Reports included in your QuickBooks Online subscription (2024)

by Intuit•57• Updated 1 week ago

Learn which reports are available for your version of QuickBooks Online.

Financial reports give you snapshots of different areas of your business. Most reports are available for all QuickBooks Online users. Some, however, are only available for certain subscription levels. Here's what's available for Simple Start, Essentials, and Plus users.

Note: If you have QuickBooks Advanced, you can run all these reports, as well as create your own reports using Custom Report Builder.

Business overview (reports)	Solopreneur	Simple Start	Essentials	Plus
Audit Log		X	X	X
Balance Sheet Comparison		X	X	X
Balance Sheet Detail		X	X	X
Balance Sheet Summary			X	X
Balance Sheet		X	X	X
Budget Overview				X
Budget vs. Accruals				X
Business Snapshot			X	X
Custom Summary Report				X
Profit and Loss by % of Total Income		X	X	X
Profit and Loss Comparison		X	X	X
Profit and Loss Detail			X	X
Profit and Loss year-to-date Comparison		X	X	X
Profit and Loss by Class				X
Profit and Loss by Customer	X	X	X	X
Profit and Loss by Location				X
Profit and Loss by Month	X	X	X	X
Profit and Loss	X	X	X	X
Quarterly Profit and Loss Summary		X	X	X
Statement of Cash Flows		X	X	X
Total Deposits and Payments (Beta)				X
Realized Exchange Gains & Losses			X	X
Unrealized Exchange Gains & Losses			X	X

Sales and customers (reports)	Solopreneur	Simple Start	Essentials	Plus
Customer Contact List		X	X	X
Deposit Detail		X	X	X
Estimates by Customer		X	X	X
Income by Customer Summary			X	X
Inventory Valuation Detail				X
Inventory Valuation Summary				X
Payment Methods List			X	X
Products and Services List		X	X	X
Physical Inventory Worksheet				X
Sales by Class Detail				X
Sales by Class Summary				X
Sales by Customer Detail			X	X
Sales by Customer Summary	X	X	X	X
Sales by Customer Type Detail			X	X
Sales by Location Detail				X
Sales by Location Summary				X
Sales by Product/Service Detail			X	X
Sales by Product/Service Summary	X	X	X	X
Time Activities by Customer Detail				X
Transaction List by Customer			X	X
Unbilled Time				X
Unbilled Charges			X	X

Who owes you (reports)	Solopreneur	Simple Start	Essentials	Plus
Accounts receivable aging Detail			X	X
Accounts receivable Summary		X	X	X
Collections Report		X	X	X
Customer Balance Detail			X	X
Customer Balance Summary		X	X	X
Invoice List		X	X	X
Invoice and Received Payments		X	X	X
Open Invoices		X	X	X
Statement List		X	X	X
Terms List				X
Uninvoiced charges				X
Uninvoiced time				X

What you owe (reports)	Solopreneur	Simple Start	Essentials	Plus
1099 contractor Balance Detail				X
1099 contractor Balance Summary				X
Accounts payable aging detail			X	X
Accounts payable aging summary			X	X
Bill Payments List			X	X
Bills and applied payments				X
Unpaid Bills			X	X
Vendor Balance Detail			X	X
Vendor Balance Summary			X	X

Expenses and vendors (reports)	Solopreneur	Simple Start	Essentials	Plus
1099 Transactions detail report				X
Check Detail		X	X	X
Expenses by Vendor Summary			X	X
Open Purchase Order List				X
Open Purchase Order Detail				X
Purchases by Class Detail				X
Purchases by Location Detail				X
Purchases by Product/Service Detail				X
Purchases by Vendor Detail				X
Transaction List by Vendor		X	X	X
Vendor Contact List		X	X	X

Sales tax (reports)	Solopreneur	Simple Start	Essentials	Plus
Sales Tax Liability Report	X	X	X	X
Taxable Sales Detail	X		X	X
Taxable Sales Summary	X	X	X	X

Employees (reports)	Solopreneur	Simple Start	Essentials	Plus
Employee Contact List				X
Recent/Edited Time Activities				X
Time Activities by Employee Detail				X

For My Accountant (reports)	Solopreneur	Simple Start	Essentials	Plus
Account List		X	X	X
Balance Sheet comparison				X
Balance Sheet		X	X	X
Class List				X
General Ledger		X	X	X
Journal		X	X	X
Location List				X
Profit and Loss Comparison				X
Profit and Loss		X	X	X
Recent Transactions		X	X	X
Recent Automatic Transactions			X	X
Reconciliation Reports		X	X	X
Recurring Template List			X	X
Statement of Cash Flow		X	X	X
Transaction Detail by Account			X	X
Transaction List by Date		X	X	X
Transaction List with Splits			X	X
Trial Balance		X	X	X

Payroll (reports)	Solopreneur	Simple Start	Essentials	Plus
Employee Details		X	X	X
Employee Directory		X	X	X
Multiple Worksites		X	X	X
Paycheck List		X	X	X
Payroll Billing Summary		X	X	X
Payroll Deductions/Contributions		X	X	X
Payroll Details		X	X	X
Payroll Summary by Employee				X
Payroll Summary		X	X	X
Payroll Tax Liability		X	X	X
Payroll Tax Payments		X	X	X
Payroll Tax and Wage Summary		X	X	X
Recent/Edited Time Activities				X
Retirement Plans		X	X	X
Time Activities by Employee Detail				X
Total Pay		X	X	X
Total Payroll Cost		X	X	X
Vacation and Sick Leave		X	X	X
Workers' Compensation		X	X	X

Miscellaneous Activities (reports)	Solopreneur	Simple Start	Essentials	Plus
Auto Send Reports			X	X
Customize Reports		X	X	X
Group Reports			X	X
Management Reports/Compilations		X	X	X

Note: Payroll reports are only available if you have a QuickBooks Online Payroll subscription.

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Online Solopreneur