QuickBooks makes it easy to create accurate business reports and organize your data.
Get a better picture of your business
See how your business is doing
Get a 360° view of your sales. Filter your data by customer, product, project, or location.
Create custom reports
Access up-to-date financial reports, including balance sheets, tax reports, cash flow statements and, profit and loss statements, or create your own customized report.
Keep track of overdue invoices
See all outstanding invoices in one click. See who owes you what.
What can be reported
Generate profit and loss statements
The profit and loss statement is one of the most important tools for business owners. Also known as an income statement, it details whether the business is operating at a profit or a loss.
QuickBooks Online makes it easy to view the profit and loss statement in just a few clicks so you can easily evaluate where you can reduce expenses, grow revenue, and increase profit.
Custom balance sheets
QuickBooks makes it easy to identify trends in your business from month to month, or year to year. On the balance sheet, you’ll have your asset and liability figures.
These include your cash at hand, machinery, current debts, and long-term bank loans. Compare these figures from time to time, to help you spot the strengths and weaknesses in your business, helping you make smart decisions about how to invest and grow in the future.
Get a snapshot of how your business is doing in real-time. Use QuickBooks charts and graphs to compare year-over-year income and expenses.
Business reporting made easy
Clear financial reporting leads to better business decisions. Get real-time small business insights with financial statements like income statements, balance sheets, VAT and cash flow statements.
You can quickly access all these on your QuickBooks dashboard. Track inflows and outflows. Every business is different. Customize your reports to see the data that matters most to you.
Set yourself up for success
Prepare for the future. Create a spending roadmap to ensure you reach all your business goals. Monitor current trends to make informed business decisions. Provide investors with the financial information they need to approve your loan.
Customize professional reports
Create and share a professional summary of your finances and small business data with business partners. Customize your reports with the data that matters most and keep your accountant posted with email updates.
Know who owes you
Use QuickBooks financial reporting software to easily keep track of your unpaid invoices, customer balances, and past due amounts with accounting reports like the Customer Balance Summary or Accounts Receivable Aging Summary.
Work with a bookkeeper
Easily collaborate with your accountant who can access your reports online. Your accountant will be able to prepare and deliver custom financial reports according to your unique business needs.
Monitor your top money makers
Unlock key insights about your business with the revenue stream dashboard. Create custom reports and view sales trends. This way, you can do more of what’s working and less of what’s not.
Available only in QuickBooks Online Advanced.