Skip to main content
J
jennifer-at-meandmyhousellc
January 22, 2024
Question

Level of custom reporting in QBO Advanced

  • January 22, 2024
  • 1 reply
  • 0 views

Hi there,

I'd like to create a rather custom report inside of QBO...  I'd like to create a P&L statement that includes two levels of Gross Margin...  one level using some accounts in the COGS area...  and then another level of Gross Margin that uses those and other accounts in COGS.  (I have a service based business that uses both outside labor and internal employee labor.  I'd like one Gross Margin that looks at Sales less just outside labor and then another level of Gross Margin that looks at Sales less both outside and internal labor)

Is that possible inside of QBO in any version?  (Simple Start on up to Advanced)

Thanks!

1 reply

MariaSoledadG
MariaSoledadG
January 22, 2024

I have some details on how you can do this in QuickBooks Online (QBO), Jennifer.

 

For now, creating a Profit and Loss report that shows the two levels of Gross Margin is unavailable. You'll want to send a request to let our product team know how this is useful for the business. To do so, follow the steps outlined below:

 

  1. Go to the Gear icon, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

This goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

 

At this time, what you can customize on your report are the Filter, General, Rows/Columns, and Header/Footer sections. You'll want to customize them. Then, export them to an Excel file and edit from there to consolidate them into one report. 

 

Furthermore, learn what available reports for certain subscription levels that you can use, so you'll get the data you need. I've added this article for more details: Reports Included In Your QuickBooks Online Subscription.

 

You can always let me know if you have further questions when running reports in QuickBooks. The Community is always here to help you anytime. Have a nice day!

Terms & ConditionsAccessibility statement