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Intuit

How to customize reports

Customizing reports to fit your business needs can be done quickly and easily in just a few simple steps.

Create a customized report

Note:This information does not apply to payroll reports.

 

  1. From the left menu, select Reports.
  2. Choose a report you wish to customize.
  3. Select the three dots icon, then select Customize.
  4. Change the settings in the Customize Report window.
  5. Select Run Report.

 

Save, share, and access a customized report

Saving, sharing, and accessing your customized reports is easy.

  1. Select Save customization at the top.
  2. Enter a Custom report name.
  3. If you want to share your customized report with other company users, select the Share with drop-down and choose All.
  4. Select Save.

  5. You can then access it through the My Custom Reports (or Custom Reports) tab in the Reports page.
Warning: If the user who created a custom report is deleted from the company, any reports they created will also be deleted.

Printing and exporting customized reports

Printing

You can also change the way a report prints using your Internet browser settings. Use your browser to adjust margins, page orientation, and headers and footers.

Resizing column width

Depending on how many columns you choose to display on your reports, the column widths that are shown on the report may be different. If the column width seems too small, you can adjust them by selecting and dragging the column dividers at the top of your report.

Exporting reports to Excel

There is no option to change the font, color, or other aspects of the visual appearance of a report directly in QuickBooks Online.

Tip: If you need to make additional customization, you can export the report to Excel and make your changes there.

Eight more things you can do with your reports.

Use this guide to get the most out of your customized reports.

1. Change the Accounting Method, Transaction Dates

You can change the accounting method as well as the transactions dates. You can toggle any non-list report between Cash and Accrual basis, regardless of the company default you have set up in Company Settings.

Accounting Method: You can set this to Cash or Accrual.

  • Cash: Income is not counted until income is actually received, and expenses are not counted until they are actually paid.
  • Accrual: Income is counted when the sale occurs and expenses are counted when you receive the goods or services.  

Transaction Date: The range of data included in the report. This date can be predefined date range from the drop menu or a custom range by using the; from and to fields.

That's it. You now know how to customize reports.