As promised, we have introduced you to the report center and covered all of the different types of reports available at your fingertips. You have learned how to run reports, edit the data on reports, and save your changes. We have shown you how to share your data by printing a hard copy, exporting the information to Excel, saving to PDF format, and emailing directly from QuickBooks. This will help you to safely and securely share information on a need-to-know basis instead of giving access to your company data. We have covered all of the objectives for this chapter and are ready to move onto the next chapter.
In the next chapter, we will dive deeper into business overview reports. As discussed at the beginning of this chapter, business overview reports give you insight into the overall health of your business. The profit and loss statement, balance sheet report, statement of cash flows, and the budgeting/forecasting tools available are included in business overview reports.
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