Create custom reports in QuickBooks Online Advanced

Learn how to build a custom report in QuickBooks Online Advanced to access and organize your company’s financial data and insights to suit your needs.

Note: Reports refresh every 1-2 hours, so may not reflect data in real time.

Use a pre-built report by choosing a pre-built report, like Invoice Report or Expense Report, or get started by customizing your own.

Create a new report #

1. Sign into QuickBooks Online as an administrator.
2. Select Reports.
3. Select Create new report.
4. Enter the name of your report.
5. Under Customize, look for a topic you want to report on, and select it to reveal the available fields.
6. Select any fields you want to view on the report.
   1. The fields appear in the as columns order you select them. If you want to view the fields in a different order, deselect the fields, then reselect them in the order you want to view them.
   2. Some fields may not work in a report together. When you select a field, non-compatible fields will be unavailable.
   3. Select Clear all to deselect all fields.
7. Select a date range from the dropdown.
8. Use Group to group and sub-group line items by any column.
   1. Select Edit group calculations to calculate totals, average, or percentage for numeric groups.
   2. When a report is grouped, select expand ▼ to view the details inside that group.
9. Use Filter to view only certain entries. Choose what you want to filter by, select the operation, then choose from the provided values. You can apply multiple filters.
10. Select Save to save your report. You can edit the report any time.
11. Select Export to export the data to a spreadsheet.

View your custom reports #

1. Sign into QuickBooks Online as an administrator.
2. Select Reports, then Reports again.
3. Select Custom reports and select the report name to open it.