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Jay Doshi
Level 1

Reporting: Essential V/s Plus plan

In QB online plans, what is the difference between "Enhanced" reporting available in Essential Plan and "Comprehensive" reporting available in Plus Plan ?

Solved
Best answer October 20, 2020

Best Answers
Rea_M
Moderator

Reporting: Essential V/s Plus plan

I'm here to share details about reports comparison between the QuickBooks Online (QBO) Essentials and Plus plans, @Jay Doshi.

 

Reports vary between each QBO subscription. Some reports are only available for certain subscription levels. With this, compare to the QBO Essentials version's Enhanced reporting, you can access special reports in the Plus plan's Comprehensive feature. Here are some of them:

  • Budget Overview
  • Budget vs. Accruals
  • Custom Summary Report
  • Profit and Loss by Class
  • Profit and Loss by Location
  • Total Deposits and Payments (Beta)
  • Inventory Valuation Detail
  • Inventory Valuation Summary
  • Physical Inventory Worksheet
  • Sales by Location Detail
  • Sales by Location Summary
  • Time Activities by Customer Detail
  • Unbilled Time
  • Invoice and Received Payments
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

 

The Standard tab in your Reports page is divided into 10 sections (Favorites, Business overview, Who owes you, Sales and customers, What you owe, Expenses and vendors, Sales tax, Employees, For my accountant, and Payroll). For the complete list and to compare the available reports per QBU subscription, kindly refer to this article: Reports included in your QuickBooks Online subscription.

 

In QBO, you can pull up financial, sales, and inventory reports to give you an insight into your business performance. To learn more about this, you can check out this article: Reports in QuickBooks Online

 

I'm also adding this article to customize your reports to get the information you need and focus on the details that matter most to you. For the step-by-step guide, kindly refer to this article: Customize reports in QuickBooks Online. it also includes details about managing and sharing your custom reports.

 

You're always welcome to comment down below if you have further concerns about QBO reports. I'm just around to help. Take care always.

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1 Comment 1
Rea_M
Moderator

Reporting: Essential V/s Plus plan

I'm here to share details about reports comparison between the QuickBooks Online (QBO) Essentials and Plus plans, @Jay Doshi.

 

Reports vary between each QBO subscription. Some reports are only available for certain subscription levels. With this, compare to the QBO Essentials version's Enhanced reporting, you can access special reports in the Plus plan's Comprehensive feature. Here are some of them:

  • Budget Overview
  • Budget vs. Accruals
  • Custom Summary Report
  • Profit and Loss by Class
  • Profit and Loss by Location
  • Total Deposits and Payments (Beta)
  • Inventory Valuation Detail
  • Inventory Valuation Summary
  • Physical Inventory Worksheet
  • Sales by Location Detail
  • Sales by Location Summary
  • Time Activities by Customer Detail
  • Unbilled Time
  • Invoice and Received Payments
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

 

The Standard tab in your Reports page is divided into 10 sections (Favorites, Business overview, Who owes you, Sales and customers, What you owe, Expenses and vendors, Sales tax, Employees, For my accountant, and Payroll). For the complete list and to compare the available reports per QBU subscription, kindly refer to this article: Reports included in your QuickBooks Online subscription.

 

In QBO, you can pull up financial, sales, and inventory reports to give you an insight into your business performance. To learn more about this, you can check out this article: Reports in QuickBooks Online

 

I'm also adding this article to customize your reports to get the information you need and focus on the details that matter most to you. For the step-by-step guide, kindly refer to this article: Customize reports in QuickBooks Online. it also includes details about managing and sharing your custom reports.

 

You're always welcome to comment down below if you have further concerns about QBO reports. I'm just around to help. Take care always.

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