Customize reports in QuickBooks Online

Learn how to get the most out of your financial reports.

Financial reports in QuickBooks give you tons of great info about your business. There are many ways to customize your reports. Filter them to show specific accounts or customers, or format the layout so the right data shows up in the right place. Here’s how to customize reports and focus on the details that matter the most to you.

Step 1: Run a report #

  1. Go to the Reports menu.
  2. Find and open a report. Tip: If you have QuickBooks Online Essentials, Plus, or Advanced, you can also run “Detail” versions of standard reports.
  3. Use the basic filters on the report to adjust things like the report dates.
  4. Select Customize.

This opens the customization window.

Step 2: Customize a report #

You can apply multiple filters to customize your report. Most reports have the same set of filters. Some filters are only available on certain reports.

Here’s an overview of what you can customize:

  • Filter section: Select which customers, accounts, vendors, accounts, and products appear on the report.
  • General section: Change things like the accounting method, reporting period, and number format.
  • Rows/Columns section: Choose which rows and columns appear on the report.
  • Header/Footer section: Decide what appears in the header and footer.

Save custom reports #

Once you have the perfect set of filters, save them so you can run the same report in the future.

  1. After you customize a report, select Save customization.
  2. Give your report a name.
  3. Select Save.

See examples of custom reports #

Step 3: Manage and automate custom reports #

Step 4: Share custom reports #

Next steps: Do more with custom reports #

Learn how to get more info out of your custom reports in QuickBooks Online.

Connect with our community of experts to learn how others customize their reports.

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