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QuickBooks Reporting by Subscription

There are four QuickBooks Online subscription levels that provide different reporting capabilities. QuickBooks Online Simple Start provides basic financial and customer reports. QuickBooks Online Essentials provides additional insight with 40+ reports. QuickBooks Online Plus provides 65+ reports including budget and sales comparison reports. QuickBooks Online Advanced provides all reports from lower tiers plus Smart reporting for data visualization and tracking key performance indicators against goals.

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176 views2 pages

QuickBooks Reporting by Subscription

There are four QuickBooks Online subscription levels that provide different reporting capabilities. QuickBooks Online Simple Start provides basic financial and customer reports. QuickBooks Online Essentials provides additional insight with 40+ reports. QuickBooks Online Plus provides 65+ reports including budget and sales comparison reports. QuickBooks Online Advanced provides all reports from lower tiers plus Smart reporting for data visualization and tracking key performance indicators against goals.

Uploaded by

Sasha Campos
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Report differences by

subscription level
There are four different subscription levels in QuickBooks Online. They offer various
levels of reporting. QuickBooks Online Simple Start is the most basic version,
followed by Essentials, Plus and Advanced. Reporting capabilities increase by
subscription level.

QuickBooks Online Simple Start: 20+ Reports


Simple Start allows for basic data entry to track your money in and money out, as
well as customer tracking and invoicing. The reports follow these same features, and
include basic financial and customer reports.

Here are some of the reports you have access to with QuickBooks Online Simple
Start:

Profit & Loss Sales by Customer


Balance Sheet Sales by Product/Service
Statement of Cash Flows Transaction List by Vendor
Customer Balance Summary Check Detail
A/R Aging Summary Payroll Reports (if payroll is on)
Taxable Sales Customized Reports
Transaction List by Date Product/Service List
Reconcile Reports Deposit Detail

QuickBooks Online Essentials: 40+ Reports


QuickBooks Online Essentials gives you access to all the Simple Start reports as
well as additional insight through some of the following reports:

A/P Aging Profit & Loss Detail


Bill Payment List Sales by Customer Detail
Company Snapshot Terms Listing
Customer Balance Detail Trial Balance
Expenses by Vendor Unbilled Charges
General Ledger Unpaid Bills
Income by Customer Summary Vendor Balance
QuickBooks Online Plus: 65+ Reports
This gives you access to all features of QuickBooks Online, so that’s Simple Start
and Essentials reports, as well as more comparison and management reports that
include:

Budget Overview Purchases by Product/Service


Budget vs. Actuals Purchases by Location or Class
Class Listing Sales by Location or Class
Profit & Loss by Class Time Activities by Customer
Profit & Loss by Location Time Activities by Employee
Open Purchase Orders Transaction Detail by Account

QuickBooks Online Plus offers access to Performance center to make financial data
more accessible and visually digestible.

QuickBooks Online Advanced: 65+ Reports + Smart reporting


This gives you access to all features of QuickBooks Online, so that’s Simple Start,
Essentials and Plus reports, as well as Performance center data visualization and
Smart reporting. Smart reporting is available through free access to the Fathom app.

Smart reporting offers a versatile range of data visualizations and management


reports for a range of audiences, and lets clients and ProAdvisors set goals for
financial KPIs then track performance against them. As a function of this, Fathom
integrates with ProAdvisor QuickBooks Online Accountant subscriptions, by inserting
a firm-wide alerts dashboard in QuickBooks Online Accountant.

The dashboard will notify ProAdvisors of instances where client KPI targets have
been missed. This increases ProAdvisor consultative value for clients, so elevating
the role as trusted advisor.

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