Overview of Business Reports in Quicken

Accessing reports

You can easily find the reports you need in the business tab, dashboard, or the Report Center. Keep an eye out for the new Quicken Reports - Business tab that we've added for easier navigation.

Dive into the new reports

We've added six insightful reports for your business:

Income Statement: Get a detailed breakdown of your business revenue and expenses. If you've included the cost of goods sold as a tax line item, you'll see it here. And yes, your net income is neatly summed up at the bottom.
Business Profitability: A more concise version of the income statement. Here, the data is collapsed, but it still gives you a quick view of your gross profit margin and net profit margin.
Business Cash Flow: Starting with your net income from the income statement, this report gives a clear picture of your business cash flow for a chosen period, from start to finish.
Comparison Reports: Want to see how you're doing compared to last year? These reports provide a default comparison range, offering insights into year-to-date metrics versus the same timeframe from the previous year. You can easily spot the differences in both actual numbers and percentages.

Customizing your reports

Default Settings: By default, the reports will show data across all your businesses.
Using Filters: Tailor your reports! Use filters to focus on specific businesses, rental properties, or even specific time intervals like half-year or monthly data.
Combining Data: Yes, there's an option to view a mix of both business and personal data if needed. Plus, we've introduced a special "Businesses" tab dedicated to business reports.

Enhanced tax reports

We've revamped our tax reports! Now they come with improved filtering options, similar to the business reports. By default, they'll display data for the default business. And if you've been using Schedule C reports, they're now conveniently categorized under business reports. Switching between different businesses is a breeze.

In short, we've aimed to make business reporting as efficient and insightful as possible. If you've got more questions, our team is here to assist!