QuickBooks makes it easy to create accurate ﬁnancial reports and organise your data.
Get a better picture of your business
See how your business is doing
Get a 360° view of your sales, by customer, product, project, or location.
Create custom reports
Access up-to-date reports, including balance sheets, cash flow, and profit and loss statements.
Keep track of overdue invoices
See all outstanding invoices in seconds to understand who’s paid, and who hasn’t.
What can be reported
Create profit and loss statements
The profit and loss statement is an essential tool for a business owner. Create a statement in a couple of clicks to help you make informed decisions. With QuickBooks’ easy to use profit and loss template, you can get an accurate statement in a couple of clicks.
Custom balance sheets
QuickBooks makes it easy to identify trends in your business. The balance sheet shows the numbers you need to manage your business during changing conditions.
See how your business is doing in real-time. Use QuickBooks charts and graphs to compare year-over-year income and expenses.
Business reporting made easy
Clear financial accounting reporting leads to better business decisions. Get real-time small business insights with financial statements—like income statements, profit and loss statements, cash flow statements and balance sheets—on your QuickBooks dashboard. Or track what’s coming in and what’s going out with a cash flow statement. Every business is different. Tailor your reports to see the info that matters most to you.
Set yourself up for success
Prepare for the future. Create a spending roadmap to ensure you reach all your business goals. Track current trends to make informed business decisions. And give investors the financial info they need to approve you for a loan.
Customise professional reports
Create and share a professional summary of your finances and small business data with business partners. Tailor your business reports to the information that matters most and keep your accountant in the loop with email updates.
Stay on top of unpaid invoices
Keep tabs on your open invoices, customer balances, and past due amounts with accounting reports like the Customer Balance Summary or Accounts Receivable Aging Summary.
Work with a bookkeeper
Easily collaborate with your accountant who can access your reports online. They prepare and deliver custom reports according to your unique business needs.
Track your top earners
Unlock key insights about your business with the revenue stream dashboard. Create custom reports and view sales trends, so you can do more of what’s working and less of what’s not.
Available only in QuickBooks Online Advanced.