 QuickBooks Online 2024, profit and loss, print, save as PDF and create management reports. Get ready because we're moving on up with QuickBooks Online 2024. Here we are online in our browser searching for QuickBooks Online Test Drive looking for the result that has Intuit.com and the URL choosing the United States version of the software and verifying that we're not a robot. Opening up our major financial statement reports like we do every time reports on the left hand side in the favorites we're going to be right clicking on the balance sheet open link in a new tab right clicking on that P&L the profit and loss otherwise known as the income statement open link in new tab let's go to that middle tab closing out the hamburger and scrolling up to do the range change going from 010123 tab 123123 tab run it to refresh it we're going to tap to the right on the income statement profit loss P&L close the hamburger change the range back to 2023 010123 tab 123123 tab run it to refresh it so we now want to think about once again providing these reports to say a client for example first a word from our sponsor yeah actually we're sponsoring ourselves on this one because apparently the merchandisers they don't want to be seen with us but but that's okay whatever because our merchandise is is better than their stupid stuff anyways like our trust me I'm an accountant product line yeah it's paramount that you let people know that you're an accountant because apparently we're among the only ones equipped with the number crunching skills to answer society's current deep complex and nuanced questions if you would like a commercial free experience consider subscribing to our website at accounting instruction dot com or accounting instruction dot think a thick dot com similar process if you're providing reports to a supervisor in some way shape or form the options as we discussed in the prior presentation may be to send an email in which case you want to have the attachments to the email most likely have a zipped attachment making sure the email is secure then we could print the the reports and provide them to although most stuff is becoming more automated these days we can export it to excel but we don't typically use excel to present the reports however we can use excel to further customize and then put all the reports on one pdf file using a pdf printer we can export to a pdf allowing us to then make attachments to an email possibly with a zipped file or put it on a cloud drive google cloud one drive drop box or something like that and we can add it to the management report which is quick books nice little management report tool helping us to get all the forms on one report we did this on the balance sheet side of things so we're going to do it a little bit more quickly quickly here thinking about it with the profit and loss reports so on the balance sheet reports we left off in a in a prior presentation with the reports of one numbers one two three on the balance sheet we can't see those in quick books because it starts over every time we do a new file but we'll continue with the four five and six and think about the printing options related to these reports and then saving them along with the balance sheet reports we get an idea of all the reports we might be providing possibly on a monthly basis quarterly basis or yearly basis so let's do a similar process we did before let's collapse the the information first I'm going to once again call this an income statement summary report and then I'm going to copy that I'll do my similar customization that I do every time up top we're going to say we want no pennies without sense bracketed numbers red and no headers and footers date time report basis go away poor father or please and then we're going to say save customization put it in a new group I'm going to make it then month and reports bomb will save that and there's our group would save it that group I'm also going to name it number was a number four so there's our number four save it back to the first tab looking at the customized reports section refreshing the page so it hopefully will populate for us and there's our group and there's our report within the group that's great we don't see the one two three because they disappeared because we started the new the new company file every time and it goes away after you start thing over again let's go back on over and let's expand it now and as it is expanded then you might want like a different type of report within here or you can provide this report as is as a more detailed report so we might do the vertical analysis here let's just do that we're going to hit the drop down usually you want the percent of income and so we're going to say run that one and then once again I'll change the name here so instead of an income statement summary I'm going to call it income statement vertical analysis vertical analysis and this is going to be number five I think so let's save that one save customization number five but but but vertical analysis save it let's check it to make sure it pulled over first tab refreshing the page and that one pulled in let's just do one more tapping to the right horizontal analysis let's bring it back to where it was first let's get rid of this boom and then we might do a horizontal analysis or we might let's just run it by quarter let's just do that will be easier we'll do the quarters run that one and then I'll change the name and say this is going to be an income statement horizontal or no income statement by quarter or something like that by qt and then I'll save that one and save the customization here we're going to say to do six point oh boom actually I don't need the point oh I don't think just six and then save it okay so then if I go to that first tab and run the report again we can see that we have now these three reports now if we were going to provide so I'm going to close out actually the reports here because I'm going to imagine that that we have just this tab and at the end of the month we're just going to print these out and provide them to the client in any way that we have chosen to do so so this will be the starting point no matter what method we use whether that be the management reports that we can now populate with them or making PDF files to put into a cloud drive or email or if we're even going to use excel for example so unfortunately I can't right click and open this in a new tab like we can with the standard reports so what I would do is duplicate the tab first and then open up the reports that we want to open such as the income statement change the range but we don't have to because we still have the current range here and then we can print it the printing options as they were before give us the portrait layout and it's pretty much defaulted to the best layout in general so it's pretty good at that with our normal reports you're not usually going to get a report that's going to have like the columns on the right printed on another page because it has the smart page breaks and the report that the smart page breaks in essence are doing that so within here you could email it within here but you probably don't want to email them one at a time you'd like to email one email with all the attachments otherwise it's going to get tedious you could save it as a PDF or you can print it so clearly if you wanted to print it then you can manually print it from a printer here I'm going to just save it as a PDF so I'm going to say let's save it as a PDF I can also hit the drop down here and export to a PDF and then just say save as PDF there it is up top and so let's go ahead and open up my report so over here I have it open twice I think let's open up my reports and then I'm just going to drag and drop drag and drop so drag and then I pulled it into the reports and it was scared but now it likes it there it's at home with the balance sheet reports it's 4.0 or just like 4 so I'm going to number it so there's that one and let's do the next one tab into the left I'm going to right click and duplicate it pull that to the right and then we'll open up the income statement the second income statement report and let's go ahead this is going to be our income statement vertical analysis I will then say that we want to export to PDF save as PDF drag it into where it needs to go and drag and pulls and dropped it into the just dropped it down a thousand miles into my report here but don't worry it survived the fall because these reports are tough this is going to be a 5.0 and or 5 point and then I'll say then the next one is going to be one more time uno base moss right click duplicate pull it to the right and this one I'll close up the ham boogie and open up the income statement and this is going to be income statement by quarter and let's just do the same thing here so I'm going to say let's say that we're going to export as a PDF and we're going to say save as a PDF and then I'll pull that one over boom and I'll just rename that one rename right click that number 6 so you can see now the numbering system having numbers on them might make it more likely that it'll be in the order that you want to present it in from this point of course you could then email it to someone attaching these to an email but we're getting a lot of reports here so it would probably be nicer to zip the file if you're doing it by email or you can possibly use a cloud drive provide these on the cloud drive like Amazon one drive or Google cloud or something like that if you were to email it you'd have to I would suggest zipping it like we did before so if you put them all into a folder right click on the folder then you can compress to a zipped file so I cannot attach this folder all as one folder but I can attach the zipped file which is nice so the next thing that we could do if we want them on one PDF then that would be even cleaner possibly so if I go to this first page one way is that we can use the management report that we talked about before and I won't do it in detail here just to give you the idea again though if I say that I want to duplicate this report so I don't overwrite the default and then I'm going to edit it then we can go into where our reports are located which are down here instead of the standard profit and loss in balance sheet I'm going to add the new reports which would be I'm looking for the not the standard but the custom area so there's the custom report number four and then boom I'm going to add another one and then it's going to and I'm going to say custom report number five boom add another one and then custom report number six and then I can delete these two delete delete and then I'll edit the name so it doesn't show as month end report so I'll just say edit and get rid of that first bit so it doesn't show on the table of contents with the month end report there unless you want it to might not be too much of a problem Talvez possible and so we'll then remove this one and then to do to do it and then we'll remove this one so there's that and so then if I was to just to check that out just what we've done thus far and we can preview it down here preview wait a second it removed it now what in the world let's go ahead and do this again and then I'll edit it and then get rid of this bit I think I did it on the wrong spot or something okay so okay I see what I did I was deleting it up here instead of down here so now I fixed it I think I have it now so now let's preview the report and so now you can see it gives you your table of contents and to do it and it gives you your report look at the look of it is a little bit different you can see in here versus what we had over here so this one looks like this versus this one looks like this so there's a little bit of color in it so it's nice but it's basically the basic color scheme still so you can't really do too much else with the color scheme but you can get them all on one report and it's pretty easy to do that once you do that a few times and it gives you a nice header page that you can use and that's great if you wanted to further adjust anything in these reports like the font or to just some of the titles of things for example then you could use Excel the next format would then be to export these reports to Excel put them on one Excel file in different tabs and then you can further do a little bit more adjusting of them and customize it even further and we'll talk about that a little bit more in a future presentation