Business reporting

Always know where your business stands with QuickBooks.

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Business reporting

Always know where your business stands with QuickBooks.

Start my free trial

No credit card required

See the big picture at a glance.

Built-in accounting reports
Understand how your business is doing through your accounting dashboard, by running profit and loss reports, by reviewing your balance sheet, and more. With over 50 built-in accounting and business reports, QuickBooks makes it easy know where your business stands.

Keep an eye on money owed to you
Keep tabs on your open invoices, customer balances, and past due amounts. Easily run built-in accounting reports like the Customer Balance Summary to see each customer’s total open balances, or an A/R Aging Summary to see unpaid invoices.

Control your cash flow
Track the cash flowing into and out of your business so there are no surprises. QuickBooks generates a cash flow statement for you, making it easy to see exactly how much cash you have on-hand to pay your bills.

Slice and dice your accounting data any way you’d like.

One-click standard accounting reports
Not sure which accounting reports your investors or business partners want to see? No problem! There are over 50 pre-built reporting templates in QuickBooks. In just a few clicks you can access your balance sheet, cash flow statement, income statement, and over 50 other reports.

Create custom report templates
Every business is unique, which means accounting reports should be, too. When you find a pre-installed business report that is almost perfect but needs a few tweaks, it’s easy to save those changes as a new report template for next time.

Share business reports
Easily generate and share professional financial reports with your business partners, investors or colleagues. Schedule reports to be automatically generated and sent daily, weekly, or monthly.

Get a clear view of what’s ahead.

Plan for your future
We know you work hard to grow your business, and that’s why we make it easy to run the reports you need to make decisions for the future. Because QuickBooks can collect a range of data, you can run reports that give you insight into your whole business, including inventory, payroll, and more.

Get funding to grow
Provide investors with the financial reporting they need to approve you for a loan or invest in your business. Easily create reports that detail your current business trends to illustrate your business’s future potential.

Work better with your accountant
Create a unique login for your accountant so that she can access the business and accounting reports she needs to help you grow your business. You can even collaborate with your accountant inside QuickBooks by sharing requests and documents.

Smart reporting powered by Fathom*

Only available in Quickbooks Online Advanced

Make better business decisions
Analyze profitability, cash flow, and other KPIs with new tools, dashboards and metrics. Quickly spot problem areas with monthly KPI tracking and make better informed decisions for your business.

Get the full picture
Track business performance at a glance with smart, customizable, visual reporting that is easy to digest. Understand your business more holistically with usable business intelligence tools worth $468 per year.

Be presentation ready
Transform your Quickbooks data into dynamic report, advanced analytics, and deeper insights. Create professional looking reports in minutes that you can present to investors and stakeholders.


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Business Reporting in QuickBooks

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Find the QuickBooks plan that works for your small business.

Plans & pricing

Terms, conditions, pricing, special features, and service and support options subject to change without notice.

*Each active QuickBooks Online Advanced subscription includes one license of Smart Reporting powered by Fathom. To import your data into the tool, your QuickBooks Online Chart of Accounts can’t exceed 3,000 active or inactive accounts.

More than software. Learn how to grow your business.

Budgeting vs. Forecasting: What’s the Difference?
Budgeting and forecasting are two of the most important financial functions for a business of any size. Here’s a guide to help you understand how each can help your business.

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How to Read an Income Statement
If you’re just starting a business, standard financial reports, like Income Statements, Balance Sheets, and Cash Flow Statements can seem daunting. Learn how to read an income statement so you can see a picture of your profitability in any given period.
Read more

How to Prepare a Balance Sheet
A balance sheet is a picture of a company’s net worth at a given time. It reflects the company’s assets, liabilities and owner’s equity. Learn how to read the balance sheet.
Read more

Frequently Asked Questions