The Management Reports feature in QuickBooks Online (QBO) allows you to create a set of beautiful reports in a .PDF format package to send to your client. The option to add or include a project report to it is unavailable.
The only ready-made Management Reports template that you can use are the following:
Company Overview
Sales Performance
Expenses Performance
You also have the option to view, edit, print them, or send or export them as needed. Here's how:
1. Go to the Reports menu at the left pane. 2. Click the Management Reports tab. 3. On the Action column, choose what you want to do with the report.
Please leave a comment below if you have any additional questions or concerns. I'll be more than happy to answer them. Cheers!
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