Summary

We have introduced you to the Reports 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 share information safely and securely on a need-to-know basis instead of giving access to your company data.

For an overview of how to best use the Reports Center to generate the reports needed for your business, watch this Intuit video tutorial: https://quickbooks.intuit.com/learn-support/en-us/run-reports/how-to-use-reports-center-categories-insights-information/00/344862.

In the next chapter, we will dive deeper into business overview reports. As discussed at the beginning of this chapter, business overview reports provide insight into the overall health of your...