Skip to main content
caroline-armstro
August 1, 2021
Question

Hi. I want a way of running a custom report on a daily basis, then loading the data into a googlesheets document. Is there a way of doing this, do you know?

  • August 1, 2021
  • 4 replies
  • 0 views
Original commenter did not share additional details

4 replies

SarahannC
August 1, 2021

Hello there, @caroline-armstro. Thank you for posting here.

 

You can customize a daily basis in total and make this your own customised report for your business. You can go to Reports on the left panel and search Profit and Loss in the search field.

Once done, continue following the steps below to accomplish the task:

 

  1. In the report, click the Report period drop-down arrow. Then, select Today.
  2. Select Customise button in the upper left corner.
  3. Choose Cash for Accounting Method.
  4. In the Filter section, select Distribution Account. Then, change from All Income/Expense Accounts (default) to All Income Accounts.
  5. Go to Header/Footer and change Report Title from Profit and Loss to Daily Income (depending on you).
  6. You can make further changes if needed.
  7. Click Run Report.

 

QuickBooks will download reports to Excel (or PDF). Select or Export as Excel or  Export as PDF. Here's a sample screenshot for additional reference:

 

Another way is by going to the Sales tab. From there, you can view and print your daily income on money received (cash basis).

 

  1. Go to Sales on the left panel.
  2. In the All Sales tab, click Filter.
  3. Under Type, select Money Received.
  4. Under Date, select Today.
  5. Click Apply to reflect the changes.

 

Still, it'll be exported to Excel. Also, you'll see the total at the very bottom of the screen below the Total column.

 

To learn more about recording daily sales in QBO, you can read through this article: Find out how to record your total daily sales in QuickBooks Online using a single sales receipt.

 

Let me know if you have other questions. I'm always here to continue to help you. Take care always!

cbanks
December 27, 2022

QBO doesn't give us the options to track meaningful metrics and chart them in dashboards, so we are forced to export data by email/download (or google sheets, manually) and create those metrics and charts in excel or google sheets. 

 

So to piggyback on this original request, it would be better if: 

 

- you could export certain custom or standard reports to google sheets on a planned/scheduled basis (you can currently take an individual report and manually export it to google sheets, but nothing automated)

- currently, the only way to do this is to make QBO email a custom report group in excel format, then take those emailed attachments and import them into google sheets

 

 

Bryan_M
Bryan_M
December 27, 2022

Your suggestions are brilliant, @cbanks.

 

You can directly submit feedback to our software engineers to raise your suggestions. They may consider adding the feature that could export certain custom or standard reports to google sheets on a planned/scheduled basis.

 

Here are a few steps to submit feedback:

 

  1. Click the Gear icon.
  2. Below the Profile section, select Feedback.
  3. Enter your suggestion then click Next. 

 

If you want to stay in the loop about the new features and product updates, you can visit this link: QuickBooks Online Blog.

 

You can read through this link if you want to learn what are the common custom reports in QuickBooks Online.

 

If you require additional suggestions about report customization, don't hesitate to reach out to us again. Thank you, and have a great day!

Terms & ConditionsAccessibility statement