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Intuit

Run reports in QuickBooks Online

Learn how to run basic reports in QuickBooks.

Financial reports give you a snapshot of your business. There are dozens of reports that tell you about different aspects of your business. Some focus on sales, others focus on your spending, and some look at parts of each. Here's an overview of how to run basic reports.

And if you want more details, you can customise reports to focus on specific accounts or filter for specific things.

Run basic financial reports

  1. Go to the Reports menu.
  2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
  3. Select the report to open it.

Note: If you change the dates or add filters to the report, select Run report to apply them.

Learn more about customising financial reports.

Run reports for specific accounts

You can also focus on a specific account instead of running reports for everything.

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Find the account.
  3. Select the Action ▼ dropdown and then Account history.
  4. Select Run report.

When you have a report open:

  1. Select the Printer icon.
  2. Adjust your print settings as needed.
  3. Select Print.

Format printed reports

You can adjust the layout of your reports before you print. In the Orientation dropdown, select Portrait or Landscape.

If you want to adjust the format even further, select the Smart page breaks checkbox. This is optional.

  • In the Insert row break after dropdown, select where you want to put page breaks. This lets you decide how information is grouped on each page.
  • In the Fit columns to dropdown, select how many columns you want to fit on each page.
  • Select the Display headers on all pages checkbox to put the same header on each page of the report.

If you are printing wide reports, select Landscape from the Orientation dropdown. If the columns still don't fit:

  • Resize columns in a report.
  • Remove unnecessary columns.
  • Make the margins smaller.
  • Change the orientation to landscape.
  • Print on legal-size paper.
  • Scale the page by a percentage. Check your Printer Setup properties to see if your printer driver supports scaling.

Update header and footer of printed reports

If you want to remove the QuickBooks Online URL and other information at the top and bottom of printed report, go to your browser settings.

  1. Select Print, then More Settings.
  2. In the Options section, uncheck Headers and footers.
  3. Select Print.

Firefox

  1. Select File, then Page Setup.
  2. Go to the Margins & Header/Footer tab.
  3. In the Headers & Footers section, the fields that aren't printed should have the dropdown set to --blank--.
  4. Select OK.

Safari

  1. Select File, then Print.
  2. Go to the More settings section.
  3. Uncheck Print headers and footers.
  4. Select Print.

When you have a report open:

  1. Select the Email icon.
  2. Check report preview, then select Email.
  3. Enter or update recipient email address, subject and report title.
  4. Select Send.

 

When you have a report open:

  1. Select the Export icon.
  2. Select Export to Excel or Export to PDF.

Export reports if you want to change the fonts, colours, or other aspects of the visual appearance or if you want to complete further customisation of your report.

For detailed steps, here's how to export reports to Excel.

Set up general report preferences

  1. Select the Gear icon at the top, then Account and Settings (or Company Settings).
  2. Select Company (or Advanced) on the left.
  3. In the Accounting section, select the pencil icon.
  4. Select the Accounting method drop-down and choose Accrual or Cash.
  5. Save your changes.

Note: Reports default to the accounting method you set in the Company Settings.

Do more with reports in QuickBooks

Learn more about report features and specific reports to get the info you need:

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