Run a report in QuickBooks Online
by Intuit•5• Updated 5 days ago
Learn how to run a report in QuickBooks Online.
Financial reports give you a snapshot of your business. With dozens of reports available, you can examine sales, spending, and even a combination of both to gain a comprehensive insight and understanding of your business.
Tip: If you want you want to add more information to your reports, check out our guide to customising reports in QuickBooks Online.
Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience. |
Set up general report preferences
Before you get started, set up general report preferences:
- Go to Settings and select Account and settings.
- Select Advanced.
- In the Accounting section, select the pencil ✎ icon.
- Select the Accounting method dropdown, then select either Accrual or Cash.
Note: Reports default to the accounting method you set here. - Select Save, then select Done.
Run basic financial reports
- Go to Reports (Take me there).
- Use the Find report by name dropdown to search for reports by name. You can also browse the list.
- Select the report to open it.
Note: If you change the dates or add customised filters to the report, select Run report to apply them. You can customise your reports in QuickBooks Online.
Run a report for a specific account
You can also focus on a specific account instead of running reports for everything.
- Go to Settings , then select Chart of accounts (Take me there).
- Find the account.
- Select Run report in the ACTION column or from the Account history dropdown.
Manage your reports
Do more with reports in QuickBooks
Learn more about report features and specific reports to get the info you need:
- Memorise reports in QuickBooks Online
- Change the report accounting method
- Customise reports in QuickBooks Online
- Run reports for uncleared cheques
- Run a profit and loss report
- Run accounts receivable ageing reports
We're here to help
If you have questions about reports or need help customising and using them, let us know. Sign in to QuickBooks and start a discussion with a qualified QuickBooks Online expert in our community.
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