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Episode 8: QuickBooks Reports You Should Check Every Month
Episode 8: QuickBooks Reports You Should Check Every Month
Questions to Reflect On
Mentioned in This Episode
In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down the most important QuickBooks reports every business owner should review each month—and why they matter.
Too many business owners rely on their bank balance instead of their financial reports. In this episode, Erica and Lee explain how reports tell the real story of your business, help you spot trends early, and give you confidence when making financial decisions.
They walk through where to find each report in QuickBooks, what to look for, and how to use the information to guide growth, manage cash flow, and avoid costly mistakes.
Listeners will walk away with clarity, confidence, and a simple monthly reporting routine they can start using right away.
Key Takeaways- Why reviewing reports monthly is essential for business growth
- The 5 core QuickBooks reports every business owner should run
- How to read Profit & Loss, Balance Sheet, and Cash Flow reports
- How reports help you make better decisions around spending, hiring, and growth
- Why reports act as your business “report card”
Questions to Reflect On
- Am I reviewing my financial reports consistently—or just checking my bank balance?
- Do I understand what my numbers are telling me about my business health?
- Which report could give me the most clarity right now?
Mentioned in This Episode
Free 3-Part Quick Start Guide to Getting Started with QuickBooks
Download at: www.leedavisandcompany.com
Send Us Your Questions:
Youtube Link for Episode Video: https://youtu.be/IMGDXiC_hUY
TimestampsTimestamp | Chapter Title
00:00.000 | Welcome & Introduction
01:25.558 | Why Reports Matter
04:16.674 | #1 Profit & Loss Report
06:06.738 | #2 Balance Sheet
07:47.920 | #3 Cash Flow Statement
09:17.570 | #4 Sales by Customer Summary
11:09.933 | #5 Budget vs Actual
14:16.513. | Bonus & Advanced Reports
17:08.872 | Using Reports to Make Better Decisions
20:26.454 | Practical Reporting Habits
20:26.454 | Outro & Call to Action
Call to ActionIf you enjoyed this episode, hit subscribe and stay connected with us at leedavisandcompany.com.
Download our free 3-Part Quick Start Guide to get started with QuickBooks the right way.
Have a QuickBooks question? Send it to [email protected] — your question may be featured in a future episode.
View all episodes
By Erica Northrup & Lee DavisEpisode 8: QuickBooks Reports You Should Check Every Month
Questions to Reflect On
Mentioned in This Episode
In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down the most important QuickBooks reports every business owner should review each month—and why they matter.
Too many business owners rely on their bank balance instead of their financial reports. In this episode, Erica and Lee explain how reports tell the real story of your business, help you spot trends early, and give you confidence when making financial decisions.
They walk through where to find each report in QuickBooks, what to look for, and how to use the information to guide growth, manage cash flow, and avoid costly mistakes.
Listeners will walk away with clarity, confidence, and a simple monthly reporting routine they can start using right away.
Key Takeaways- Why reviewing reports monthly is essential for business growth
- The 5 core QuickBooks reports every business owner should run
- How to read Profit & Loss, Balance Sheet, and Cash Flow reports
- How reports help you make better decisions around spending, hiring, and growth
- Why reports act as your business “report card”
Questions to Reflect On
- Am I reviewing my financial reports consistently—or just checking my bank balance?
- Do I understand what my numbers are telling me about my business health?
- Which report could give me the most clarity right now?
Mentioned in This Episode
Free 3-Part Quick Start Guide to Getting Started with QuickBooks
Download at: www.leedavisandcompany.com
Send Us Your Questions:
Youtube Link for Episode Video: https://youtu.be/IMGDXiC_hUY
TimestampsTimestamp | Chapter Title
00:00.000 | Welcome & Introduction
01:25.558 | Why Reports Matter
04:16.674 | #1 Profit & Loss Report
06:06.738 | #2 Balance Sheet
07:47.920 | #3 Cash Flow Statement
09:17.570 | #4 Sales by Customer Summary
11:09.933 | #5 Budget vs Actual
14:16.513. | Bonus & Advanced Reports
17:08.872 | Using Reports to Make Better Decisions
20:26.454 | Practical Reporting Habits
20:26.454 | Outro & Call to Action
Call to ActionIf you enjoyed this episode, hit subscribe and stay connected with us at leedavisandcompany.com.
Download our free 3-Part Quick Start Guide to get started with QuickBooks the right way.
Have a QuickBooks question? Send it to [email protected] — your question may be featured in a future episode.