Boost Your Business Efficiency with QuickBooks Online's Management Reports

QuickBooks Online provides numerous reporting alternatives enabling clients to assess the financial performance of the business. Nevertheless, it may be necessary for clients to aggregate several reports for the purpose of presenting them to stakeholders.

Creating Impactful Management Reports

Clients can create a management report from scratch by selecting Create management report. Alternatively, they can choose a template to use. To do that, select the down arrow in the Action column next to the required template and select Duplicate.

 

Note that the default template options differ according to who’s accessing the Management reports tab and from where.

Templates accessible to clients in their company account:

• Company Overview
• Sales Performance
• Expenses Performance

Templates accessible when accessing a client’s books via QuickBooks Online Accountant:

• Basic Company Financials 
• Expanded Company Financials

Once the template has been duplicated, select Edit from the options to start customizing it. 

QuickBooks Online logs who created the report and when it was last modified. Clients can also define the report period.

 Customization options

Once clients create a new management report or start editing a duplicated template, a panel appears on the left with the sections to customize.

 

Exporting management reports

Before saving or printing the management report, clients can preview it by selecting the Print or Preview option at the bottom of the page.

 

In the Management reports section within the Reports center, individuals have the ability to export the data in either PDF or DOCX format. Subsequently, this report can be appended to electronic correspondence, or physically printed and disseminated based on requirements.

Once the clients are happy with the editing of the report, they need to select Save.