How to Use Custom QuickBooks Reports to Track Business Growth Over Time?
Tracking business growth isn't about gut feelings — it's about data. And when you're using QuickBooks for business, the built-in reporting tools give you a powerful foundation to measure exactly where you've been and where you're headed. Here's how to make the most of them. Why Custom Reports Matter More Than Default Ones? Default reports give you a snapshot. Custom reports give you a story. QuickBooks Online lets you customize reports using dates, display columns and rows, accounting methods, number formatting, and filters by account, customer, vendor, employee, and product/service. This level of control means you're not stuck reading generic data — you see what actually matters to your business. Key Reports to Customize for Growth Tracking When you Customize Reports in Quickbooks , focus on these growth-critical reports: • Profit & Loss (P&L) — Your go-to for tracking revenue vs. expenses over time • Cash Flow Report — Tracks money moving in a...