How to Send Your QuickBooks Reports

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Please upload your reports as PDF files, not screenshots.

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If you’re using QuickBooks Online on your phone, the easiest option is usually to log in through your phone’s browser, open each report, and use the share/export option to save or send it as a PDF.

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Reports to Upload

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1. Profit and Loss by Month

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Please upload:

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• Profit and Loss by Month
  Date range: January 1, 2024 through December 31, 2025

• Profit and Loss by Month, Current Year-to-Date
  Date range: January 1, 2026 through the last complete month
   

This helps show revenue, expense, and profit trends over time instead of only showing one big total.

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2. Balance Sheet by Month

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Please upload:

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• Balance Sheet 
  Date range: January 1, 2024 through December 31, 2025

• Balance Sheet , Current Year-to-Date
  Date range: January 1, 2026 through the last complete month

 

For the Balance Sheet, please customize the report so the months show as columns.

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This helps show trends in cash, liabilities, equity, owner draws, loan balances, and other balance sheet activity that may not be obvious from one single date.

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Helpful, But Optional

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These are not required, but they can improve the scan:

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• Statement of Cash Flows
  Date range: January 1, 2024 through December 31, 2025

• Statement of Cash Flows, Current Year-to-Date
  Date range: January 1, 2026 through the last complete month

 

Cash flow reports can help show the difference between profit and actual cash movement. That can be useful when the books say one thing, but the bank account feels like it’s telling a different story.

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You can also include notes about unusual activity, loans, large purchases, payroll changes, cleanup attempts, owner contributions, owner draws, or anything else that might help explain what’s going on.

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Before You Upload Anything

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I know these reports are personal.

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I’m not asking for bank passwords, credit card numbers, or access to your QuickBooks account for this free scan.

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For the free QuickBooks Clarity Scan, I only need reports exported from QuickBooks. Your reports are used only to prepare your scan. They are not posted, shared, sold, or used for marketing.

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This is a first look, not an audit, tax opinion, or full cleanup. The goal is simple: help you see whether something in your books may need attention before it turns into a bigger problem.

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Don’t worry if you’re not sure how to get every report. Send what you can. The scan is meant to find obvious warning signs and useful patterns, not make you pass a bookkeeping test.

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If you’re not sure what to send, use the note box and tell me what’s going on. Don’t let the upload step stop you.