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E
Edward King
January 15, 2025
Question

Custom Reports for grouped company

  • January 15, 2025
  • 1 reply
  • 0 views

I wish to run Expense by Supplier for all companies that has been grouped in spreadsheet sync, so it shows all supplier expenses for all companies within our main company group.

At the moment grouped customers only shows 4 x reports in drop down menu that are good but not what I'm looking for.

 

Any thoughts on how can I do this please?

1 reply

M
Maybelle_S
January 15, 2025

Hello there, Edward. Let me share some details to help you create a custom report.

 

In QuickBooks Online (QBO), you can create custom reports for grouped companies and add reports to groups so that only certain people can view them.

 

Here's how:

 

  1. Sign in to QuickBooks Online as an administrator.
  2. Go to the Reports menu.
  3. Select + Create new report.
  4. Choose the report type.
  5. Click Create.
  6. Enter or edit the name of your report.

 

After that, add a report to a group.

 

  1. Select Save customization.
  2. Click a group from the Add this report to a group drop-down menu.
  3. Hit Save.

 

You can also add notes to the footer section of the report, edit the report title and company information, export the report to another format, or email it and share it with others.

 

Additionally, visit this article for more details on customising reports in QuickBooks: Customise reports.

 

Let me know if you need more help running reports in QuickBooks. I want to ensure everything is taken care of for you.

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