SOLVED•by QuickBooks•QuickBooks Online - International•20•Updated 3 weeks ago
Learn how to run a report in QuickBooks Online.
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.
Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.
Set up general report preferences
Before you get started, 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 either Accrual or Cash. Note: Reports default to the accounting method you set here.
Select the More actions dropdown, then select Email report.
Enter or update the recipient's email address, subject, email body, and file name. Note: To send a report to multiple email recipients, separate the email addresses with commas.
Select either Excel, CSV, or PDF for the file format.
You can adjust the layout of your report before you print it.
Select the Export/Print dropdown.
Select Print/Save as PDF.
Select the Orientation dropdown.
Select Portrait or Landscape.
If the columns still don't fit:
Resize columns in a report.
Remove unnecessary columns.
Make the margins smaller.
Change the orientation to landscape.
Print on legal-size paper.
Scale the page by a percentage.
Check your printer setup properties to see if your printer driver supports scaling.
Use the smart page break option
Select the Smart page break checkbox to group related items together. This automatically breaks the page at logical areas for easier reading when you print a report.
Note: The option to print using smart page breaks varies based on the report you’re in.
Use the repeat header option
Select the Repeat header checkbox so the header appears on every page of the report you’re printing.
Update the header and footer of a report
Go to your browser settings to remove the QuickBooks Online URL and other information at the top and bottom of a report. You can view articles provided by Chrome, Firefox, and Safari for instructions.
Do more with reports in QuickBooks
Learn more about report features and specific reports to get the info you need:
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