Understand QuickBooks Online Reports
I explain QuickBooks Online core reports — Profit & Loss, Balance Sheet, and Cash Flow — and show how they connect. I can also work with you to set up custom reports to show you what is important to you and your business. Understand QuickBooks Online Reports service can show you basic overview for beginners and/or advanced analysis and custom reports for experienced owners.
I helped a small business owner see the difference between the 3 big reports as well as create some custom reports for specific classes. I have a client with multiple properties which are set up in classes. We customized a couple reports to really show him the money flows per property and he can now see that flow per month, per quarter, and per year. Job Costing is another part of reports – find our blog on this and more here. Organizing your finances with QuickBooks Online is really just the first step. Without knowing the reports, you won’t know how to see your business trends and know how each of your assets are doing. Let’s get you in the know!
more2heather@gmail.com | (206) 227-6128