Like many other tasks in QuickBooks, report customization tools aren’t that difficult to master. What’s challenging is:
- Understanding what each report is designed to tell you
- Determining which reports are most relevant to your business information needs, and
- Designing each to produce the critical insight you need in order to move forward.
The first of these is fairly clear. You can understand what many reports do by their titles, their content, and the descriptions QuickBooks offers. We recommend that you spend some time looking at the Report Center in QuickBooks to familiarize yourself with your options.