EmilyMockett
Level 7

Growing your business

Hi Bill,

 

For clients that love reports I always suggest using the 'Classes' and 'Locations' tracker on QuickBooks Online as it allows you to pull off great reports. The classes function is especially useful as you can track income and expenses on a line by line basis. 

 

You can customise reports which you can take a look on how to do here: 

 

I hope this helps a little. Without seeing how your QuickBooks profile it is hard for me to get into specifics! 

 

Kind Regards,

Emily