Improved QuickBooks Report

Thanks in part to your feedback, the QuickBooks team has been working hard at improving reports to make them more professional looking, and easier to customize and save. We’d love for you to try what we’ve come up with so far!

You can try them out now in QuickBooks Labs before we officially roll them out to everybody in the coming months.

Here’s how to get started and what features we’d love you to take a look at.

Step 1: Turn on improved QuickBooks reports

QuickBooks Labs Redesigned Reports

Click Gear > QuickBooks Labs and turn on Redesigned Reports.

Step 2: Explore the improvements

QuickBooks Profit & Loss Report

Click Reports in the left navbar. Then click a report, for example, Profit & Loss.

Want to chat with a QuickBooks specialist and a certified accountant?
You can now chat online with a proadvisor for help and support. To start a quickbooks chat go to www.247quickbooks.com and click at the bottom right of the webpage.

Here are some of the changes to explore:

Easily access common options right at the top of the page.
Display more options by clicking Customize.
QuickBooks customize report
Replay animation
Quickly expand/collapse line items on the report.
Add notes to make your report more meaningful. For example, you can add additional commentary about business performance to a Profit & Loss report.
Click Edit header to show a logo and change the report title and subtitle.
QuickBooks add logo to report
Replay animation

Export reports to PDF format. And when you email a report, it will be attached as a PDF.
New reports1. From the Reports main page, click All Reports > Business Overview and you’ll see these new reports: Profit and Loss by Month, Profit and Loss % of Total Income, and Quarterly Profit and Loss Summary. More to come!
QuickBooks new reports

Step 3: Give us feedback

What do you think of the changes to reports? To send feedback directly to the reports team, click Tell us what you think. (We’re turning off comments on this article to make sure all your feedback goes directly to the team!)

Notes:-
Not all reports and customization options are available in all versions of QuickBooks Online.
In case you missed it, we also have a management reports feature that lets you easily customize a professional-looking package of reports, complete with cover page, table of contents, preliminary pages, reports, end notes, and other custom content.

Tags:reports
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