Custom Mgmt Reports

Good day and thank you for posting here in the Community forum, Lulu_Top11.

I'm here to help and share some information about management reports in QuickBooks Online.

Three management reports are available for you to offer to your client:

• Company Overview: Contains Statement of Activity and Statement of Financial Position reports.
• Sales Performance: Contains Statement of Activity, A/R Aging Detail, and Sales by Customer Summary reports.
• Expenses Performance: Contains Statement of Activity, A/P Aging Detail, and Expenditures by Vendor Summary reports.

You can view, download, and edit any of these management reports and share it with your clients. For more information, you can check out this article: View and edit management reports in QuickBooks Online.

I've also included this link, so you know how to customize reports in QuickBooks Online.

Feel free to come back to this thread if you have additional questions about management reports. Take care and have a wonderful day!

I cannot find any information on how to use the company information feature in the end pages portion of the Management Reports.  When you click on the {:}, it says it can be used for company information but provides nothing to tell you how to do it.