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Overview of Business Reports in Quicken

Overview of Business Reports in Quicken

Owned by John Hewitt
Last updated: Jan 27, 2025

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

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 income and expenses, 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.

Enhanced tax reports

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!