Quickbooks Reports for QB Online 2013

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Quick Note: Re-arrange Menu to most important Reports

Benefits of Quickbooks Reports for QB Online 2013

Company Snapshot
- Gives you visual of how your income and expense are looking.
- Measures the Top 5 of each Group again each other
- Shows you where you make the most income and where you spend the most money
- Easily navigates to details by clicking on item
- Comparison below to previous year which can be filtered by single accounts
- Shows a preview or A/R and A/P

Company ScoreCard
- Measures your Company versus the Industry
- Make sure Peer Group is Set Properly
- Compares Income (Graphs and Details) -- Set Date Range
Reports For Customers
- Customer Balance Detail (Open and Running Balance)

Collections Reports
- Similar to Customer Balance Report but more detailed
- Has days past due and customer info

Customize and Memorize Reports
- Example -- Any Report
- Customize - Add and Delete Columns
- Then Click Memorize to Save Report
- Go to Reports / Memorized Reports and it will bring it up
- You can Schedule Email Report
Check out Quickbooks Tutorial

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