How to Create Standard Reports in QuickBooks Online – Instructions

How to Create Standard Reports in QuickBooks Online: Video

            This video lesson, titled “How to Run Standard Reports in QuickBooks Online,” shows you how to create standard reports in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Overview:

How to View the Standard Reports Page in QuickBooks Online:

            QuickBooks Online Plus contains many standard reports you can run with a single click. To see the standard reports in QuickBooks Online, hover over the “Reports” button in the Navigation Bar and then click the “Standard reports” link or click the “Standard reports” link in the “Reports & Analytics” bar if that bar already appears onscreen. Either way, the “Standard reports” page then appears to the right.

How to Navigate the Standard Reports Page:

            The “Standard reports” page contains links to all the standard reports in QuickBooks Online. You can scroll up and down the page to view the standard reports, which are grouped into collapsible and expandable report categories. To expand or collapse a report category, click its name.

How to Run a Standard Report or View a Report Description:

            To run a report within a report category, click its name. To see a brief report description, hover over the name of the report until you see a question mark icon appear. Then click the question mark icon to show a description below the report name.

How to Add a Report to or Remove Report from the Favorites Report Category:

            To add a report into or remove a report from the “Favorites” report category, which appears at the top of the report categories in the “Standard reports” page, click the “Star” icon to the right of the desired report’s name to toggle its favorite status on or off.

How to Open a Report and Immediately Customize It:

            To open a report and immediately customize it, click its triple-dot icon and then select the “Customize” command in the menu that appears.

How to Find a Report by Name:

            To find a report by name, start typing its name into the “Type report name here” search field at the top of the page to show a drop-down list of matching report titles. Then click the desired report name in this drop-down list to immediately open it.