CANT FIND THE CUSTOMIZED REPORT

Hi gundum_21,

Being able to customize reports is one of the ways QuickBooks Online allows you to fine tune what you see and modify the reports. It's a great way to save time and i can help go over this feature with you.

Depending on the information that you need to see you can customize any report in QuickBooks Online, some can be customized more than others though. To modify the reports you can follow the steps in this link. Once you customize a report and you want to keep them to pull up later you will need to save them by following these steps:

1. Find and display the report you want to memorize.
2. Select Customize.
3. Once the report is customized the way you like it, select Run report, then Save customization.
4. In the Custom report name field, enter a descriptive name for the report.
5. If you want to add this report to a group, select Add this report to a group, then choose an existing group or create a new one. (Note: Grouping reports allows you to organize them in your list of memorized reports. You can then create scheduled emails that send all reports in the group to the recipients you specify. This feature is only available in QuickBooks Online Essentials or Plus.)
6. If you want to share the report with other users, select Share with, then choose the users. Sharing the report will add it to other users' My custom reports. However, users you invite to the company later on will not automatically receive access to the report - only existing users.
7. Once the desired options are set, select Save.

Once you memorize it you can pull that report up from your user account or any that you have shared it with.

Have a great day!