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Level 1

Want to know what my Virtual Assistant help me in running my QB.

Hello guys. I've plan to hire a Virtual Assistant to take care my QuickBooks. However I don't know what exactly work I give her since I'm really new in QB. Could you tell me what my virtual assistant help me in my QuickBooks? Aside frrom that I need help accomplishing these information in QuickBooks:


1. I need to learn what 2020 year looks like (Meaning i want to take a look 2020 data to make sure the entire year is uploaded and completed )
2. What are my business expenses
3. I want to run a business and personal report
4. I want to get a report so that I can do my taxes. 

3 Comments 3
QuickBooks Team
QuickBooks Team

Want to know what my Virtual Assistant help me in running my QB.

Thanks for checking in with us, Ellechim.


Financial reports give you snapshots of different areas of your business and most reports are available for all QuickBooks Online users. You can check out this article to learn which reports are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription. You can also visit this link to run all the reports you need: Reports for QuickBooks Online International


QuickBooks Online makes it easy to record business expenses. Entering your income and expenses gives a more complete picture of your business and profit. To learn more about this one, just refer to this article: Enter and manage expenses in QuickBooks Online.


To have a birds-eye view of your 2020 data, we can access the Dashboard. Where you can select the date range of the displayed figures for Expenses, Sales, and Profit and Loss by clicking the drop-down arrow. Then, have a clear picture of your finances, you can turn on the Dashboard Cash Flow widget. Here's how to enable this feature:


  1. Go to the Settings/Gear icon.
  2. Click QuickBooks Labs.
  3. Select Cash Flow Dashboard Widget and turn it ON.
  4. Once done, refresh your QBO.


To learn more about your QuickBooks Online dashboard, please see this article: An introduction to the home dashboard.  Feel free to visit the Help Article page for your Virtual Assistant to have an idea on how to run your business in QBO. 


Should you need anything else, don't hesitate to comment below. I'm always around to help. Stay safe and take care always.

Level 1

Want to know what my Virtual Assistant help me in running my QB.

Thank you. I checked the various reports available in my subscription but I can't figured it out if what specific reports should I run for my personal and business transactions. My transactions are mixed. And can't figured this out how to customize them. 


Can I ran specific Chart of Accounts report? And customize it in business or personal transactions? Is that possible? 

QuickBooks Team

Want to know what my Virtual Assistant help me in running my QB.

Thanks for updating us on this, Ellechim. It can be challenging when you can't find the specific report to run. I'm here to help you with that.


The Account List or Chart of Accounts report will only show the balances. We can run the Transaction Detail by Account instead. I'll show you how:

  1. Go to Business overview and select Reports.
  2. If you have the old interface, go to Reports.
  3. On the search bar, type in Transaction Detail by Account.
  4. Click Customise.
  5. Set the correct report period.
  6. Go to the Filter section.
  7. Choose the drop-down menu beside Account.
  8. Select the account that has your business transactions.
  9. Click Run report.
  10. You can export the report by clicking the Export icon.
  11. Repeat the steps to filter the personal transactions.


For more details, please see this article: Run Report in QuickBooks Online.


Additionally, I've included an article that'll help you save your current customised settings in QuickBooks Online. This ensures you can easily access them in the future: Memorise Reports in QuickBooks Online.


I'll be glad to help you again if you have more questions about running reports. Please add the details in the comment section.