Commonly-used QuickBooks reports
Click the report name to learn more about what the report tells you and how to find and run it.
Use these reports
To find out how well your company is doing
Profit & loss standard
How much money your company made or lost over a specific period of time. This report is also called an income statement.
Profit & loss by class
How much money your company made or lost on each business segment that is tracked through QuickBooks classes.
Balance sheet standard
The value of your company (its assets, liabilities, and equity), showing the individual balances for each account.
Statement of cash flows
The cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time.
Use these reports
To find out how much your customers owe and when it is due.
Open invoices
Which customer invoices or statement charges haven't been paid and when they're due.
Customer balance detail
The payments and invoices that make up each customer's current balance.
Accounts receivable aging summary
How much each customer owes and how much of each customer's balance is overdue.
Use these reports
To find out how much money your company owes and how much of it is overdue
Vendor balance detail
Your company's company's total purchases, broken down by transaction, from each vendor.
Purchases by vendor summary
Your company's total purchases from each vendor.
Unpaid bills detail
How much your company owes each vendor, and whether any payments are overdue.
Use this report
To find out about account activity
Transaction detail by account
Recent transactions (and their subtotals) for each account in your Chart of Accounts.
Use these reports
To find information about your employees, payroll, and payroll-related expenses
Payroll summary
The accumulated totals for the payroll items (taxes withheld, and so on) on each employee's recent paychecks.
Payroll item detail
The line-by-line breakdown of each recent payroll transaction, by item.
Payroll transaction detail
The line-by-line breakdown of each recent payroll transaction, by employee.
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