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Reports included in your QuickBooks subscription

by Intuit5 Updated 1 week ago

Learn which reports are available for your version of QuickBooks.

Financial reports give you snapshots of different areas of your business. Most reports are available for all QuickBooks users. Some, however, are only available for certain subscription levels. Here's what's available for Simple Start, Essentials, Plus, and Sole Trader users.

Business overview (reports)Sole TraderSimple StartEssentialsPlus
Audit LogXXX
Balance Sheet ComparisonXXX
Balance Sheet DetailXXX
Balance Sheet SummaryXX
Balance SheetXXX
Budget OverviewX
Budget vs. ActualsX
Statement of Cash FlowsXXX
Business SnapshotXX
Profit and Loss by % of Total IncomeXXX
Profit and Loss ComparisonXXX
Profit and Loss DetailX
Profit and Loss year-to-date ComparisonXXX
Profit and Loss by ClassX
Profit and Loss by CustomerXXXX
Profit and Loss by LocationX
Profit and Loss by MonthXXXX
Profit and LossXXXX
Profit and Loss by Tag GroupXXX
Project Profitability SummaryXXX
Quarterly Profit and Loss SummaryXXX
Sales and customers (reports)Sole TraderSimple StartEssentialsPlus
Customer Contact ListXXX
Deposit DetailXXX
Estimates & Progress Invoicing Summary by CustomerXXX
Estimates by CustomerXXX
Income by Customer SummaryXX
Stock Valuation DetailX
Stock Valuation SummaryX
Payment Methods ListXX
Products/Services ListXXX
Sales by Class DetailX
Sales by Class SummaryX
Sales by Customer DetailXX
Sales by Customer SummaryXXX
Sales by Customer Type DetailXX
Sales by Location DetailXXX
Sales by Location SummaryXXX
Sales by Product/Service DetailXX
Sales by Product/Service SummaryXXX
Stock Valuation DetailXXX
Stock Valuation SummaryXXX
Stock Take WorksheetXXX
Time Activities by Customer DetailX
Transaction List by CustomerXX
Transaction List by Tag GroupXX
Who owes you (reports)Sole TraderSimple StartEssentialsPlus
Accounts receivable ageing DetailXX
Accounts receivable ageing SummaryXXX
Collections ReportXXX
Customer Balance DetailXX
Customer Balance SummaryXXX
Invoice ListXXX
Invoice and Received PaymentsXXX
Open InvoicesXXX
Statement ListXXX
Terms ListXX
Uninvoiced chargesXX
Uninvoiced timeXX
What you owe (reports)Sole TraderSimple StartEssentialsPlus
Accounts payable ageing detailXX
Accounts payable ageing summaryXX
Bill Payments ListXX
Bills and applied paymentsX
Unpaid BillsXX
Supplier Balance DetailXX
Supplier Balance SummaryXX
Expenses and suppliers (reports)Sole TraderSimple StartEssentialsPlus
Cheque DetailXXX
Expenses by Supplier SummaryXX
Open Purchase Order ListX
Open Purchase Order DetailX
Purchase ListX
Purchases by Class DetailX
Purchases by Location DetailX
Purchases by Product/Service DetailX
Purchases by Supplier DetailX
Transaction List by SupplierXXX
Supplier Contact ListXXX
Supplier Phone ListXXX
Employees (reports)SolopreneurSimple StartEssentialsPlus
Employee Contact ListXXX
Recent/Edited Time ActivitiesXX
Time Activities by Employee DetailXX
For My Accountant (reports)Sole TraderSimple StartEssentialsPlus
Account ListXXX
Balance Sheet comparisonXXX
Balance SheetXXX
General LedgerXXX
JournalXXX
Profit and Loss ComparisonXXX
Profit and Loss by Tag GroupX
Profit and LossXXX
Recent TransactionsXXX
Reconciliation ReportsXXX
Recurring Template ListXX
Statement of Cash FlowXXX
Transaction Detail by AccountXX
Transaction List by DateXXX
Transaction List with SplitsXX
Trial BalanceXXX
Payroll (reports)Sole TraderSimple StartEssentialsPlus
Employee Contact ListXXX
Recent/Edited Time ActivitiesXXX
Time Activities by Employee DetailXXX
DeductionsXXX
Detailed Activity ReportXXX
Gross To Net ReportXXX
Pay Run Audit ReportXXX
Payrun Comparison ReportX
Pension ContributionsXXX
Timesheets ReportXXX
QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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