How to use management reports in QuickBooks Online
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- čas přidán 5. 08. 2024
- With QuickBooks Online, you can combine multiple reports and charts together into a single document called a management report. Then, you can use the management report for presentations, email it, or download it for later reference.
Let’s go over how to create a management report and then explore ways to access and distribute it.
0:00 Introduction
0:26 Download pre-built reports
1:07 How to edit pre-built reports
2:08 How to add charts to a report
2:20 Saving changes to your report
2:48 Where to create a new management report
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I really want to watch this however the Ai sounding narration is very hard to get through
That's totally understandable! You can also find the steps to run these reports in this article here: quickbooks.intuit.com/learn-support/en-us/help-article/report-management/view-edit-management-reports-quickbooks-online/L90RAh2XZ_US_en_US. Hope this helps!
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