Run reports in QuickBooks Online
by Intuit• Updated 5 days ago
Learn how to run basic reports in QuickBooks.
Financial reports give you a snapshot of your business. With dozens of reports available, you can examine sales, spending, and even a combination of both to gain a comprehensive insight and understanding of your business.
Before you get started, learn how to set up general report preferences:
- Go to Settings and select Account and settings.
- Select Advanced.
- In the Accounting section, select the pencil icon .
- Select the Accounting method dropdown ▼, then select Accrual or Cash.
- Select Save and then Done.
Tip: If you want you want to add more information to your reports, check out our guide to customising reports in QuickBooks Online.
Run basic financial reports
- Go to Reports (Take me there).
- Use the Find report by name search bar to search for reports by name. You can also browse the list.
- Select the report to open it.
Note: If you change the dates or add customised filters to the report, select Run report to apply them.
Run reports for specific accounts
You can also focus on a specific account instead of running reports for everything.
Manage your reports
Print your report
- Select the report to open it.
- If the report opens:
- In a modern view: Select the Export/Print ▼ dropdown, then select Export/Print as PDF.
- In a classic view: Select the Printer icon .
- Adjust your print settings as needed.
- Select Print.
Email your reports
When you have a report open:
- Select the report to open it.
- If the report opens in modern view:
- Select the More actions ▼ dropdown.
- Select Email report.
- Fill out the form.
- Edit the body message so recipients know what to expect.
- When you're ready, select Send email.
- If the report opens in classic view:
- Select the Email icon .
- Select Email.
- Fill out the form.
- Edit the body message so recipients know what to expect.
- When you're ready, select Send.
Note: To send a report to multiple email recipients, separate the email addresses using a comma and space. (Example: test_email@hotmail.com, email_test@yahoo.com, email_test@intuit.com).
Export your reports
When you have a report open:
- Select the report to open it.
- If the report opens in a modern view:
- Select the Export/Print ▼ dropdown.
- Select Export to Excel, Export as CSV, or Export/Print as PDF.
- If the report opens in a classic view:
- Select the Export icon .
- Select Export to Excel or Export to PDF.
Tip: If your data exceeds the Excel export limit, we recommend you export your data in smaller chunks using filters such as report period.
Do more with reports in QuickBooks
Learn more about report features and specific reports to get the info you need:
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