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Create, view, or edit a Management report in QuickBooks Online and Intuit Enterprise Suite
Management reports allow you to create branded, presentation-ready reporting packages that combine financials, KPIs, and charts. These tools enable you to build narrative-driven documents for clients or stakeholders using live data, custom branding, and AI-powered insights.
Feature availability by subscription
Your access to Management report features depends on your subscription tier.
| Feature | Simple Start, Essentials, & Plus | Advanced & Intuit Enterprise Suite |
| Available Templates | Company Overview, Sales Performance, Expenses Performance | All templates (including annual, monthly, and quarterly comparisons) |
| Content & Visuals | Financial tables and text boxes | Financial tables, text blocks, chart widgets, and KPI scorecards |
| AI Summaries | Not available | AI-generated narrative executive summaries |
| Automation | Manual export and sharing | Automated recurring delivery schedules |
If you're interested in support any time, any day, consider upgrading to QuickBooks Online Advanced.
QuickBooks Online provides automatic report compilations such as Company Overview, Sales Performance, and Expenses Performance.
Go to Reports, then Management reports.
Choose a report compilation to view.
Company Overview: Contains Profit and Loss and Balance Sheet reports.
Sales Performance: Contains Profit and Loss, A/R Aging Detail, and Sales by Customer Summary reports.
Expenses Performance: Contains Profit and Loss, A/P Aging Detail, and Expenses by Vendor Summary reports.
In the Report Period dropdown, select a time range or a custom date range.
Select Preview to view the PDF.
Select the dropdown next to Preview to Edit, Send, Export as PDF, or Delete.
Tip: Reports print most accurately in Google Chrome. Using other browsers may cause layout or formatting differences.
Build a multi-page document from scratch or use templates to combine cover pages, executive summaries, and dashboards.
Go to Reports, then select Management reports.
Select Create report to choose a pre-built template, or select Create custom to start from scratch.
Within the report editor, you can edit any of the management reports and save a copy to share. Select Edit on your report, and use the side panel to customize the following sections:
Cover page | Cover style: Select a prebuilt style for your cover page.Logo: Choose if you want to display your company logo.Cover title: Edit the title of the report up to 100 characters.Subtitle: Edit your company name.Report period: Shows the report end date.Prepared by: Edit the name of the person who created this report.Prepared date: Edit the creation date.Disclaimer: Shows “For management use only”. Can edit up to 90 characters. |
| Table of contents | Include Table of Contents: Choose if you want to include a table of contents.Page title: Edit the title of this page. |
Preliminary pages | Include this page: Choose if you want to include this preliminary page.Page title: Edit the title of this page.Page content: Enter and format paragraph text. (Advanced and IES only: Insert an AI-generated narrative summary here).Add new page: Select this option to add another preliminary page. |
Reports and charts | Select Edit on a report to change the report type, title, period, and select if you want to compare previous years/periods.Select Delete to delete a report.To reorder a report, select reorder and drag it to your desired order.Add: Select this option to add a new type of report to your document. |
End notes | Include this page: Choose if you want to include this page.Include breakdown of sub-accounts: Creates a schedule that breaks down any sub-accounts for line items.Page title: Enter a title for the end notes page.Page content: Enter and format paragraph text. |
Drag and drop elements (reports, charts, KPIs, text) to reorder them within your document.
Select Save as draft to keep your work in progress. Your report will be saved in the Drafts tab so you can return to it later.
Tip: Reports print most accurately in Google Chrome. Using other browsers may cause layout or formatting differences.
Note: Custom reports are available for QuickBooks Online Advanced and Intuit Enterprise Suite.
Add components and visuals to a report
Enhance your packages by adding standard reports, custom reports, or visual chart widgets.
Add a Standard report
Go to Reports, then Standard reports.
Find the report you want to add and select more options (three vertical dots) or the Action column dropdown.
Select Add to Management reports.
Choose to create a new report or add to an existing one, then select Add.
Add a Custom report
(Note: Custom reports are available for QuickBooks Online Advanced and Intuit Enterprise Suite).
Go to Reports, then Custom reports.
Find the report you want to add, select the dropdown in the Action column, then select Add to Management reports.
Select either Create a new Management report or Add to an existing Management report.
Enter the name of the new Management report, or select an existing Management report.
Select Add.
Add chart widgets and KPIs
Include custom KPIs and multi-entity KPIs in your visual widgets. (Note: KPIs are available for QuickBooks Online Advanced and Intuit Enterprise Suite).
Within the report editor, select Add Chart.
Select from the list of available KPIs, which now includes your Custom KPIs.
For consolidated views, you can pull in multi-entity KPIs to create chart widgets.
Advanced formatting and data management
QuickBooks applies smart formatting to your management reports to ensure they are professional and accurate.
Detailed Analysis: When working with A/P & A/R Summary reports, select specific aging totals to see exactly which overdue items and invoices are included in that balance. You can also select the balance on accounts with $0 totals to see the underlying transactions and activity that make up that amount.
GAAP-Aligned Ordering: Reports like the General Ledger display accounts in proper order (Assets, Liabilities, Equity) instead of alphabetically.
Smart chips: Insert smart chips for KPIs and date ranges. Select This period or Last period placeholders for dynamic date ranges that auto-refresh with live data.
Flexible Display: Accounts with no activity or balances are hidden by default to provide a cleaner view. To change this, navigate to the More options section of the editor and uncheck Show only non-zero rows and columns.
Once your report package looks exactly the way you want it, you can finalize it for your stakeholders.
Go to Reports, then select Management reports.
Locate your drafted report and select Publish. This moves the report to the Published tab.
Select the dropdown next to your published report to choose how you want to share it:
Export: Save the report as a PDF or DOCX file to your local device.
Share Link: Publish a secure link for executives. (Note: Viewers must have QuickBooks access and be signed in).
Email (IES only): Share reports via email as an attached PDF directly within the platform.
(Advanced and IES only) Select Create a schedule to automate delivery. You can choose to have QuickBooks send you an in-app reminder to review the report first, or you can set it to email your recipients automatically on a recurring schedule.
Note: In order to view the link, you need to have access to a QuickBooks account and be signed in.
You can change the Template name or the Report period on the screen that appears.
Other options are in different sections you can select from the side panel.
Cover style: Select a prebuilt style for your cover page.
Logo: Choose if you want to display your company logo.
Cover title: Edit the title of the report up to 100 characters.
Subtitle: Shows your company name.
Report period: Shows the report end date.
Prepared by: Enter the name of the person who prepared this report.
Prepared date: Shows today’s date.
Disclaimer: Shows “For management use only”. Can edit up to 90 characters.
Include Table of Contents: Choose if you want to include a table of contents in this report.
Page title: Edit the title of this page.
Include this page: Choose if you want to include this preliminary page in this report.
Page title: Edit the title of this page.
Page content: Enter and format paragraph text in this field.
Add new page: Select this option to add another preliminary page to this report.
Select Edit on a report to change the report type, report title, report period, and select if you want to compare the previous year and/or period.
Select Delete to delete a report.
To reorder a report in this document, select reorder and drag it to your desired order.
Add : Select this option to add a new type of report to your document.
You can select the report type, report title, and report period.
If you’re a QuickBooks Online Advanced user, you can select Chart type reports to add visualized data to your management report. The charts you see here come from your custom reports.
Include this page: Choose if you want to include this page in this report.
Include breakdown of sub-accounts: Creates a schedule that breaks down any sub-accounts for line items. You can view these when you preview the report.
Page title: Enter a title for the end notes page.
Page content: Enter and format paragraph text in this field.
Fields: Shows the {Company name} and {Report end date} variables. The company name variable can be changed here.
Header: Enter page header text, or select one of the Fields variables.
Footer: Enter page footer text, or select one of the Fields variables.
Show only non-zero rows and columns: Choose if you want to hide line items and columns containing no data.
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