in QuickBooks Online

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Frequently asked questions

Why is reporting important to my business?

What kinds of reports do I have access to in QuickBooks?

What is a financial report?

A financial report is a summary of a business’s financial activity over a set period—usually monthly, quarterly, or annually. It includes key statements like the income statement, balance sheet, and cash flow statement, giving a clear picture of revenue, expenses, assets, and liabilities. These reports help track performance, support decision-making, and meet tax or regulatory requirements.

QuickBooks makes reporting easier by offering built-in, customizable reports that update in real time. You can quickly generate profit and loss statements, balance sheets, and cash flow summaries, then share them with your team or accountant in just a few clicks.

What is a financial statement?

Can my accountant access my reports?

More ways to learn about financial reporting

Find more of what you need with these tools, resources, and solutions.

Visit the blog

An over the shoulder view of a man working on his tablet.

ARTICLE

A guide to financial statements with template

Handling your small business finances requires more than just knowing what’s in your bank account. In this article you can download free financial statement templates that will give you a deeper understanding of your business’ finances.

The hands of two workers looking at reports on a large tablet.

ARTICLE

Why is financial reporting important?

In this article, discover why financial statements are important and what financial reporting should mean to you as a small business owner.

A man works on his laptop inside his workshop.

ARTICLE

How to build financial projections for your startup

Payroll periods with a lower frequency help save time and money on payroll processing costs. Learn about the steps you need to take to successfully make the switch.

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