Thank you for visiting the Community today, PhylMac.
Let me provide some information about the Management Reports in QuickBooks Online (QBO).
The mentioned reports allow you to customize a professional-looking reporting package complete with a cover page, table of contents, preliminary pages, reports, and endnotes. Also, you can add a logo, specify the headers and footers.
However, the option to add another report such as the Profit and Loss report is unavailable at this time. We’re constantly working to enhance the product’s features so users have the best online experience when using it.
I recommend you let our Product Development Team know that having more customization options on the Management Reports is beneficial to your business. Sending feedback will guide them on which areas of QBO to enhance and which improvements to include in future updates.
Here’s how:
- Open your company and tap the Gear icon in the upper right.
- From the options, select Feedback under Profile.
- In the Feedback window, enter your product suggestions.
- Click Next to submit.
For additional resources, this link outlines the steps how to tailor your Management Report template. Also, the following article contains resources about the different reports you can run in QBO: Create and manage statements. They’re arranged by topic, so you can easily view each one in no time.
Drop a comment below if you have additional questions about Management Reports or other QuickBooks concerns. I’ll be sure to help and get this taken care of for you. Enjoy the rest of the day.
