How do I run a quick ratio (or any of the ratio reports) in QB?

Forum|Forum|7 years ago
April 11, 2019
2 replies
5 views

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QuickBooks Online

AddieC

Level 5

Hi there,

Thanks for reaching out to us in the Community. QuickBooks Online gives you access to tons of reports to help you see all your business information clearly. I'd be happy to help you generate the kind of report you're looking for.

Can you please clarify what you mean by a 'quick ratio' report?

geostapish

How can we customize the Balance Sheet report? It would be convenient to select certain Balance Sheet accounts and save as a customized. For example, select all cash, cash equivalents, accounts payable, credit cards....... It is too time consuming to export to excel and filter out all non-relevant accounts each time we need view these type of ratios.

AddieC

Level 5

Hi there,

I know how important it is for you to be able to customize your reports in QuickBooks Online. Our goal is to help you take control of your bookkeeping.

Take a look at this article: Customize your reports in QuickBooks Online. I'm confident this will give you all the necessary information.

Reach out if there's anything else I can do to help. :)

Rustler

Level 15

@se.sharpe

QB does not do financial ratio reports, a long time sadly lacking aspect of reporting.

Best you can do is export the report that ha the base information (balance sheet in this case) to excel and run the math there

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