Tuesday Tech Tip: QuickBooks Custom Reports
Did you know 90% of small businesses struggle with understanding their financial data? Understanding your business finances doesn’t have to be complicated. QuickBooks Custom Reports make it easy to focus on what matters most, from cash flow trends to profit margins. With just a few clicks, you can generate insights that drive smarter decisions.
How to Create Custom Reports in QuickBooks:
- Go to Reports in QuickBooks Online.
- Select a pre-built report like Profit and Loss or Sales by Customer.
- Click Customize Report to filter by date range, customer, or specific categories.
Save the customized report for quick access in the future.
Don’t let financial data overwhelm you. A Chandler CPA, like AZ Easy CPA, can help you create the right custom reports to keep your business on track.
Need help with your business finances? Contact Us! We offer monthly accounting and bookkeeping services, clean-up projects for past years, QuickBooks training, and phone consultations to help you stay on track.
