GS.4.2 Create a Simple Report

Start in the Sample company.

1

To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.

Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.

Now let's get started with the exercise.

2

From the left navigation bar, click "Reports."

3

The Balance Sheet is a very popular report, so it's already marked in the Favorites section. Click "Balance Sheet". *Alternatively, you could find and click "Balance Sheet" in the Business overview section.*

And that's it! In the top section, notice the balances of each of Craig's bank accounts. "Accounts Receivable" is the amount of money his clients currently owe him. In this section, you can also see the value of Craig's inventory and his truck. In the bottom section, you can see how much money he owes other people. You could present this report to Craig as is, or you could customize it in many ways. Learning how to customize reports, as well as how to use the other reports provided with QBO, is covered in our basic level certification course. [Click here to find out more](https://fastandeasyqbo.samcart.com/products/fast-easy-qbo-certification).

🎥 Video

Want to follow along? [Click here](https://youtu.be/VAlGs3YRbVw) for our video walk-through.

📚 Get the Full Course

This exercise is part of the Fast & Easy QBO Starter Kit. [Click here to purchase and find out more!](https://fastandeasyqbo.samcart.com/products/starter/)

📝 Feedback

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