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Create reports in QuickBooks Desktop for Mac

by Intuit• Updated 1 year ago

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.

Understand reports

Here are the reports that you can use in QuickBooks Desktop for Mac.

Report Group	Description
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 settings

You can change how QuickBooks displays your reports using report preferences.

From the QuickBooks menu, select Settings.
Select Reporting.
Select your preferences in the General and Classify Cash tabs.

Learn about general preferences

In this tab, you can change the general display of your reports.

Summary Reports Basis: Show reports in accrual or cash basis. Select Accrual if you record income or expense when a transaction occurs or Cash if you record them when you receive cash or pay bills.
Aging Reports: Show aging reports from the due date or transaction date.
Show Accounts by: Change how the accounts appear in your reports.
Export Report As: Choose the file type you need when you export a report.

Learn about classify cash preferences

In this tab, you can set the classification of the balance sheet accounts in your Statement of cash flow report. Each account has a default classification, but you can change it if you need to. To change, select Financing, Operating, or Investing next to classify selection.

You can also add an income or expense account to the report. Select the account to add, then select its classification. Before you add, make sure that you use it for noncash transactions only (like depreciation expense).

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