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Reports
Create and manage reports in QuickBooks Online
Inventory Reports
Use reports to see your sales and inventory status
How to use inventory reports in QuickBooks Enterprise
Balance Sheet and Inventory/Stock Valuation reports show different amounts for the Inventory Asset account
Impacts of inventory tracking on the Balance Sheet and Profit & Loss reports in QuickBooks Online
Company Snapshot
Customize Reports
Financial Reports
Popular resources
Unapplied cash payment income on your profit and loss
When running a Profit and Loss report using the cash method, you might see an account called Unapplied cash payment income. This account is created by QuickBooks for proper tax reporting.
Missing income and expense transactions in profit in QuickBooks
Find out why your Profit and Loss report is missing income and expense transactions in QuickBooks Online.
Remove deleted accounts from reports
Learn how to remove deleted accounts from reports in QuickBooks Online.
Clear up customers with zero net balances
Find out how to clear up customers with zero net balances in the accounts receivable aging report in QuickBooks Online.
Profit and loss report does not match a sales report in QuickBooks
A noticeable discrepancy between the Profit & Loss and a Sales reports (such as Sales by Item Summary) may be due to one or more issues, including, but not limited to the following:
Reports included in your QuickBooks Online subscription
Tip: Payroll reports are only available if you have an Intuit QuickBooks Workforce subscription.
Run reports in QuickBooks Online
With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.
Choose between cash and accrual accounting methods in QuickBooks Online
Learn more about the difference between Cash and Accrual methods for QuickBooks Online and how to change between the two.
AI-powered Report Insights
AI-powered Report Insights help you spot what matters-fast. Whether it's a sudden dip in profits, unexpected spending, or signs of accounting errors, key trends and anomalies are automatically flagged in your Profit & Loss, and Balance Sheet reports. Each AI-powered Report Insight is based on up to 15 months of transaction data.
Transition from Classic to Modern View reports
Learn how to transition from Classic to Modern View reports in QuickBooks Online, Intuit Accountant Suite (IAS), and Intuit Enterprise Suite.
Compare time periods in reports in QuickBooks Online
Learn how to view date ranges side-by-side in reports.
Transition from Classic to Modern View Reports
The move to Modern Reports is coming soon! Check out this reel to learn more about this transition, and where you can find all of your familiar Classic View features in the Modern View.
Quick Answers: A Mini Guide to Your Profit and Loss Report
Understanding Your Profit and Loss Report Hello QuickBooks users, and thanks for joining us. These mini guides are designed to instill confidence while navigating your QuickBooks account so you can focus on running your business. This month's guide covers your Profit and Loss (P&L)...
Reporting & Reconciling Made Simple: Three QuickBooks Quick Tips
Hey there, QuickBooks users! Ever find yourself needing a quick and easy way to handle some common Reporting or Reconciliation tasks in QuickBooks Online? You've come to the right place! We've got three simple "Quick Tips" to help you out. Tip #1: How to Download Your Profit and Loss...
Top 5 Questions: Reports & Closing the Books
Hey everyone, welcome back to another Top 5! Are you curious about how to handle month-end closing, fix beginning balance issues, or unreconcile a monthly statement that has already been reconciled? If so, then you're in the right place! I'll be covering some of the most commonly asked questions on...
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