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Run reports in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online481Updated 3 weeks ago

Learn how to run basic reports in QuickBooks.

Financial reports give you a snapshot of your business. There are dozens of reports that tell you about different aspects of your business. Some focus on sales, others focus on your spending, and some look at parts of each.

Here's an overview of how to run basic reports.

And if you want more details, you can customize reports to focus on specific accounts or filter for specific things.

Run basic financial reports

  1. Go to Business overview then select Reports (Take me there), or go to Reports (Take me there).
  2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
  3. Select the report to open it.

Note: If you change the dates or add filters to the report, select Run report to apply them.

Learn more about customizing financial 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.

To watch more how-to videos, visit our video section.

Run reports for specific accounts

You can also focus on a specific account instead of running reports for everything.

  1. Go to Settings ⚙ and select Chart of accounts (Take me there).
  2. Find the account.
  3. Select Run report in the Action column or from the View register dropdown list.

When you have a report open:

  1. Select the Printer icon.
  2. Adjust your print settings as needed.
  3. Select Print.

Smart page breaks

Select Smart page breaks to automatically keep items that belong in the same group together and break to the next page at logical areas for ease of reading when you print, email, or save a report.

Note: The option to print using smart page breaks will vary based on the report you are in.

Repeat page header

Select Repeat page header and we will automatically make sure the header appears on every page of the report you are printing, emailing, or saving.

Format printed reports

You can adjust the layout of your reports before you print. In the Orientation dropdown, select Portrait or Landscape.

If the columns still don't fit:

  • Resize columns in a report.
  • Remove unnecessary columns.
  • Make the margins smaller.
  • Change the orientation to landscape.
  • Print on legal-size paper.
  • Scale the page by a percentage.
  • Check your Printer Setup properties to see if your printer driver supports scaling.

Update the header and footer of printed reports

If you want to remove the QuickBooks Online URL and other information at the top and bottom of the printed report, go to your browser settings.

Chrome

  1. Select Print, then More Settings.
  2. In the Options section, uncheck Headers and footers.
  3. Select Print.

Firefox

  1. Select File, then Page Setup.
  2. Go to the Margins & Header/Footer tab.
  3. In the Headers & Footers section, the fields that aren't printed should have the dropdown set to --blank--.
  4. Select OK.

Safari

  1. Select File, then Print.
  2. Go to the More settings section.
  3. Uncheck Print headers and footers.
  4. Select Print.

When you have a report open:

  1. Select the Email icon.
  2. Check report preview, then select Email.
  3. Enter or update recipient email address, subject, email body and report title.
  4. Select Send.

When you have a report open:

  1. Select the Export icon.
  2. Select Export to Excel or Export to PDF.

Export reports if you want to change the fonts, colors, or other aspects of the visual appearance or if you want to complete further customization of your report.

For detailed steps, here's how to export reports to Excel.

Set up general report preferences

  1. Go to Settings ⚙ and select Account and settings
  2. Select Advanced.
  3. In the Accounting section, select the pencil icon.
  4. Select the Accounting method dropdown and choose Accrual or Cash.
  5. Select Save and then Done.

Note: Reports default to the accounting method you set in the Company Settings.

Do more with reports in QuickBooks

Learn more about report features and specific reports to get the info you need:

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