Run and Customize Reports in QuickBooks Online
May 16, 2024 ⚊ 1 Min read ⚊ Views 30 ⚊ TECH
Running and customizing reports in QuickBooks Online helps you understand your business’s financial health. To run a report, log in to QuickBooks Online and go to the Reports tab. Here, you’ll find various report categories like Sales, Expenses, and Profits and Losses. Click on the report you need, such as the Profit and Loss report, to see an overview of your income and expenses. To customize a report, click on the Customize button. You can choose the date range, add or remove columns, and filter the data to focus on specific information. For example, you can filter the Profit and Loss report to see your income and expenses for a particular month or quarter. Customizing reports in QuickBooks Online helps you tailor the information to your needs, making it easier to analyze your finances and make informed decisions for your business.
