Handout 24

Creating a QuickReport from a list, register, or form

*When you’re in¼*	*The QuickReport shows you¼*
A register (with a transaction selected)	All transactions in that register for the same name
A form (invoice, bill, or check)	All transactions for that particular customer, vendor, or payee
A list (with an item or person selected)	All transactions for that item or all open transactions for that person

Handout 25

Preset report types in QuickBooks

Company & Financial reports include the following:

§ Profit and loss reports give you a global view of your company's income, expenses, and net profit or loss over a specific period of time.

§ Balance sheet reports show the financial position of your business by listing assets, liabilities, and equity.

§ Cash flow reports show the net change in your cash during a period.

Customers & Receivables (accounts receivable) reports give you information about the “receivables” side of your business: which invoices are due (or overdue), how much each customer owes your company, and so on.

Sales reports give you information about what you have sold and to whom.

Jobs & Time reports (QuickBooks Pro only) give you information on job profitability, item profitability, how your estimates compare to actual costs, and how much time you and your employees are spending on various projects.

Vendors & Payables (accounts payable) reports give you information about the “payables” side of your business, including which bills are due, your sales tax liability, and your current balance with each vendor.

Purchases reports give you information about your purchases.

Inventory reports give you information about the status (such as the quantities you have on hand or on order) and the value of your inventory.

Employees & Payroll reports give you information about your payroll expenses and liabilities.

Banking reports include check detail, deposit detail, and missing check reports.

Accountant & Taxes reports include income tax summary, income tax detail, general ledger, trial balance, journal, transaction journal, and audit trail reports.

Budget reports show how your income and expenses compare to the budgets you have set up.

List reports give you a way to display information from your QuickBooks lists.

Handout 26

Seeing more of an onscreen report

*Click…*	*To do this…*
Hide Header	Hide everything in the report header (company name, report title, date range, today's date, etc.). This button does not affect the printed report.
Show Header	Display the report header you previously hid.
Collapse	Hide subaccounts, jobs, and subclasses; by summarizing their amounts under the main heading. This button affects both the onscreen and printed report.
Expand	Display the subaccounts you previously hid.

Handout 27

QuickInsight graph types

§ An income and expense graph shows your income and expenses for the period you specify.

§ A sales graph shows your company’s sales income for the period you specify.

§ An accounts receivable graph shows how much your customers owe.

§ An accounts payable graph shows how much you currently owe your vendors.

§ A net worth graph shows changes in your company’s net worth.

§ A budget vs. actual graph lets you see the variance between your budgeted amounts and the actual amount you earned or spent.

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This page was last updated on 04/14/06.

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