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This documentation is for an upcoming release of the new Business & Personal tier. Both the product and the documentation may change before release. |
Accessing reports
You can easily find the reports you need in the business tab, dashboard, or the Report Center. Keep an eye out for the new Quicken Reports - Business tab that we've added for easier navigation.
Dive into the new reports
We've added six insightful Here are B&P's reports for your business.
- Business Accounts Receivable Aging: Track unpaid invoice balances along with the duration for which they've been outstanding.
- Business Cash Flow: Summarize cash inflow and outflow over a specific period to assess liquidity and cash movement.
- Business Cash Flow Comparison: Compare cash inflows and outflows across different periods to identify trends and manage cash effectively.
- Business Client Available Credit: View outstanding credit balances for clients to apply to future sales.
- Business Income Statement: Get a detailed breakdown of
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- income and expenses
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Business Profitability: A more concise version of the income statement. Here, the data is collapsed, but it still gives you a quick view of your gross profit margin and net profit margin.
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Business Cash Flow: Starting with your net income from the income statement, this report gives a clear picture of your business cash flow for a chosen period, from start to finish.
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- , including total net income for a specific period.
- Business Income Statement Comparison: Compare income and expenses side-by-side across different time periods or categories.
- Business Profitability: Review financial performance, highlighting revenues, costs, and profitability to assess operations.
- Business Profitability Comparison: Analyze profitability trends by comparing performance across multiple periods.
- Business Sales Tax Liability: View sales tax collected and payable by tax agency over a specific period.
Customizing your reports
Default Settings: By default, the reports will show data across all your businesses.
Using Filters: Tailor your reports! Use filters to focus on specific businesses, rental properties, or even specific time intervals like half-year or monthly data. You can also filter reports by cash or accrual accounting.
Combining Data: Yes, there's an option to view a mix of both business and personal data if needed. Plus, we've introduced a special "Businesses" tab dedicated to business reports.
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We've revamped our tax reports! Now they come with improved filtering options, similar to the business reports. By default, they'll display data for the default business. And if you've been using Schedule C reports, they're now conveniently categorized under business reports. Switching between different businesses is a breeze.
In short, we've aimed to make business reporting as efficient and insightful as possible. If you've got more questions, our team is here to assist!