QuickBooks makes it easy for you to create accurate financial reports and organise your financial data.
Get a better picture of your business
See how your business is doing
Customise your reports
Keep track of overdue invoices
What can be reported
Create profit and loss statements
The profit and loss statement is one of the most important tools for business owners. Also called an income statement, it details whether the business is operating at a profit or a loss for a specific period of time. QuickBooks Online makes it easy to produce 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 such as your cash at hand, machinery, current debts, and long-term bank loans. Compare these figures from period to period, 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.
Do you need a real-time snapshot of your business? Use QuickBooks charts and graphs to compare year-on-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 and balance sheets—on your QuickBooks dashboard. Use the cash flow statement to track what's coming in and going out. Every business is different; use QuickBooks financial reporting to tailor your reports to see the information that is most important to you and your business.
Set yourself up for success
Prepare for the future. Create a spending roadmap to track your progress towards your business goals. Financial reporting helps track current trends allowing you to make informed business decisions. Give investors the financial information needed to approve any loans.
Customise professional reports
Do you want to create and share a professional summary of your finances and small business data with business partners? Use the QuickBooks business report template to tailor your reports. Keep your accountant in the loop with email updates.
Keep track of who owes you
Keep tabs on your open invoices, customer balances, and past due amounts with the Customer Balance Summary or Accounts Receivable Aging Summary accounting reports.
Work with a bookkeeper
Your accountant can access your reports online. All custom reports are prepared and delivered according to your unique business needs.
Track where you make your money
Use the revenue stream dashboard to identify your top money makers. Create custom reports to view sales trends, so you can do more of what’s working and less of what’s not.
Available only in QuickBooks Online Advanced.