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se.sharpe
April 11, 2019
Question

How do I run a quick ratio (or any of the ratio reports) in QB?

  • April 11, 2019
  • 2 replies
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2 replies

AddieC
AddieC
April 11, 2019

Hi there, 

 

Thanks for reaching out to us in the Community. QuickBooks Online gives you access to tons of reports to help you see all your business information clearly. I'd be happy to help you generate the kind of report you're looking for. 

 

Can you please clarify what you mean by a 'quick ratio' report? 

 

 

G
geostapish
November 12, 2019

How can we customize the Balance Sheet report? It would be convenient to select certain Balance Sheet accounts and save as a customized. For example, select all cash, cash equivalents, accounts payable, credit cards....... It is too time consuming to export to excel and filter out all non-relevant accounts each time we need view these type of ratios.

AddieC
AddieC
November 12, 2019

Hi there, 

 

I know how important it is for you to be able to customize your reports in QuickBooks Online. Our goal is to help you take control of your bookkeeping. 

Take a look at this article: Customize your reports in QuickBooks Online. I'm confident this will give you all the necessary information. 

 

Reach out if there's anything else I can do to help. :) 

Rustler
Rustler
April 11, 2019

@se.sharpe 

 

QB does not do financial ratio reports, a long time sadly lacking aspect of reporting.

 

Best you can do is export the report that ha the base information (balance sheet in this case) to excel and run the math there

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