Questiva Consultants

Reports

· ~41 min read · from QuickBooks Online Fundamentals 2025

After reading this chapter, you'll be able to locate transactions using multiple search methods and generate customized reports to analyze your business performance. You'll learn how to find transactions through register filtering, the search magnifying glass, and the Advanced Transactions Search, and how to create and customize accounting reports like the Balance Sheet and Profit and Loss Statement. The chapter also covers exporting reports to Excel and PDF, switching between cash and accrual reporting bases, and using the Reports Center to access built-in reports organized by business function.

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