How to Customize Custom Reports in QuickBooks Online

QuickBooks Online features are designed for small businesses. Custom report feature helps you to save them so that you do not need to create them again in QBO. If you don’t know how to do this than don’t worry as in this article, we will be discussing the exact steps and procedure to customize custom reports. Meanwhile, if you want to hire an accountant or expert than you can dial our toll-free number to find an Intuit certified QuickBooks ProAdvisor.

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QuickBooks Desktop & its online version lets you customize the appearance and content of any company file which you need to generate. You can customize the data, add or delete columns, add or remove information on the header or footer & even customize the font & style of the record. Available columns & filters differ for each file or groups of reports because each draws info from the business enterprise report in another way. Company report sources & targets are especially significant when filtering company files.

Custom Reports in QuickBooks Online – Instructions

How to Customize Custom Reports in QuickBooks Online
  • Save custom designed file: To save a customized file in QBO, click on save Customization button that is the higher right corner of the file you customized to show a drop-down menu.
  • Filename: To type a report name into the custom report field in the drop-down menu.
  • Upload this file to an existing customized file group: For this, you go to the “add this report to a group” drop-down to select the name of the report group.
  • Create a new document group: If you want to create a new group, click the adjacent “add new group” link to feature a “New group name” area to this drop-down menu.
  • Now, type a name for the new report group into this area after which click the adjacent “upload” button.
  • In case you want to share this report with others, use the “Share with” drop-down to choose either “All” or “None.”
  • When work is done then click the “save” button in the drop-down menu to save the customized report.
  • Now, to find saved customized reports, click “reports” within the Navigation Bar.
  • After that click on the “My custom reviews” link in the page that opens to the right.
  • Now you easily see your reports by your saved customized reports appear in a list in this page.
  • Reports saved into report groups seem indented below the name of the report group in this same list.
  • Now go to the group & to extend and disintegrate the list of the report inside the group, click the arrow next to the report group’s name.
  • Click on its name inside the list, to run such a report.

Steps to customize QuickBooks Online reports:

  • To start with, go to the QuickBooks Dashboard.
  • After that, run a QuickBooks document.
  • Then, visit the report window, click the customize report.
  • At last, go to the modify report window after which visit the tab you want to update & select OK when you have finished.

Display Tab:

The display tab determines the details with the intention to be displayed on the company report. There are such a lot of factors that you may modify, which range depending on the report you run.

Report  date range:

You may choose the dates that the report will cover. Select the dates drop-down and then select the to actual date range or you may manually select the date by choosing the calendar icon within the From and To fields. if you type a to date but leave the From date null, you get data as of the to date.

Report basis:

Select either the accrual or cash radio button to choose the report basis.

Accrual basis:

  • A bookkeeping technique in which you regard profits or expenses as happening at the time you ship a product, render a service or acquire a buy.
  • In accrual accounting, the time when you type a transaction and the time when you truly pay or acquire cash may be two separate activities.
  • An accrual basis report shows income no matter whether or not your shoppers have paid your bills and prices no matter whether or not you have paid all of your bills.

Cash Basis :

  • A cash associated report explicit income as well as prices only when you have received cash.
  • In case you haven’t received an amount for the bill, an amount related report does no longer upload the income.

That’s all in this article. We hope it helps.

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