QuickBooks Online Users
Once you’re logged into QuickBooks Online, click Reports on the left menu. You’ll then be taken to the Reports page where you will see three tabs:
- All
- Custom Reports
- Management Reports
Under the “All” tab, you’ll see a list of Favorite reports. Click on any of those names to see the individual report.
Under the “Custom Reports” tab, you’ll find all of the financial reports we’ve generated for you for the period. Click on any of those names to see the individual report.
Now give yourself a gold star.
QuickBooks Desktop Users
After you’re logged into your QuickBooks Desktop account, locate Reports on the top Menu bar and select the drop down Memorized Reports.
You’ll see a list of memorized financial reports that we have prepared for your review.
Double-click on any of the report titles to generate and view each report.
You get a gold star.
