cancel
Showing results for 
Search instead for 
Did you mean: 
charlespatricia5
Level 1

How do I prepare managemnt report with cover letter. like the one in quickbooks online

the aging report do not provide the p&L or balance sheet
1 Comment 1
Charies_M
Moderator

How do I prepare managemnt report with cover letter. like the one in quickbooks online

Good day, charlespatricia5.

 

Sounds like your using the QuickBooks Desktop version. Nevertheless, let me provide the insights about Management Reports in both QuickBooks Desktop (QBDT) and QuickBooks Online (QBO).

 

In QBO, there are ready-made management report templates you can use: Company Overview, Sales Performance and Expenses Performance. These reports already has cover letters on it.

 

Here's how to view a management report:

 

  1. Go to Reports in the left navigation bar,.
  2. Click the Management Reports tab.
    1.PNG
  3. Click the View link of the management report you want to see. The management report opens.
  4. Use the scroll bar on the left or the Page Down key to step through the management report.
  5. To print, click Print. Or, click the Print icon if you see one within or at the top of the preview.
  6. To close without printing, click Close.

All you need to know about Management Reports in QuickBooks Online are found in this article: Management Reports Overview.

 

QBDT on the other hand, doesn't have a specific report for Management Report. However, there is an QuickBooks Advance Reporting available in QBDT Enterprise.  

 

To give you more information regarding this feature, feel free to check out this article: QuickBooks Advanced Reporting (QBAR) FAQ.

 

Reach back to me if you have additional questions. I'd be more than happy to answer them for you. Keep safe and enjoy the rest of the day. This feature allows you to create and customize your reports.

Need to get in touch?

Contact us