With QuickBooks Online, you can combine multiple reports and charts together into a single document called a management report. Then, you can use the management report for presentations, email it, or download it for later reference.

Let’s go over how to create a management report and then explore ways to access and distribute it.

0:00 Introduction
0:26 Download pre-built reports
1:07 How to edit pre-built reports
2:08 How to add charts to a report
2:20 Saving changes to your report
2:48 Where to create a new management report

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