Accounting reports for small businesses
Real-time dashboard with customisable reports
See a real-time view of where your business stands so you can make smart business decisions. Get up-to-date financial statements, including balance sheet, profit & loss and cash flow statements.
Keep tabs on your cash flow
See what's coming in and what's going out with a cash flow statement. Our cash flow planner shows you what your finances could look like in 90-days’ time.
Keep track of overdue invoices
Check the payment status of any invoice in seconds from your laptop, smartphone or tablet. See all unpaid and late invoices in real-time to chase for payments or let QuickBooks send automatic reminders for you.
Customise your reports
Your business is unique. Tailor your reports to see the information that matters most to you. Custom reports let you see your finances over a period of time, in a way that makes sense for your business.
Import data automatically
Connect your bank accounts to access up to 2 years of historical data. Your transactions are instantly pulled into QuickBooks and reconciled for you.
Frequently asked questions
What are accounting reports?Accounting reports show you the financial position of your business over a period of time. They are a useful source of information for business owners to help you see where you're making and spending money.
What's a profit and loss statement?A profit and loss statement is a legal requirement for limited companies, and for sole traders earning over £50,000 a year. A profit and loss statement not only keeps track of your income and outgoings, but also helps spot how the business is performing.
What is cash flow and why is it important?“Cash flow” is a term that refers to how cash moves in and out of your business and your bank account. Cash inflows are your sources of income, and cash outflows are your business expenses. A cash flow forecast gives you a clear picture of the current state of your business. It helps you see how long you can maintain your business, based on the typical patterns of bringing in and spending money.
What types of reports are there in QuickBooks?
- Balance sheet including retained earnings
- Profit and loss statement
- Income statement
- Annual reports
- And more
Can I import data from my Excel spreadsheets into QuickBooks?Yes. You can import Customer, Supplier, Items, and Chart of Accounts from an Excel spreadsheet in several ways.
How do I share my reports with my accountant?You can schedule recurring reports to email your accountant at a frequency of your choice. If they are using QuickBooks, you can give them access to view your financial reports from any point in time in their dashboard.