Hi everyone, Bobbie Witt with Bookkeeping Confidential here with you today. We are a full-service bookkeeping firm to help you bring profit to your business and eliminate the time and burden bookkeeping can be to somebody. So, we’re here to help you with that. Today, I’m going to talk to you about the management report inside QuickBooks.

Okay, I’m in my sample data. Go over here to Reports, then Management Reports. And, they default to these. Click on here, Edit.

Follow along with video below

Here you can see:

1. Cover Page

2. Table of Content

That’s going to automatically populate with whatever reports you choose to put in.

3. Preliminary Pages

If you were going to be submitting this to a partner and he wants to see how the company is going, or an investor that’s interested in your company, or for a small business loan, you’ll want to title it here and then you want to talk about your company finances and your goals and dreams.

This is where you’re going to select the report that you want included in your management report. You can also name it here, click add new report, click from here to pick your report. You can pick a time, add new report, and accounts receivable (that’s very important). So, you get the gist of that. And then, your End Notes.

So, you can say Set Appointment. Then you can say, “What did you think? Want to invest?” Anything like that. Then you’re going to go over here (move that out the way again), Save As. This is going to be your sample today. Save.

You should be able to do different versions of this. Exit. And, there’s our report.

Go to view. Isn’t that pretty? It’s got nice graphics, table of contents as I told you it would populate, Letter with goals and dreams, your actual numbers, and all these new reports that you wanted to be included for your investor to see. Then you can print it. Save it. Close it and go back to the arrow, Export as PDF. And, there you go. That’s it – a very professional-looking report.

If you need help with this, let us know.