Easy Tech TutsHow to Run Reports in QuickBooks Online Easily 2026
By Impran M N
Running reports in QuickBooks Online gives you real-time visibility into your business's financial health, whether you're tracking cash flow, preparing for tax season, or presenting insights to stakeholders. This guide covers accessing, customizing, and interpreting reports.
01Access the reports section
Navigate to the main reporting area within QuickBooks Online where all available report types are listed.
02Choose the report type you need
Select from options like profit and loss, cash flow, or balance sheet based on what insight you're looking for.
03Customize the report parameters
Adjust date ranges, filters, and grouping options to focus the report on the specific data you need.
04Run and review the report
Generate the report and analyze the results, looking for trends or figures relevant to your current decision-making.
05Save or share the report
Export or share the finished report with stakeholders, accountants, or team members as needed.
Frequently asked questions
What are the most commonly used reports in QuickBooks Online?
Profit and loss, balance sheet, and cash flow statements are among the most frequently used reports for general business monitoring.
Can I automate report generation in QuickBooks Online?
Yes, QuickBooks Online allows scheduling for certain reports so they can be automatically generated and sent on a recurring basis.
Can reports be customized for specific business needs?
Yes, most reports offer customization options like filtering by customer, class, or date range to fit your specific analysis needs.
Is running reports in QuickBooks Online suitable for beginners?
Yes, the reporting tools are designed to be approachable for beginners, while still offering enough depth for more advanced financial analysis.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
