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Reports included in your QuickBooks subscription

by Intuit•5• 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 Trader	Simple Start	Essentials	Plus
Audit Log		X	X	X
Balance Sheet Comparison		X	X	X
Balance Sheet Detail		X	X	X
Balance Sheet Summary			X	X
Balance Sheet		X	X	X
Budget Overview				X
Budget vs. Actuals				X
Statement of Cash Flows		X	X	X
Business Snapshot		X		X
Profit and Loss by % of Total Income		X	X	X
Profit and Loss Comparison		X	X	X
Profit and Loss Detail				X
Profit and Loss year-to-date Comparison		X	X	X
Profit and Loss by Class				X
Profit and Loss by Customer	X	X	X	X
Profit and Loss by Location				X
Profit and Loss by Month	X	X	X	X
Profit and Loss	X	X	X	X
Profit and Loss by Tag Group		X	X	X
Project Profitability Summary		X	X	X
Quarterly Profit and Loss Summary		X	X	X

Sales and customers (reports)	Sole Trader	Simple Start	Essentials	Plus
Customer Contact List		X	X	X
Deposit Detail		X	X	X
Estimates & Progress Invoicing Summary by Customer		X	X	X
Estimates by Customer		X	X	X
Income by Customer Summary			X	X
Stock Valuation Detail				X
Stock Valuation Summary				X
Payment Methods List			X	X
Products/Services List		X	X	X
Sales by Class Detail				X
Sales by Class Summary				X
Sales by Customer Detail			X	X
Sales by Customer Summary	X		X	X
Sales by Customer Type Detail			X	X
Sales by Location Detail		X	X	X
Sales by Location Summary		X	X	X
Sales by Product/Service Detail			X	X
Sales by Product/Service Summary	X		X	X
Stock Valuation Detail		X	X	X
Stock Valuation Summary		X	X	X
Stock Take Worksheet		X	X	X
Time Activities by Customer Detail				X
Transaction List by Customer			X	X
Transaction List by Tag Group			X	X

Who owes you (reports)	Sole Trader	Simple Start	Essentials	Plus
Accounts receivable ageing Detail			X	X
Accounts receivable ageing Summary		X	X	X
Collections Report		X	X	X
Customer Balance Detail			X	X
Customer Balance Summary		X	X	X
Invoice List		X	X	X
Invoice and Received Payments		X	X	X
Open Invoices		X	X	X
Statement List		X	X	X
Terms List			X	X
Uninvoiced charges			X	X
Uninvoiced time			X	X

What you owe (reports)	Sole Trader	Simple Start	Essentials	Plus
Accounts payable ageing detail			X	X
Accounts payable ageing summary			X	X
Bill Payments List			X	X
Bills and applied payments				X
Unpaid Bills			X	X
Supplier Balance Detail			X	X
Supplier Balance Summary			X	X

Expenses and suppliers (reports)	Sole Trader	Simple Start	Essentials	Plus
Cheque Detail		X	X	X
Expenses by Supplier Summary			X	X
Open Purchase Order List				X
Open Purchase Order Detail				X
Purchase List				X
Purchases by Class Detail				X
Purchases by Location Detail				X
Purchases by Product/Service Detail				X
Purchases by Supplier Detail				X
Transaction List by Supplier		X	X	X
Supplier Contact List		X	X	X
Supplier Phone List		X	X	X

Employees (reports)	Solopreneur	Simple Start	Essentials	Plus
Employee Contact List		X	X	X
Recent/Edited Time Activities			X	X
Time Activities by Employee Detail			X	X

For My Accountant (reports)	Sole Trader	Simple Start	Essentials	Plus
Account List		X	X	X
Balance Sheet comparison		X	X	X
Balance Sheet		X	X	X
General Ledger		X	X	X
Journal		X	X	X
Profit and Loss Comparison		X	X	X
Profit and Loss by Tag Group				X
Profit and Loss		X	X	X
Recent Transactions		X	X	X
Reconciliation Reports		X	X	X
Recurring Template List			X	X
Statement of Cash Flow		X	X	X
Transaction Detail by Account			X	X
Transaction List by Date		X	X	X
Transaction List with Splits			X	X
Trial Balance		X	X	X

Payroll (reports)	Sole Trader	Simple Start	Essentials	Plus
Employee Contact List		X	X	X
Recent/Edited Time Activities		X	X	X
Time Activities by Employee Detail		X	X	X
Deductions		X	X	X
Detailed Activity Report		X	X	X
Gross To Net Report		X	X	X
Pay Run Audit Report		X	X	X
Payrun Comparison Report				X
Pension Contributions		X	X	X
Timesheets Report		X	X	X

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