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Intuit
Intuit
posted
‎September 25, 2019 06:10 PM
last updated ‎July 27, 2022 9:55 AM

Run reports in QuickBooks Online

SOLVED•by QuickBooks•QuickBooks Online - India•4•Updated 6 days ago

Learn how to run basic reports in QuickBooks.

Financial reports give you a snapshot of your business. There are dozens of reports that tell you about different aspects of your business. Some focus on sales, others focus on your spending, and some look at parts of each.

Here's an overview of how to run basic reports.

And if you want more details, you can customise reports to focus on specific accounts or filter for specific things.

Run basic financial reports

  1. Go to Reports.
  2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
  3. Select the report to open it.

Note: If you change the dates or add filters to the report, select Run report to apply them.

Learn more about customising financial reports.

Watch the below video for an overview on the reports feature in QuickBooks. Use the reports centre to gain additional insights about your business.

Run reports for specific accounts

You can also focus on a specific account instead of running reports for everything.

  1. Go to Settings ⚙ and select Chart of accounts.
  2. Find the account.
  3. Select the Account history dropdown list in the Action column.
  4. Select Run report.

When you have a report open:

  1. Select the Printer icon.
  2. Adjust your print settings as needed.
  3. Select Print.

Smart page breaks

Select Smart page breaks to automatically keep items that belong in the same group together and break to the next page at logical areas for ease of reading when you print, email, or save a report.

Note: The option to print using smart page breaks will vary based on the report you are in.

Repeat page header

Select Repeat page header and we will automatically make sure the header appears on every page of the report you are printing, emailing, or saving.

Format printed reports

You can adjust the layout of your reports before you print. In the Orientation dropdown, select Portrait or Landscape. If you are printing wide reports, select Landscape from the Orientation dropdown.

If the columns still don't fit:

  • Resize columns in a report.
  • Remove unnecessary columns.
  • Make the margins smaller.
  • Change the orientation to landscape.

When you have a report open:

  1. Select the Email icon.
  2. Check report preview, then select Email.
  3. Enter or update recipient email address, subject, email body and report title.
  4. 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).

When you have a report open:

  1. Select the Export icon.
  2. Select Export to Excel or Export to PDF.

For detailed steps, here's how to export reports to Excel.

Set up general report preferences

  1. Go to Settings ⚙ and select Account and settings
  2. Select Advanced.
  3. In the Accounting section, select the pencil icon.
  4. Select the Accounting method dropdown and choose Accrual or Cash.
  5. Select Save and then Done.

Do more with reports in QuickBooks

Learn more about report features and specific reports to get the info you need:

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