QuickBooksHelpIntuit

Reports included in your QuickBooks Online subscription

by Intuit•1• Updated 1 week ago

Learn which reports are available for your version of QuickBooks Online.

Financial reports give you snapshots of different areas of your business. Most reports are available for all QuickBooks Online users. Some, however, are only available for certain subscription levels. Here's what's available for Simple Start, Essentials, and Plus users.

REPORT NAME	SIMPLE START	ESSENTIALS	PLUS
Business Overview
Audit Log	X	X	X
Balance Sheet Comparison	X	X	X
Balance Sheet Detail	X	X	X
Balance Sheet Summary		X	X
Balance Sheet	X	X	X
Business Snapshot		X	X
Profit and Loss as % of total income			X
Profit and Loss Comparison			X
Profit and Loss Detail			X
Profit and Loss year-to-date comparison			X
Profit and Loss by Customer	X	X	X
Profit and Loss by Month	X	X	X
Profit and Loss by Tag Group	X	X	X
Quarterly Profit and Loss Summary	X	X	X
Statement of Cash Flows	X	X	X
Statement of Changes in Equity	X	X	X
Who owes you
Accounts receivable ageing detail		X	X
Accounts receivable ageing summary	X	X	X
Collections Report	X	X	X
Customer Balance Detail		X	X
Customer Balance Summary	X	X	X
Invoice List	X	X	X
Invoices and Received Payments	X	X	X
Open Invoices	X	X	X
Statement List	X	X	X
Terms List		X	X
Uninvoiced charges		X	X
Uninvoiced time		X	X
Sales and customers
Customer Contact List	X	X	X
Deposit Detail	X	X	X
Income by Customer Summary		X	X
Payment Method List		X	X
Product/Service List	X	X	X
Quotes by Customer	X	X	X
Sales by Customer Detail		X	X
Sales by Customer Summary		X	X
Sales by Customer Type Detail		X	X
Sales by Product/Service Detail		X	X
Sales by Product/Service Summary	X	X	X
Stock Valuation Detail	X	X	X
Stock Valuation Summary	X	X	X
Stock Take Worksheet	X	X	X
Time Activities by Customer Detail			X
Transaction List by Customer		X	X
Transaction List by Tag Group		X	X
What you owe
Accounts payable ageing detail		X	X
Accounts payable ageing summary		X	X
Bill Payment List		X	X
Bills and Applied Payments		X	X
Unpaid Bills		X	X
Supplier Balance Detail		X	X
Supplier Balance Summary		X	X
Unpaid Bills		X	X
Expenses and suppliers
Check Detail	X	X	X
Expenses by Supplier Summary		X	X
Purchases by Product/Service Detail			X
Purchases by Supplier Detail			X
Supplier Contact List	X	X	X
Transaction List by Supplier	X	X	X
Manage VAT
VAT Liability Report	X	X	X
VAT 201 Calculation Report	X	X	X
VAT Detail Report	X	X	X
VAT Exception Report	X	X	X
Employees
Employee Contact List	X	X	X
Recent/Edited Time Activities		X	X
Time Activities by Employee Detail		X	X
For my accountant
Account List	X	X	X
Balance Sheet	X	X	X
Balance Sheet Comparison	X	X	X
General Ledger	X	X	X
Journal	X	X	X
Profit and Loss Comparison	X	X	X
Profit and Loss by Tag Group			X
Profit and Loss	X	X	X
Recent Transactions	X	X	X
Reconciliation Reports	X	X	X
Recurring Template List		X	X
Statement of Cash flows	X	X	X
Transaction Detail by Account		X	X
Transaction List by Date	X	X	X
Transaction List with Splits		X	X
Trial Balance	X	X	X
Payroll
Employee Contact List	X	X	X
Recent/Edited Time Activities	X	X	X
Time Activities by Employee Detail	X	X	X

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.