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Bdhameliya
Level 1

How to find a report in apps

 
1 Comment 1
ChristieAnn
QuickBooks Team

How to find a report in apps

Hi there, Bdhameliya.

 

I'll provide different steps on how to find a report in QuickBooks mobile app and in the QuickBooks windows app.

 

If you're using the Windows app, you'll need to go to the Reports menu. From there, you can find a report.

 

Here's how:

 

  1. Click Reports at the top.
  2. Choose All reports.
  3. Search and run the report you need.

 

If you're using the mobile app, you can only run the Profit and Loss and Balance Sheet Reports. Please follow the steps below base on the phone you're using.

 

To View your balance sheet using the QuickBooks Online app iOS, follow these steps:

 

  1. From the Menu, select Balance Sheet.
  2. Scroll to see your assets and liabilities.

 

To run a Profit and Loss report using the QuickBooks Online app iOS, here's how:

 

  1. From the Menu, choose Profit & Loss.
  2. Select points in the graph to see the income and expense details for the month.
  3. Choose the report filter icon. Then, select a different date range or enter a custom range.
  4. Select View Report to see your income, expense, and gross profit breakdowns.
  5. Pull the arrow down to return to the graph.

 

For additional information, you can click this article: Run a Profit & Loss report using the QuickBooks Online app (iOS only). This also provides steps for if you're using an iPad.

 

To run your Profit & Loss report using QuickBooks Online for Android, follow the steps below:

 

  1. In the Main menu, select Profit & Loss.
  2. Select points in the graph to see the income and expense details for the month.
  3. Choose the report filter icon and choose a different date range or enter a custom range.
  4. Select View Report to see your income, expense, and gross profit breakdowns.
  5. Pull the arrow down to return to the graph.

 

For balance sheet from QuickBooks Online for Android, In the main menu, select the Balance Sheet. Then, scroll to see your assets and liabilities.

 

To learn more about the QBO app features available and supported on mobile devices, kindly refer to these articles below:

 

 

Please let me know if you have other concerns. I'm just around to help.