How to Customize Reports in QuickBooks Online

| 2 min read

How to Customize Reports in QuickBooks Online

It is never the wrong time to figure out new ways to make your company's financial reporting, budgeting, and forecasting easier. Most small business owners don't have the time or energy to spend hours searching for the correct reports and plugging in the numbers.

That is why QuickBooks Online (QBO) is an excellent choice not only for routine bookkeeping but for customized reports too. QBO offers a wide array of customized reports and statements from accounts payable to expenses to profit and loss, all with just a few clicks. 

What Customizable Reports are Available on QBO

Any report available in QBO can be customized with dates, display columns and rows, non-zero or active only, accounting method, number formatting, and filtered by account, customer, vendor, employee, and product/service.

You can also add a header and footer and compare periods. The reports featured in QBO include the following:

  • Business Overview

    Audit Log, Business Snapshot, Custom Summary Report, Profit and Loss by Tag Group, Quarterly Statement of Activity Summary, Statement of Activity as % of total revenue, Statement of Activity Comparison, Statement of Activity Detail, Statement of Activity year-to-date comparison, Statement of Activity by Customer, Statement of Activity by Month, Statement of Activity, Statement of Cash Flows, Statement of Financial Position Comparison, Statement of Financial Position Detail, Statement of Financial Position Summary, Statement of Financial Position.
  • Who Owes You

    Accounts receivable aging detail, Accounts receivable aging summary, Collections Report, Customer Balance Detail, Customer Balance Summary, Received Payments, Statement List, Terms List, Unbilled charges, Unbilled time.

  • Sales and Customers

    Deposit Detail, Customer Contact List, Estimates & Progress Invoicing Summary by Customer, Estimates by Customer, Payment Method List, Product/Service List, Revenue by Customer Summary, Sales by Customer Detail, Sales by Customer Summary, Sales by Product/Service Detail, Sales by Product/Service Summary, Time Activities by Customer Detail, Transaction List by Customer, Transaction List by Tag Group.

  • What You Owe

    Accounts payable aging detail, Accounts payable aging summary, Bill Payment List, Bills and Applied Payments, Unpaid Bills, Vendor Balance Detail, Vendor Balance Summary.

  • Expenses and Vendors

    1099 Transaction Detail Report, Check Detail, Expenditures by Vendor Summary, Transaction List by Vendor, Vendor Contact List. 

  • Employees

    Employee Contact List, Recent/Edited Time Activities, Time Activities by Employee Detail.

  • For My Accountant

    Account List, Adjusted Trial Balance, Adjusting Journal Entries, General Ledger, Journal, Profit and Loss by Tag Group, Recent Transactions, Reconciliation Reports, Recurring Template List, Statement of Activity Comparison, Statement of Activity, Statement of Cash Flows, Statement of Financial Position Comparison, Statement of Financial Position, Transaction Detail by Account, Transaction List by Date, Transaction List with Splits, Trial Balance.

  • Payroll

    Employee Contact List, Recent/Edited Time Activities, Time Activities by Employee Detail.

How to Customize and Save Your Reports

Memorizing a report is a quick and handy solution to reusing the same documents with various changes. In QBO, users can customize, save, and then view the same report day after day or whatever period is needed. 

To Customize a Particular Report

  1. Choose Reports in the far left-hand column of the screen.
  2. Select which report you want to use and click on the three dots on the right-hand side of the box where the report name is located. 
  3. A drop-down appears with the choice to Customize. Choose this option.
  4. Select all the customizations you want from Report Period, Accounting Period, Number Format, Rows/Columns changes, Filters, and any Headers/Footers you wish to add.
  5. Click Run Report.

How to Memorize Your Customized Report

Once your report is run, you can save it for later use by doing the following:

  1. In the top right-hand corner of the report, click on the Save Customization green box. 
  2. Name the report, add it to a group, and share it with others. 
  3. Choose Save.

Recall Saved Reports

To find your saved reports, toggle to the Reports section in the left-hand side menu. Go to Reports and then choose the Custom Reports tab. 

What About Point of Sale App Reports?

Several Point of Sale Apps work with QBO for small businesses looking to include inventory and customer management tools.

Whether you're looking to have better budgeting for your business, or the business has moved to the point of finding forecasting beneficial for an outlook, customizing reports in QBO can help automate this process and help your company make better business decisions.



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