I can give you an overview of the reports that can help you track your business finances in QuickBooks Online (QBO), Weukmarketing.
Running a Balance Sheet report provides a snapshot of your business's financial health, summarizing assets, liabilities, and equity for a specific date, along with detailed account balances.
Here's how:
On the other hand, running a Profit and Loss report shows your business's revenue, expenses, gains, and losses for a specified period, summarizing net income or loss to overview company performance. To do so, follow the steps below:
Additionally, you might want to visit these articles and check which reports are available in your QBO version, save the current customisation for future use, and export a custom report in Excel or PDF format:
I'll be in touch if you need additional assistance running your reports in QBO. Have a great day ahead of you.
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