Reports


Most recent articles



Company Snapshot: What’s going on in your business?

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The Company Snapshot is a great way to keep a bird's eye view on what's going on in your business. The cool thing is that you can customize it to show you the information that's important to you. About the Company Snapshot Use the Company … [Read more...]

Cash vs. accrual-based accounting: What does it mean?

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In my opinion, one of QuickBooks’ best features is its ability to run financial reports like a Profit and Loss Report on both a cash and accrual basis. But I’m often asked by my clients “What does that mean? What is Cash vs. Accrual?” I’ll try to … [Read more...]

Get more insight with customer and job types

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When you're running reports, would it help to know what group of customers are generating the most sales? If you knew that, then you could identify areas to focus your business. You can do this with customer types. For example, if you have … [Read more...]

Video: QuickReport is an easy way to get to report data

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The QuickBooks for Mac team shows you a feature you may not know about: QuickReport. You can access QuickReport in many of the lists in QuickBooks to get to report data without having to go to the Reports menu. QuickReports Throughout … [Read more...]

Video: Introduction to Reports

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QuickBooks for Mac has partnered with Ben Hess of Bay Area Pictures for a series of videos on how he uses QuickBooks. In this video, Ben talks about how reports are an important part of his business. Video Script Hi I'm Ben, a Silicon Valley … [Read more...]

Video: Bookkeeping 101

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This one is an oldie, but a goodie. We've had this video in past versions of QuickBooks for Mac. It's a little dated in the look and feel, but still has some great information. If you're brand new to running your business with QuickBooks, it's a good … [Read more...]

Pitfalls of managing your business by bank balance

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Many small business owners make financial decisions based on how much cash they have in the bank. Unfortunately, there are a number of pitfalls to managing your business this way. Let’s explore some ways that business owners manage by bank balance, … [Read more...]

Video: Customizing Reports

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Will Lynes, Product Manager for QuickBooks for Mac, describes how you can customize reports in QuickBooks 2011 for Mac. If you've used QuickBooks for Mac in the past, you'll see that we've made some changes to make reports an even more powerful tool … [Read more...]

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