Using Quick Reports in QuickBooks 2019

Watch the QuickBooks 2019 video tutorial below. We will discuss what quick reports are and show you a couple of ways how to run a quick report.

Hi! We are down now on module eleven. This is the module where we’re going to really dive in to all the reports in QuickBooks. This is section one, Quick Reports.

What I want to do is take you over into QuickBooks. I’ll show you how to run some super quick reports when you only want to see a report on one account, or one customer, or one vendor. Let’s flip over to QuickBooks, and see how this works.

One of the great things about QuickBooks is there are so many reports in here. It’s hard to say that you can’t find what you’re looking for. A lot of times, they have what are called quick reports.

Those would be reports on a specific customer only or maybe in the Chart of Accounts (just one of the accounts). Let me just show you a couple of them, and you’ve seen some already.

I’m going to the Customer Center and what you’ll notice when it pops up is over on the right. You have these reports. Now, let me go up and find our customer we were working with, which is Tom Allen.

When you run a quick report if you’ve clicked on the customer. The report will show all of the jobs broken up underneath the customer. If you run it just on the job itself, it’ll only show it for that job.

I’m going to over here and run a quick report on Tom Allen. You’ll see that it shows a couple of the estimates and invoices we did for the sunroom. If you’re over looking at any report, and you don’t see everything you think should be here. Always check your dates.

Notice this one is only for a two week period. I’m going to go ahead from this drop-down. It says Dates and just choose, All. Now, you’ll see everything we did for Tom Allen and his sunroom. The kitchen is not on this list because we didn’t do anything for the kitchen remodel job.

That’s one example of a quick report. Let me show you another one.

I want to go over to the Chart of Accounts. On any of these, I can run a quick report. Now, keep in mind, if I go down to some of the accounts where you don’t see a balance, it would be pretty much from here down. All I have to do here, just double click to run a report on these.

Let’s just say that I take this one here that says, Insurance and double click. This is a quick report and you can see it’s broken down by the different subaccounts that were underneath Insurance.

Now, if it’s one of the accounts that have a balance as you see up here, you can still run a quick report. You just have to right click to do it.

Let’s say it’s the Visa card that we set up. I’m just going to right-click, and if you notice the very bottom option says Quick Report. Now, I have a quick report on Visa.

Those are some examples of quick reports in QuickBooks. What I want to do now is go ahead and take you over to Creating Reports.

We’ll look at part one. We’ll look at all the reports that are in QuickBooks. I’ll show you a little bit about what’s here and how they work.

Cindy McGuckin

Cindy McGuckin is an IT trainer with over 20 years of experience. Cindy currently manages the IT Training Department at Trident Technical College, she's a Member of the Association of IT Professionals, Charleston, SC chapter and the Treasurer of the South Carolina Association of Continuing Higher Education.Cindy is a Microsoft Office and QuickBooks expert and her online courses have received hundreds of 5-star reviews. Her no-nonsense approach to teaching complicated topics makes her classes engaging and interesting.