- Memorize a report using any customization you applied.
- Designate a report as a Favorite.
- See a list of the most Recent reports you ran.
- Explore reports beyond those included with QuickBooks, Contributed by Intuit or other parties.
1. Budget vs Actual
2. Budget Overview
It is just what it sounds like: a comprehensive accounting of your budget for a given period. Profit & Loss Budget Performance is similar to Budget vs Actual. It compares actual to budget amounts for the month, fiscal year-to-date, and annual. Budget vs Actual Graph provides a visual representation of your income and expenses, giving you a quick look at whether you were over or under budget during specific periods.
3. Income & Expense Graph
You’ve probably been watching your income and expenses all year in one way or another. But you need to look at the whole year in total to see where you stand. This graph shows you both how income compares to expenses and what the largest sources of each are. It doesn’t have the wealth of customization options that other reports due, but you can view it by date, account, customer, and class.
4. A/R Aging Detail
5. A/P Aging Detail
6. Sales by Item Detail
QuickBooks offers some reports in the Company & Financial and Accountant & Taxes categories that you can create, but which really require expert analysis. These include Balance Sheet, Trial Balance, and Statement of Cash Flows. January is a good time to run reports you didn’t have time to do in December. We can help–call us at 256-337-5200 to scheduled an appointment.