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Run a report in QuickBooks Online
by Intuit•50• Updated 3 weeks ago
Learn how to run a report in QuickBooks Online.
Financial reports give a quick overview of your business. In QuickBooks Online, you can run reports which can help you track your business performance and make decisions for it.
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 you get started, set up general report preferences:
- Go to Settings ⚙, then 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 a basic financial report
To run a basic financial report, follow these steps:
- Go to Reports (Take me there).
- Select the Find report by name dropdown to search for a report by name. You can also browse the list.
- Select the report to open it.
Note: You can customize your reports in QuickBooks Online.
To watch more how-to videos, visit our video section.
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 View register dropdown.
Manage your report
Do more with reports in QuickBooks
Learn more about report features and specific reports to get the info you need:
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