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August 31, 2020
Question

How to customise the reprot

  • August 31, 2020
  • 1 reply
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1 reply

BettyJaneB
August 31, 2020

Hi there, @rejidevasia.

 

Customising a report can be done in just a few clicks. You've got me here to guide you on how to achieve this goal.

 

QuickBooks Online allows you to customise report depending on your desired data.

 

To do that:

  1. Go to the Reports menu at the left pane.
  2. Find and open the report you want to pull up.
  3. Use the basic filters at the top of the report to adjust things like the report dates.
  4. Select Customise to open the customisation window.

Here's a link that will give you more details on how the customisation works in the system: Learn how to get the most out of your financial reports.

 

To add up, you can always visit these resources attached for more information about the different reports that you can run in QBO together with some video tutorials:

Let me know if you have any other concerns. I'll be around to help you, @rejidevasia. Have a nice day!