With just a few clicks, you can whip up some snazzy financial statements that are ready to be emailed or printed. Customize your reports with a cover page, table of contents, preliminary pages, reports, and closing notes/comments in a snap!
There are two standard packages available. They are:
Basic Company Financials: In addition to the Cover Page, Table of Contents, and Closing Comments, this package includes a Profit and Loss Statement, Balance Sheet, and Statement of Cash Flows. You can add reports (up to 15 total) to customize your package.
Extended Company Financials: This set of reports includes all reports in the Basic Company Financials plus an A/R Aging report and A/P Aging report.
You can customize the ready-to-use report packages already in QBO easily. Make the reports represent your needs by choosing “Edit” under the “Action” column:
Once you are in the Edit function, you can begin customizing. Here you can:
By clicking on the pages on the left pane, you can modify and add reports (or remove reports).
Once you have modified the report package, you can save the template to save time going forward. At this point, you can save and send it via .pdf or a .docx file.
Management Reports are one way to convey meaningful information about your small business and put your financial information in a professional format. There are several reports available in QuickBooks. Need help generating these reports? Contact us or visit our blog to read more QuickBooks reporting. We make QuickBooks work for you! We also can review your QuickBooks file and give you a diagnosis. Learn more below!