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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.

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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.
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Measure your performance

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

More ways to learn about financial reporting

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

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

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