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Reports

Revenue, invoices, estimates and sales tax for any period.

Guide 2 of 3 in Finances & reports 2 min read 2 parts

What it is

Reports give you the totals behind your business: what you billed, what you quoted and the sales tax you charged.

1 Run a report

  1. Open Reports.
  2. Pick a client (or all) and the date range, then click Apply.
  3. See total revenue, invoices, estimates and sales tax charged.

2 Take the data with you

  1. Click Download (.CSV) to open it in Excel or Google Sheets.

Related guides

Track expenses and profit in FinancesExpenses, profit and loss, profit by job and sales tax. 4 min Sync with QuickBooksClients, invoices and payments go to QuickBooks Online automatically. 3 min

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