One of the questions I get most often is “can you send me the most recent financials.” Even though we are using QuickBooks Online and working in a collaborative environment, clients still ask me this question. Even when I am training on QuickBooks and I ask “what is one thing you want to get out of today’s training”, how to run financials is one of the top three reasons.
So in this video I show you just how to do that.
My belief is that, as a business owner you show know how to do the basics in your QBO file. And running financials and other reports is just one of those basic tasks. In this video, I not only show you how to run a Profit and Loss, but also how to access and run the other 60+ reports in your QBO file.
As the owner of your business, you need to know how to run these reports in order to better manage the financial health of your business. Check out this post that explains the four main financial statements you should be familiar with.