
QuickBooks can run detailed reports on any item, account, or product.
Run a Report on an Item
Sort a Report
- Click the Sort arrow.
- Select a sort option.
Change the Reporting Period or Grouping
- Open the list where the item is saved.
OR
- Enter a start date and end date for the reporting period.
- Click the Group arrow and select the item to group by.
- Click Run Report.
Share a Report
- Click a button in the top right of the screen to share a report:
- Email to send the report as PDF attachment.
- Print to print the report.
- Export to download the report as Excel spreadsheet or PDF.
Change Report Settings
- Click the report's gear icon.
- Click Show More to view all the settings.
- Check the desired report settings.
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