Reports Section in Quickbooks 2013
Play the Quickbooks Lesson video below or skip to another lesson using the following links below.
PLAY VIDEO BELOW
Quickbooks 2013 – Reports Section
Quick Note: 3 Types of Reports (Summary, Transaction, List)
Accessing Reports is available on the Left Tab Section or Top Menu Bar.
We use Company Financials "Profit and Loss Standard" report as an example for this lesson.
There are many options for reporting. Changing dates would be the first thing to look at. They either have a preselected choice from the drop down menu, or you can manually enter a range of dates.
You can customize reports and change a few setting in there as well. One major thing to look for is "Cash vs Accrual". Most companies work off Cash. Highly recommended to make sure you set it to cash. You can even go into company preferences and update the default to "Cash".
Memorizing Reports is also another useful tool that will let you see a report based on certain settings. This is also highly recommended to use this feature.
You can also save a certain report as a favorite report. All of these can be access in the menu bar above the reports, including most recent report in case you forgot which report you just viewed.
Once you are done with your reports, you can print them, email them, and even export them onto excel and save on your computer.