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March 17, 2023
Question

Hi, I would like to get to know whether we can compile information available in two separate reports?

  • March 17, 2023
  • 1 reply
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1 reply

March 17, 2023

Hello there, limousinewasalni

 

You can compile or combine information from two reports in QuickBooks Online by exporting them to Excel.

 

I'll walk you through on how you can do it.

 

  1. Go to the Reports menu.
  2. In the search box, enter the name of the report.
  3. Once you open the report, make sure to customize it before exporting.
  4. Click the Export icon.
  5. Select Export to Excel.

 

Once downloaded in Excel, you can manually combine the details.

 

Here are some articles that you can use for more tips and information about handling reports:

 

 

Please let me know if you have more concerns about combing details in QuickBooks reports. Take care and stay safe.