Learn about reports in QuickBooks Desktop for Mac.
A report gives you an overview of what's going on in your business. In QuickBooks, there are different reports that you can use based on what you need to see. Here's what to know about reports and how to create one.
Create a report
You can find the different reports on the Reports menu. To create a report:
- Go to Reports and select Report Center.
- Double-click the type of report you want to create.
If you want a report to have a specific data and style, you can customize it.
Here are the reports that you can use in QuickBooks Desktop for Mac.
|Company and Financial||Find out how your company is doing financially.|
|Customers and Receivables||Find out how much your customers owe and when it is due.|
|Sales Reports||Find sales info related to customers, items, sales reps, pending sales, and sales orders.|
|Jobs, Time and Mileage||Find out how well your company is doing at estimating jobs, how much time is spent on each job, and the mileage expenses for each vehicle or job.|
|Vendors and Payables||Find out how much your company owes and how much is overdue.|
|Purchases||Find information about purchases and open purchase orders.|
|Inventory||Find information about inventory value, stock status, and pending builds, including a worksheet for checking your physical inventory.|
|Banking||Find information about your banking transactions.|
|Accountant and Taxes||Find information related to accounting activities and income tax preparation.|
|List||Find lists of useful information about your company.|
|Budgets||Find information about your income and expenses budget.|
Use report preferences
You can change how QuickBooks displays your reports using report preferences.
- From the QuickBooks menu, select Preferences.
- Select Reporting.
- Select your preferences in the General and Classify Cash tabs.