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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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