November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
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Chapter 6
Exploring QuickBooks Reports
IN THIS CHAPTER
Identifying must-see reports
Customizing and saving report layouts
Working around charting limitations
Accounting reports are like your business’s annual physical — except less awkward and more useful year-round. They help you keep tabs on your financial health and dive into the nitty-gritty when something feels off. Whether you’re analyzing profitability, chasing down overdue invoices, or trying to justify that espresso machine to the budget committee, QuickBooks reports can help you get there.
In this chapter, I explore how to spot your new favorite reports and then dive into customizing and saving them to avoid repetitive clicks. I also cover how to send your handiwork out into the world — via email, PDF, spreadsheet, or a printer that may or may not jam. Things may get a bit surreal at points, as many reports are in an identity crisis: Modern View or Classic? Paper or plastic? By the end of the chapter, you’ll be able to make sense of QuickBooks’s reporting madness — and maybe even enjoy it. Don’t worry. I won’t judge if you do.
But hey, what do you call an accounting program that doesn’t have any data? A shell company! ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.