Common custom reports in QuickBooks Online

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December 17, 2020
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Learn specific ways to customise your reports to get awesome insights.

Your financial reports tell you a lot about your business. Customise your reports to focus on specific details and learn even more.

Here are a few ways you can customise reports to fit your specific needs.

See all customer or supplier payments

Add filters to Transaction List reports to see transactions for your customers or suppliers.

Go to Business overview and select Reports (Take me there).
Search for, and open a Transaction List by Date report.
Set the date range.
From the Group by dropdown menu, select either Customer or Supplier. You can also select Employees as a group.
Select Customise.
In the window, select the Filter ▼ icon to open the section.
From the Transaction Type dropdown, select Payment. You can also select other transaction types you want to see on the report. If you want to see everything, select All.
To see specific customers or suppliers, select them from the Name dropdown menu.
When you're ready, select Run report.

Compare income or expenses by customer or supplier

Want to know who's bringing in the most income? You can easily filter income or expenses by customers or suppliers.

Run an income and expense report for all customers or suppliers:

Go to Business overview and select Reports (Take me there).
Search for and open a report, like a type of Profit and Loss report.
Select Customise.
In the window, select the Rows/Columns ▼ icon to open the section.
From the Columns dropdown, select Customers or Suppliers. Note: These options are not available for all reports.
When you're ready, select Run report.

The report columns show your income or expenses for each customer or supplier.

Filter a report for specific customers or suppliers:

Go to Business overview and select Reports (Take me there).
Search for and open a report.
Select Customise, in the window, select the Rows/Columns ▼ icon to open the section.
From the Columns dropdown, select Customers or Suppliers. Note: These options are not available for all reports.
Select the Filter ▼ icon to open the section.
From the Customer or Location or Supplier dropdown, select the checkboxes for the specific customers or suppliers you want to include.
When you're ready, select Run report.

The report columns only show your income or expenses for the customers or suppliers you selected.

Compare your budgets and actual spend

There's a special report that compares your budgets and with what you actually spent.

If you haven't already, create your budget.
Go to Business overview and select Reports (Take me there).
Search for and open a Budget vs. Actuals report.
If you want to add filters, select Customise and apply them.
When you're ready, select Run report.

Compare different time periods for the same report

You can customise report columns to show different report periods. This makes it easy to do quick comparisons.

In this example, let's compare different years on a Profit and Loss report. You can use these steps for other reports and time periods:

Go to Business overview and select Reports (Take me there).
Search for and open a Profit and Loss report.
Select Customise and in the window, select the Rows/Columns ▼ icon to open the section.
From the Columns dropdown, select Years, Fiscal Years or Calendar Years. You can also select days, weeks, or quarters to get other time periods.
Select the Previous year checkbox.
If you want to see your numbers as percentages of your account totals, select one of the % options. This makes it easy to understand the impact of the numbers.
When you're ready, select Run report.

Make reports easier to understand

There are several filters that make reports easier to read. This is especially helpful if you send report to others.

See items as a percentage of income

This lets you quickly see which products or services have the biggest impact on your business.

Go to Business overview and select Reports (Take me there).
Search for and open a report.
Select Customise then Filter ▼ icon to open the section.
Select Product/Service checkbox.
Select the Rows/Columns ▼ icon to open the section.
Select to check the % of Income checkbox.
When you're ready, select Run report.

Note: Instead of products and services, you can also select your customers, suppliers, or even employees.

Show negative numbers in red

Go to Business overview and select Reports (Take me there).
Search for and open a report.
Select Customise then General ▼ icon to open the section.
Select to check the Show in red checkbox.
When you're ready, select Run report.

Change or remove your company name

To simplify your reports, you can remove or change unnecessary info.

Go to Business overview and select Reports (Take me there).
Search for and open a report.
Select Customise then Header/Footer ▼ icon to open the section.
Select and uncheck the boxes for any info you don't need.
When you're ready, select Run report.

Learn more about custom reports

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