REPORTING

See where you are and plan where you’re going

With real-time financial reports in QuickBooks, you can get a clear view of your business—today and further down the road.

The performance centre reports dashboard in QuickBooks Online.

The big picture, in focus

Stay on top of the numbers with our straightforward reporting tools.

A man with measuring tape resting over his shoulders works on a tablet. A pop-up shows a profit and loss statement.

See the big picture of how your business is doing with financial reports like income and cash flow statements, balance sheet summaries, and more.

A woman looks intently at her laptop. A pop-up shows a sales report dashboard in QuickBooks Online.

Customize your dashboard to show the snapshots and reports that matter most to you.

A smiling woman looks at her tablet. A pop-up shows the planner dashboard in QuickBooks Online.

With the right information at the right time, you can make better business decisions now and better prepare for tomorrow.

Track and share how your business is doing

QuickBooks makes it easy to monitor and share how your business is performing.

Customize and share professional reports

Customize and share professional summaries of financial reports like income statements, balance sheets, cash flow, profit and loss, and more.

Measure your performance

Access the performance center, custom report builder, and custom reporting fields with a QuickBooks Advanced subscription.

Know who owes you

Review open invoices, customer balances, and past due amounts with accounting reports like Customer Balance or Accounts Receivable Aging summaries.

A profit and loss report in QuickBooks Online

Your business performance, at a glance

Access all of these reports to clearly see how your business is doing.

Profit & Loss Statement
Cash Flow Statement
Income Statement
Balance Sheet Summary
Sales Tax Report
Accounts Receivable Report
Invoicing Report
Payroll Summary Report

Find a plan that’s right for you

Frequently asked questions

Why is reporting important to my business?

What kinds of reports do I have access to in QuickBooks?

What is a financial statement?

Can my accountant access my reports?

More ways to learn about financial reporting

Find more of what you need with these tools, resources, and solutions.

Visit the blog

An over the shoulder view of a man working on his tablet.

ARTICLE

A guide to financial statements with template

Handling your small business finances requires more than just knowing what’s in your bank account. In this article you can download free financial statement templates that will give you a deeper understanding of your business’ finances.

The hands of two workers looking at reports on a large tablet.

ARTICLE

Why is financial reporting important?

In this article, discover why financial statements are important and what financial reporting should mean to you as a small business owner.

A man works on his laptop inside his workshop.

ARTICLE

How to build financial projections for your startup

Payroll periods with a lower frequency help save time and money on payroll processing costs. Learn about the steps you need to take to successfully make the switch.

Let’s build your business together

See plans & pricing

Important offers, pricing details and disclaimers

QuickBooks Online Discount Offer Terms: Discount applied to the monthly or annual list price for QuickBooks Online (“QBO”) as stated above, starting from the date of enrollment, followed by the then-current monthly or annual base price (depending upon your purchase). Your account will automatically be charged on a monthly or annual basis (as applicable) until you cancel. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO customer and sign up for the monthly plan using the “Buy Now” option. This offer can't be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

QuickBooks Online Free 30-day Trial Offer Terms: First thirty (30) days of the QuickBooks Online (“QBO”) subscription, starting from the date of enrolment is free. At the end of the free trial, you’ll automatically be charged and you’ll be charged on a monthly basis thereafter at the then-current price for the service(s) you’ve selected until you cancel. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO customer and sign up for the monthly plan using the “Free 30-Day Trial'' option. This offer can't be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. If you cancel within the first 30 days you will not be charged. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

QuickBooks Payroll: Sold separately. The above stated discount price is available only to new QuickBooks customers, starting from the date of enrollment through the term period stated above. The monthly subscription price excludes HST/GST. Offer valid for a limited time only. You must select the Buy Now option. Offer not applicable with free trial. Following the offer, you will be automatically charged monthly at the-then current QuickBooks Online subscription fee + the-then current per employee fee, plus all applicable taxes, until you cancel. The employee fee is charged per unique active employee that has run a payroll during the monthly billing cycle. To cancel your subscription, learn more here. A valid credit card is required to continue using QuickBooks Online Payroll. Terms, conditions, pricing, features, service and support are subject to change without notice. Canada only.

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.