Summary

As discussed in Chapter 10, Report Center Overview, once you have customized the reports you plan to use on a regular basis, it is a good idea to memorize them and/or create a group of memorized reports that will appear in your Custom reports tab. In this chapter, we explained the information you can find on the three primary financial reports: profit and loss statements, balance sheet reports, and statements of cash flows.

We also showed you how to customize the reports and generate them. In addition, we showed you how to create a budget from scratch and run budget reports. Finally, we touched on what you can do with the QuickBooks cash flow planner, and showed you how to generate the audit log report to view the history of changes to your company file.

In the next chapter, we will show you what reports are available in QBO to help you stay on top of customers and sales.

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