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Run reports in QuickBooks Online

by Intuit•300• Updated 5 days ago

A lightbulb icon With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

Financial reports provide a quick overview of your business performance to help you make informed decisions. You can run basic financial reports, focus on specific accounts, and manage how you share or print your data directly within QuickBooks Online.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view

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 running reports, configure your default accounting method to ensure your data displays accurately. You’ll also need to determine if your business uses the Cash or Accrual accounting method.

Follow these steps to set up your 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.
Select Save, then select Done.

Result: Your reports will now default to the accounting method you selected.

Run a basic financial report

Follow these steps to find and generate a standard financial report.

Go to Reports, then Standard reports (Take me there).
Select the Find report by name dropdown to search for a specific report, or browse the provided list.
Select the report to open it.

Note: If you use QuickBooks Online Advanced, you can use the Custom Report Builder to create unique reports.

Watch the below video for an overview on the reports feature in QuickBooks. Use the reports center to gain additional insights about your business.

Run a report for a specific account

You can run a report that focuses on a single account rather than your entire business.

Follow these steps to run a report for a specific account.

Go to Settings , then select Chart of accounts (Take me there).
Find the account.
Select Run report in the ACTION column or from the View register dropdown.

Export or email your reports

Share your report data by emailing it directly from QuickBooks or exporting it for further customization.

Email a report

With the report open, select the More actions dropdown and select Email report.
Enter the recipient's email address, subject, body, and file name.
Select Excel, CSV, or PDF for the file format.
Select Send email.

Export a report

Select the Export/Print dropdown.
Select Export to Excel or Export as CSV.
Save the file to your device.

Print a report or save as PDF

Adjust layout settings like orientation and page breaks to ensure your printed reports are readable.

Follow these steps to print a report or save it as a PDF.

Select the Export/Print dropdown and select Print/Save as PDF.
Select the Orientation dropdown to choose Portrait or Landscape.
To keep related items together, select the Smart page break checkbox.
To show headers on every page, select the Repeat header checkbox.
Select Print.

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