How to Pull QuickBooks Reports for Your Business
If you’re looking to generate reports for your business using QuickBooks, you’re in the right place. In this article, we will guide you through the steps to pull useful reports that can help you analyze your business performance. Let’s get started!
Accessing QuickBooks Reports
To begin, open QuickBooks and navigate to the Reports tab located in the left-hand menu. Here, you will see various categories of reports that are available for you to access. These categories include:
- Business Overview
- Who Owes You
- Sales and Customers
Choose the category that corresponds to the report you need. For instance, if you’re interested in financial health, you may want to select either the Profit and Loss or Balance Sheet report.
Customizing Your Report
Once you’ve selected a report category, tap on the three dots (â‹®) next to the report you want to customize. Choose the Customize option to adjust the report according to your specific needs. The customization options allow you to:
- Set the date range
- Filter by customers or products
- Choose the report format
Make sure to set these parameters to generate the most relevant report for your business.
Running the Report
After you’ve customized your report with the desired criteria, click on the Run Report button. QuickBooks will generate the report based on your selections, allowing you to view the data you need.
Saving Your Report for Future Reference
Once the report is generated, you’ll want to keep it for future use. To do this, click on the Save Customization button. This will allow you to easily access this customized report later without needing to start from scratch.
Exporting Your Report
If you need to share your report or save it in a different format, QuickBooks provides an easy way to export it. Simply click on the Export button, and you will have the option to choose between exporting your report as an Excel file or a PDF. Select the format that best meets your needs.
Conclusion
And that’s it! You’ve successfully learned how to pull and customize reports in QuickBooks Online. By following these steps, you can efficiently generate the reports your business needs to make informed decisions. Thanks for reading, and happy reporting!
