BCDEFGHIJKLMNOPQRSTUVWXYZAA
1
---> Take Hector's QuickBooks Online - Custom Reports Master Class for $200
2
Report GroupReport Name (with Hyperlink)Plus/AdvancedEssentials Simple StartDescriptionTo purchase my Google Chrome shortcuts that include all these reports, go to: https://hectorgarcia.teachable.com/p/qboshortcuts
Y= Available in the Reports Menu
N= Not Available, but can be accessed via the link
N/A = The feature is not included in the QBO version
Y* = Available when you turn on Payroll service
3
Business OverviewAudit LogYYY
Shows everything that has happened in your company file so you always know who's been in QuickBooks and what they've done.
https://app.qbo.intuit.com/app/auditlog
4
Business OverviewBalance Sheet ComparisonYYN
What you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET_COMP&
5
Business OverviewBalance Sheet DetailYYY
A detailed view of what you own (assets), what you owe (liabilities), and what you invested (equity).
https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET_DET&
6
Business OverviewBalance Sheet SummaryYYN
A summary of what you own (assets), what you owe (liabilities), and what you invested (equity).
https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET_SUM&
7
Business OverviewBudget OverviewYN/AN/AAn overview of the budgeted amounts for each budget.https://app.qbo.intuit.com/app/reportv2?rptId=BUDGET_OVERVIEW
8
Business OverviewBudget vs. ActualsYN/AN/AYour actual income and expenses compared to your budgeted amounts.https://app.qbo.intuit.com/app/reportv2?rptId=BUDGET_VS_ACTUALS
9
Business OverviewBalance SheetYYYWhat you own (assets), what you owe (liabilities), and what you invested (equity).https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET&
10
Business OverviewBusiness SnapshotYYNCharts and graphs of your income and expenses and how they've change over time.https://app.qbo.intuit.com/app/report?rptId=COMP_SNAPSHOT&
11
Business OverviewProfit and Loss as % of total incomeYYYYour expenses as a percentage of your total income.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_PCT_TOT_INC&
12
Business OverviewProfit and Loss ComparisonYYNYour income, expenses, and net income (profit or loss) compared to last year.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_COMP&
13
Business OverviewProfit and Loss DetailYYN
A detailed view of your income, expenses, and net income (profit or loss). Shows individual transactions.
https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_DET&
14
Business OverviewProfit and Loss year-to-date comparisonYYYYour income, expenses, and net income (profit or loss) compared to this year so far.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_YTD_COMP&
15
Business OverviewProfit and Loss by ClassYN/AN/AYour income, expenses, and net income (profit or loss) by class.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BYKLASS&
16
Business OverviewProfit and Loss by CustomerYYYYour income, expenses, and net income (profit or loss) by customer.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BYCUST&
17
Business OverviewProfit and Loss by LocationYN/AN/AYour income, expenses, and net income (profit or loss) by location.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BYDEPT&
18
Business OverviewProfit and Loss by MonthYYYYour income, expenses, and net income (profit or loss) by month.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BY_MONTH&
19
Business OverviewProfit and Loss by Tag GroupYYYYour income, expenses, and net income listed by tag group.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BY_TAG_TYPE&
20
Business OverviewProfit and LossYYYYour income, expenses, and net income (profit or loss). Also called an income statement.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL&
21
Business OverviewQuarterly Profit and Loss SummaryYYYA summary of your income, expenses, and net income (profit or loss) by quarter.https://app.qbo.intuit.com/app/reportv2?rptId=QRTR_PANDL&
22
Business OverviewStatement of Cash FlowsYYY
Cash flowing in and out from sales and expenses (operating activities), investments, and financing.
https://app.qbo.intuit.com/app/reportv2?rptId=CASH_FLOW&
23
Who Owes YouAccounts receivable aging detailYYNUnpaid invoices, grouped by days past due.https://app.qbo.intuit.com/app/reportv2?rptId=AR_AGING_DET&
24
Who Owes YouAccounts receivable aging summaryYYYUnpaid balances for each customer, grouped by days past due.https://app.qbo.intuit.com/app/reportv2?rptId=AR_AGING&
25
Who Owes YouCollections ReportYYYOverdue invoices with due dates, days past due, and totals for each customer.https://app.qbo.intuit.com/app/reportv2?rptId=COLLECTIONS&
26
Who Owes YouCustomer Balance DetailYYNHow much each customer owes you. Shows individual invoices.https://app.qbo.intuit.com/app/reportv2?rptId=CUST_BAL_DET&
27
Who Owes YouCustomer Balance SummaryYYYHow much each customer owes you.https://app.qbo.intuit.com/app/reportv2?rptId=CUST_BAL&
28
Who Owes YouInvoice ListYYYYour invoices, ordered by date.https://app.qbo.intuit.com/app/reportv2?rptId=INVOICE_LIST&
29
Who Owes YouInvoices and Received PaymentsYYYPayments you’ve received and the invoices that go with them.https://app.qbo.intuit.com/app/reportv2?rptId=INVOICE_PAYMENT&
30
Who Owes YouOpen InvoicesYYYUnpaid invoices and statement charges, with totals for each customer.https://app.qbo.intuit.com/app/reportv2?rptId=OPEN_INVOICES&
31
Who Owes YouStatement ListYYYYour statements, ordered by date.https://app.qbo.intuit.com/app/reportv2?rptId=STATEMENT_INVOICE&
32
Who Owes YouTerms ListYYNYour terms for payment due dates and discounts for early payment.
https://app.qbo.intuit.com/app/reportv2?rptId=TERM_LIST&&orderby=OrderName
33
Who Owes YouUnbilled chargesYYN/ACustomer charges you haven't invoiced yet.https://app.qbo.intuit.com/app/reportv2?rptId=UNBILLED_CHARGES&
34
Who Owes YouUnbilled timeYYN/AProducts or services (time activities) you haven't invoiced yet.https://app.qbo.intuit.com/app/reportv2?rptId=UNBILLED_TIME&
35
Sales and CustomersCustomer Contact ListYYYPhone number, email, billing address, and other contact info for each customer.https://app.qbo.intuit.com/app/reportv2?rptId=CUST_CONTACT&
36
Sales and CustomersDeposit DetailYYYYour deposits, with the date, customer or vendor, and amount.https://app.qbo.intuit.com/app/reportv2?rptId=DEPOSIT_DETAIL&
37
Sales and CustomersEstimates & Progress Invoicing Summary by CustomerYYYEstimates by customer, invoiced amounts, and remaining amounts to invoice.
https://app.qbo.intuit.com/app/reportv2?token=CUSTOM_DETAIL_REPORT&SubToken=EST_VS_PI
38
Sales and CustomersEstimates by CustomerYYYYour estimates, grouped by customer. Shows whether they're accepted and invoiced.https://app.qbo.intuit.com/app/reportv2?rptId=ESTIMATE_LIST&
39
Sales and CustomersIncome by Customer SummaryYYNYour income minus your expenses (net income) for each customer.https://app.qbo.intuit.com/app/reportv2?rptId=CUST_INC&
40
Sales and CustomersInventory Valuation DetailYN/AN/AThe quantity on hand, value, and average cost for each inventory item.https://app.qbo.intuit.com/app/reportv2?rptId=INVENTORY_VALUATION_DET&
41
Sales and CustomersInventory Valuation SummaryYN/AN/A
Your transactions for each inventory item, and how they affect quantity on hand, value, and cost.
https://app.qbo.intuit.com/app/reportv2?rptId=INVENTORY_VALUATION_SUM&
42
Sales and CustomersPayment Method ListYYNThe payment methods (cash, check, card, and so on) you accept from customers.
https://app.qbo.intuit.com/app/reportv2?rptId=PAYMENTMETHOD_LIST&&orderby=OrderName
43
Sales and CustomersPhysical Inventory WorksheetYN/AN/A
Your inventory items, with space to enter your physical count so you can compare to the quantity on hand in QuickBooks.
https://app.qbo.intuit.com/app/reportv2?rptId=PHYSICAL_INV_WS&
44
Sales and CustomersProduct/Service ListYYY
Your products and services, with the sales price, name, description, and (optionally) purchase cost and quantity on hand.
https://app.qbo.intuit.com/app/reportv2?rptId=ITEM_PRICE&
45
Sales and CustomersSales by Class DetailYN/AN/A
Your sales, grouped by class. Includes the date, transaction type, product or service, quantity, rate, amount, and balance.
https://app.qbo.intuit.com/app/reportv2?rptId=KLASS_SALES_DET&
46
Sales and CustomersSales by Class SummaryYN/AN/AYour total sales for each class (example: your sales by product line).https://app.qbo.intuit.com/app/reportv2?rptId=KLASS_SALES&
47
Sales and CustomersSales by Customer DetailYYNYour sales, grouped by customer. Includes the date, type, amount, and total.https://app.qbo.intuit.com/app/reportv2?rptId=CUST_SALES_DET&
48
Sales and CustomersSales by Customer SummaryYYYYour total sales for each customer.https://app.qbo.intuit.com/app/reportv2?rptId=CUST_SALES&
49
Sales and CustomersSales by Customer Type DetailYN/AN/A
This report is a more detailed version of Sales by Customer Summary. In addition to the unit and sales amounts for each customer type, this report lists the transactions that contributed to each total.
https://app.qbo.intuit.com/app/reportv2?token=CUSTOMER_TYPE_SALES_DET
50
Sales and CustomersSales by Location DetailYN/AN/A
Your sales, grouped by location. Includes the total unit and sales amounts for each location.
https://app.qbo.intuit.com/app/reportv2?rptId=DEPT_SALES_DET&
51
Sales and CustomersSales by Location SummaryYN/AN/AYour total unit and sales amounts for each location.https://app.qbo.intuit.com/app/reportv2?rptId=DEPT_SALES&
52
Sales and CustomersSales by Product/Service DetailYYN
Your sales, grouped by product or service. Includes the date, transaction type, quantity, rate, amount, and total.
https://app.qbo.intuit.com/app/reportv2?rptId=ITEM_SALES_DET&
53
Sales and CustomersSales by Product/Service SummaryYYY
Your total sales for each product or service. Includes the quantity, amount, % of sales, and average price.
https://app.qbo.intuit.com/app/reportv2?rptId=ITEM_SALES&
54
Sales and CustomersTime Activities by Customer DetailYYN/AThe products and services (time activities) your employees provided to each customer.https://app.qbo.intuit.com/app/reportv2?rptId=TIME_ACTIVITIES_BY_CUST&
55
Sales and CustomersTransaction List by CustomerYYNYour transactions (income and expenses), grouped by customer.https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_BY_CUST&
56
Sales and CustomersTransaction List by Tag GroupYYYYour tagged transactions (income and expenses), listed by tag group.https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_BY_TAG_TYPE&
57
What you owe1099 Contractor Balance DetailYNNLists all the bills that make up the total amount you owe each contractor (balance).
https://app.qbo.intuit.com/app/reportv2?token=CUSTOM_DETAIL_REPORT&SubToken=contractorBalanceDetail
58
What you owe1099 Contractor Balance SummaryYNNShows the total amount you owe each contractor.
https://app.qbo.intuit.com/app/reportv2?token=CUSTOM_SUMMARY_REPORT&SubToken=contractorBalanceSummary
59
What you oweAccounts payable aging detailYYN/AYour unpaid bills, grouped by days past due.https://app.qbo.intuit.com/app/reportv2?rptId=AP_AGING_DET&
60
What you oweAccounts payable aging summaryYYN/AThe total amount of your unpaid bills, grouped by days past due.https://app.qbo.intuit.com/app/reportv2?rptId=AP_AGING&
61
What you oweBill Payment ListYYN/AThe bills you've paid.https://app.qbo.intuit.com/app/reportv2?rptId=BILL_PAY_LIST&
62
What you oweBills and Applied PaymentsYYN/APayments you’ve made and the bills that go with them.https://app.qbo.intuit.com/app/reportv2?rptId=BILL_PAYMENT&
63
What you oweUnpaid BillsYYN/AYour unpaid bills, with due dates and days past due.https://app.qbo.intuit.com/app/reportv2?rptId=UNPAID_BILLS&
64
What you oweVendor Balance DetailYYN/AYour unpaid bills and the total amount you owe each vendor.https://app.qbo.intuit.com/app/reportv2?rptId=VEND_BAL_DET&
65
What you oweVendor Balance SummaryYYN/AThe total amount you owe each vendor.https://app.qbo.intuit.com/app/reportv2?rptId=VEND_BAL&
66
Expenses and vendors
1099 Transaction Detail ReportYYYTransactions and total for each contractor and their account number, tax ID, with splits.
https://app.qbo.intuit.com/app/reportv2?token=CUSTOM_DETAIL_REPORT&SubToken=1099DetailReport
67
Expenses and vendors
Check DetailYYYThe checks you've written, with the date, payee, and amount.https://app.qbo.intuit.com/app/reportv2?rptId=CHECK_DETAIL&
68
Expenses and vendors
Expenses by Vendor SummaryYYNYour total expenses for each vendor.https://app.qbo.intuit.com/app/reportv2?rptId=VEND_EXP&
69
Expenses and vendors
Open Purchase Order ListYN/AN/AYour open purchase orders, grouped by vendor.https://app.qbo.intuit.com/app/reportv2?rptId=OPEN_PO_LIST&
70
Expenses and vendors
Open Purchase Order DetailYN/AN/A
Your open purchase orders, grouped by item and/or account. Includes the total, received, and balance quantities and amounts.
https://app.qbo.intuit.com/app/reportv2?rptId=OPEN_PO_DET_REPORT&
71
Expenses and vendors
Purchases by Class DetailYN/AN/A
List of expense transactions and bills that contain items, and inventory adjusments also included - grouped by class
https://app.qbo.intuit.com/app/reportv2?rptId=KLASS_PURCHASE_DET&
72
Expenses and vendors
Purchases by Location DetailYN/AN/A
List of expense transactions and bills that contain items, and inventory adjusments also included - grouped by location
https://app.qbo.intuit.com/app/reportv2?rptId=DEPT_PURCHASE_DET&
73
Expenses and vendors
Purchases by Product/Service DetailYN/AN/A
List of expense transactions and bills that contain items, and inventory adjusments also included - grouped by item
https://app.qbo.intuit.com/app/reportv2?rptId=ITEM_PURCHASE_DET&
74
Expenses and vendors
Purchases by Vendor DetailYN/AN/A
List of expense transactions and bills that contain items, and inventory adjusments also included - grouped by vendor
https://app.qbo.intuit.com/app/reportv2?rptId=VENDOR_PURCHASE_DET&
75
Expenses and vendors
Transaction List by VendorYYYYour transactions, grouped by vendor.https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_BY_VENDOR&
76
Expenses and vendors
Vendor Contact ListYYY
Name, company, phone number, email, mailing address, and account number for each vendor.
https://app.qbo.intuit.com/app/reportv2?rptId=VEND_CONTACT&&list=Vendors&orderby=OrderName
77
Sales TaxSales Tax Liability ReportYYYHow much sales tax you've collected and how much you owe to tax agencies.https://app.qbo.intuit.com/app/reportv2?rptId=INDIRECT_TAX_DET_AST
78
Sales TaxTaxable Sales DetailYYY
Your sales of taxable products and services. Includes the date, transaction type, customer, quantity, rate, amount, and balance.
https://app.qbo.intuit.com/app/reportv2?rptId=TAXABLE_SALES_DET&
79
Sales TaxTaxable Sales SummaryYYYYour total sales of taxable products and services.https://app.qbo.intuit.com/app/reportv2?rptId=TAXABLE_SALES&
80
EmployeesEmployee Contact ListYYYList of all your employees with their phone numbers, email, and addresseshttps://app.qbo.intuit.com/app/reportv2?rptId=EMP_CONTACT&
81
EmployeesRecent/Edited Time ActivitiesYYN/AThe time activities your employees recently entered or edited.https://app.qbo.intuit.com/app/reportv2?rptId=RECENT_TIME_ACTIVITIES&
82
EmployeesTime Activities by Employee DetailYYN/A
The products and services (time activities) each employee provided, including hourly rate and duration.
https://app.qbo.intuit.com/app/reportv2?rptId=TIME_ACTIVITIES&
83
For my AccountantAccount ListYYYThe name, type, and balance for each account in your chart of accounts.
https://app.qbo.intuit.com/app/reportv2?rptId=ACCT_LIST&&orderby=$MACRO.ACCT_LIST_ORDERBY$
84
For my AccountantBalance Sheet ComparisonYYY
What you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year.
https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET_COMP&
85
For my AccountantBalance SheetYYYWhat you own (assets), what you owe (liabilities), and what you invested (equity).https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET&
86
For my AccountantClass ListYN/AN/AThe classes you use to organize transactions and line items.
https://app.qbo.intuit.com/app/reportv2?rptId=KLASS_LIST&&orderby=OrderName
87
For my AccountantExceptions to Closing DateYYYTransactions dated before the closing date that you changed after closing the books.https://app.qbo.intuit.com/app/audithistory?view=auditexception
88
For my AccountantGeneral LedgerYYYThe beginning balance, transactions, and total for each account in your chart of accounts.https://app.qbo.intuit.com/app/reportv2?rptId=GEN_LEDGER&
89
For my AccountantJournalYYYThe debits and credits for each transaction, listed by date.https://app.qbo.intuit.com/app/reportv2?rptId=JOURNAL&
90
For my AccountantLocation ListYN/AN/AA list of your business locations.
https://app.qbo.intuit.com/app/reportv2?rptId=DEPT_LIST&&orderby=OrderName
91
For my AccountantProfit and Loss ComparisonYYYYour income, expenses, and net income (profit or loss) compared to last year.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_COMP&
92
For my AccountantProfit and Loss by Tag GroupYYYYour income, expenses, and net income listed by tag group.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BY_TAG_TYPE&
93
For my AccountantProfit and LossYYYYour income, expenses, and net income (profit or loss). Also called an income statement.https://app.qbo.intuit.com/app/reportv2?rptId=PANDL&
94
For my AccountantRecent TransactionsYYYTransactions you created or edited in the last 4 days.https://app.qbo.intuit.com/app/reportv2?rptId=RECENT_TX&
95
For my AccountantReconciliation ReportsYYYA list of your reconciliations, with links to individual reconcilation reports.https://app.qbo.intuit.com/app/reconcile?showHistory=true
96
For my AccountantRecurring Template ListYYN/A
A list of your recurring transaction templates, grouped by type (scheduled, reminder, and unscheduled).
https://app.qbo.intuit.com/app/reportv2?rptId=MEM_TXN_REPORT&
97
For my AccountantStatement of Cash FlowsYYY
Cash flowing in and out from sales and expenses (operating activities), investments, and financing.
https://app.qbo.intuit.com/app/reportv2?rptId=CASH_FLOW&
98
For my AccountantTransaction Detail by AccountYYNTransactions and total for each account in your chart of accounts.https://app.qbo.intuit.com/app/reportv2?rptId=TX_DET_BY_ACCT&
99
For my AccountantTransaction List by DateYYYA list of all your transactions, ordered by date.https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_BY_DATE&
100
For my AccountantTransaction List with SplitsYYNAll your transactions, with splits.https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_WITH_SPLITS&