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drmcalister
November 3, 2022
Question

Does the level or version of QuickBooks Online that you have allow or not allow you to edit or customize reports?

  • November 3, 2022
  • 1 reply
  • 0 views
I have a more advanced QB level for one company and it lets me do more customization to reports than the basic version that I have for another company, where I can't really do any customization.  Is it because of the QB level?

1 reply

R
ReymondO
November 3, 2022

Good day, @drmcalister.

 

Yes, you're right. The features in customizing reports in QuickBooks Online (QBO) vary on the subscription you're currently using. 

 

Financial reports in QuickBooks give you tons of great info about your business. Since you're using the Advanced version, you'll have a better option for customizing your reports. 

 

To have a better understanding when creating custom reports for QBO Advanced, please check out this article: How to build a custom report in QuickBooks Online Advanced.

 

If you have QuickBooks Online Simple Start, Essentials, or Plus, here's how you can customize your reports.


To get more info out of your custom reports in QuickBooks, you can check this article: Learn specific ways to customize your reports to get awesome insights.


Please let me know if you have any follow-up questions about handling your reports. I'll be here to answer them for you. Have a great rest of the week. 

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