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Know more about Report Customization in QuickBooks® Online
The reports in QuickBooks Online are only as useful as the data you put on them. A standard report often shows more (or less) than you need, so it pays to adjust it: narrow it down to particular customers or accounts, change the period, or rearrange the columns. Below, our team walks you through the process, which works the same way for most of the reports in QuickBooks software.
Step 1: Open the report you want to change
- Click Reports in the left-hand menu.
- Search for the report you need, or pick it from the list, and open it.
- Set the quick options at the top of the report first, for example the date range.
- Click Customise to open the full set of options.
A customisation panel opens next to the report.
Step 2: Choose your customisation options
You can combine several options in one report. The panel is broadly the same for every report, although a few options only appear on specific reports.
The main groups of options are:
- General: the accounting method (cash or accrual), the reporting period and how numbers are displayed.
- Rows/Columns: which rows and columns the report shows and in what order.
- Filter: limit the report to selected customers, suppliers, accounts or products and services.
- Header/Footer: the titles, company details and notes printed at the top and bottom.
Click Run report to see the result.
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Keep your customised report for next time
When the report shows exactly what you need, save the settings so you don't have to repeat them.
- Click Save customisation at the top of the report.
- Enter a clear name for the report.
- Click Save. You'll find it later under the custom reports section of the Reports page.
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