Chapter 14

Utilizing QuickBooks Reports

IN THIS CHAPTER

Bullet Navigating the Reports page

Bullet Knowing how to locate a report you want

Bullet Printing and customizing reports

Bullet Sending reports to Excel, PDF, or Google Sheets

Bullet Using Spreadsheet Sync to customize reporting

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. Advanced subscribers can also use the Spreadsheet Sync feature to create custom reports and graphs in Microsoft Excel that are directly tied to your books, meaning that you can refresh the reports at any time to pull in the latest details from QuickBooks.

Looking at the Reports Page

When you click Reports (Business Overview ⇒   Reports) on the left menu bar, you see a page like the one shown in Figure 14-1.

FIGURE 14-1: The Reports ...

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