Chapter 10
Evaluating How the Business Is Doing
IN THIS CHAPTER
Understanding the Reports page
Finding reports
Printing and saving reports
QuickBooks Online reports help you keep tabs on the pulse of your business, as well as do a deep dive into the details whenever warranted. This chapter provides an overview of the reporting capabilities QuickBooks offers and shows how you can export reports to Microsoft Excel, PDF files, or Google Sheets.
Reviewing Income and Expenses
When you click Reports (Business Overview ⇒ Reports) on the navigation bar, you see a page like the one shown in Figure 10-1.
Reports are typically organized into three tabs: Standard, Custom Reports, and Management Reports, but Advanced subscriptions have an additional Multi-Co Reporting tab. As you scroll down the Reports page, you’ll find the Standard reports organized in the following categories:
- Favorites
- Business Overview
- Who Owes You
- Sales and Customers
- What You Owe
- Expenses and Vendors
- Sales Tax
- Employees
- For My Accountant
- Payroll
FIGURE 10-1: The Reports page.
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