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 #
- Sign into QuickBooks Online as an administrator.
- Select Reports.
- Select Create new report.
- Enter the name of your report.
- Under Customize, look for a topic you want to report on, and select it to reveal the available fields.
- Select any fields you want to view on the report.
- 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.
- Some fields may not work in a report together. When you select a field, non-compatible fields will be unavailable.
- Select Clear all to deselect all fields.
- Select a date range from the dropdown.
- Use Group to group and sub-group line items by any column.
- Select Edit group calculations to calculate totals, average, or percentage for numeric groups.
- When a report is grouped, select expand ▼ to view the details inside that group.
- 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.
- Select Save to save your report. You can edit the report any time.
- Select Export to export the data to a spreadsheet.
View your custom reports #
- Sign into QuickBooks Online as an administrator.
- Select Reports, then Reports again.
- Select Custom reports and select the report name to open it.