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L
lindak1119
Level 7
February 7, 2019
Solved

How do i get management accounts reports

  • February 7, 2019
  • 2 replies
  • 5 views
No text available
Best answer by MarninaM

Hello rajenhjoshi,

QuickBooks Online comes with ready-made management report templates you can use and there are three templates available:

  • Company Overview
  • Sales Performance
  • Expenses Performance

Most of the time, you’ll be able to use these templates as is without customising them. You simply view and print them, or send or export them as needed.

To view a management report:

  1. Click Reports in the left navigation bar,.
  2. Click the Management Reports tab.
  3. Click the View link of the management report you want to see. The management report opens.
  4. Use the scroll bar on the left or the Page Down key to step through the management report.
  5. To print, click Print. Or, click the Print icon if you see one within or at the top of the preview.
  6. To close without printing, click Close.

This should get you solved today, rajenhjoshi. Let me know if I can help you find anything else.



2 replies

MarninaM
MarninaMAnswer
February 7, 2019

Hello rajenhjoshi,

QuickBooks Online comes with ready-made management report templates you can use and there are three templates available:

  • Company Overview
  • Sales Performance
  • Expenses Performance

Most of the time, you’ll be able to use these templates as is without customising them. You simply view and print them, or send or export them as needed.

To view a management report:

  1. Click Reports in the left navigation bar,.
  2. Click the Management Reports tab.
  3. Click the View link of the management report you want to see. The management report opens.
  4. Use the scroll bar on the left or the Page Down key to step through the management report.
  5. To print, click Print. Or, click the Print icon if you see one within or at the top of the preview.
  6. To close without printing, click Close.

This should get you solved today, rajenhjoshi. Let me know if I can help you find anything else.



S
SWIFTYINCEPTION
September 23, 2025

Please assist with management accounts 

L
LouiseG12QuickBooks Team
QuickBooks Team
September 23, 2025

Hi there, Swifty.

 

To help you more effectively, can you provide additional information on what assistance you need with management accounts? This enables me to better understand the situation and provide you with a tailored solution.

 

However, if you're referring to the same concern mentioned above, please note that management reports can only be accessed by the primary admin and can't be accessed by other users.

 

If you want to add a report to a management report in QuickBooks Online (QBO), you can use standard or custom reports directly from the Reports page. Follow the steps below:

 

  1. Go to the Reports menu.
  2. Select the Standard or Custom Reports tab.
  3. Locate the report you want to add and click the vertical ellipsis (three dots) icon.
  4. Select Add to Management Reports.
  5. Choose to either Create a New Management Report or Add to an Existing Management Report.
  6. If creating a new report, enter a name; if adding to an existing one, select it from the list.
  7. Click Add.

 

For more details, check out this article: View and edit management reports.

 

If you mean something else, don't hesitate to click the Reply button below.

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