Do you regularly find yourself adjusting reports in QuickBooks Online to have the data you need? Try creating a custom report to save time!
1. Navigate to Reports: From the left-hand menu, click on “Reports.”
2. Choose a Base Report: Select a report that closely matches what you need, such as the “Profit and Loss” or “Balance Sheet” report.
3. Customize the Report:
- Click the “Customize” button at the top right of the report.
- Adjust the Date Range to filter transactions.
- Modify Rows/Columns to add or remove data fields.
- Use Filters to narrow down data (e.g., by customer, product, or account).
- Set Display options for how information is presented (e.g., totals only, percentage of income).
4. Save Customization:
- Once satisfied with the adjustments, click “Run Report.”
- Click “Save Customization” at the top right.
- Name your report and, if needed, add it to a group (like “Management Reports”).
5. Access and Schedule:
- Find your custom report under “Custom Reports” in the Reports tab.
- You can also schedule it to be emailed automatically by clicking on the report, then selecting “Edit” under “Actions,” and setting the email schedule.
Maria Angotti
Chief Onboarding Officer, QuickBooks Certified ProAdvisor