Books & compliance

More than 160 reports, organized the way you already think

The Report Centre carries more than 160 reports in 14 groups, laid out the way QuickBooks Desktop users look for them: Company & Financial, Customers & Receivables, Sales, Vendors & Payables, Purchases, Banking, Inventory, Sales Tax, Accountant & Taxes, Budgets & Forecasts, Jobs, Time & Mileage, Employees & Payroll and Lists. Favourites pin what you use daily.

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What you get

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The familiar map
Fourteen groups in the QuickBooks Desktop layout — your muscle memory transfers on day one.
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Favourites
Star the reports you live in; they surface first.
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Drill-down contract
Report rows open into the detail behind them — reports are doors, not dead ends.
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Export controlled
Excel, CSV, PDF — with export as a single grantable permission across the app.
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Filed where a QuickBooks user would look

The Report Centre carries more than 160 reports in 14 groups, laid out the way QuickBooks Desktop users know: Company & Financial, Sales Tax, Customers & Receivables, Sales, Suppliers & Payables, Banking, Accountant & Taxes, Inventory, Lists. The muscle memory transfers on day one — you look where you have always looked, and the report is there.

Company & Financial alone carries fifteen, including six views of P&L; Banking, Sales, Receivables and Payables each carry seven or more.

Favourites, search, and drill-down

Search all reports by name, pin the ones you run daily to Favourites, and open any report with its own period and parameters. Detail rows drill — a customer in a sales report opens their documents; a line in a tax report opens the invoices behind it. Reports are doors, not dead ends.

Every report exports and emails from its own toolbar.

Operational reports beside the financials

Beside the accountant's set sit the operator's: sales by day with collected-versus-outstanding, purchases with paid-versus-owing, inventory valuation, damaged goods with reasons, and the tax report by rate with zero-rated counted. The dashboard tiles are the same queries, summarized — one truth at every altitude.

Because every report reads the live ledger, there is no 'report database' lagging behind the day's trade.

Frequently asked questions

Which groups have the most depth?

Sales carries the most, then Company & Financial with its Profit and Loss, Balance Sheet and cash views, then Purchases, Accountant & Taxes, Inventory and Customers & Receivables. Budgets & Forecasts and Jobs, Time & Mileage have their own groups too.

Related

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