Hi there,
Let me help you run reports for your insurance premium audit.
You'll need to generate reports for your audit. You can follow the steps below to do so.
- On the left navigation panel, click Reports.
- Choose from the reports available. You can also use the search bar.
- Customize the reports to a specific date range.
- Click the Export icon.
- Choose to export to Excel or a PDF file.
You can also consult an accountant to verify which specific reports you'll need to prepare.
For more info on generating reports, please refer to this article: Run reports in QuickBooks Online.
For future use, here's how to save a report's current customization settings: Memorize reports in QuickBooks Online.
Feel free to let me know if you need anything else for your insurance premium audit. I'll be around to help you out.
