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NKA3
October 9, 2022
Solved

Report Customization - QBO Essentials

  • October 9, 2022
  • 1 reply
  • 1 view

I work with several nonprofits using QBO Advanced.  We're considering a switch over to QBO Essentials for one of the smaller organizations with relatively simple accounting needs.  Does QBO Essentials handle simple report customizations such as adding the "Memo" field to the "Bill Payments List" standard report?

Best answer by mv32

Welcome to the Community, @NKA3.

 

I can help you manage your QuickBooks Online Essential reports. You're correct that this version can handle simple report customizations, such as adding the "Memo" field to the Bill Payment List report.

 

Here's how:

  1. From the left panel, select Business Overview.
  2. Go to the Reports section and then choose the Standard tab.
  3. Type "Bill" in the Search box, then select Bill Payment List.
  4. From the report icons, click mini Gear.
  5. Choose Show More.


     
  6. Check the Memo/Description box.


     
  7. Tap anywhere.

 

You can check this output as reference:

 

 

Please review this article for reference about getting personalized reports: Customized reports in QuickBooks Online.

 

In addition, you can memorize this report by clicking the Save customization button. Then see this under Custom reports from the Reports section.

 

Feel free to comment if you have other reporting questions after switching to the Essential version. I'm always here to lend a hand. Have a nice day!

1 reply

M
mv32Answer
Level 8
October 9, 2022

Welcome to the Community, @NKA3.

 

I can help you manage your QuickBooks Online Essential reports. You're correct that this version can handle simple report customizations, such as adding the "Memo" field to the Bill Payment List report.

 

Here's how:

  1. From the left panel, select Business Overview.
  2. Go to the Reports section and then choose the Standard tab.
  3. Type "Bill" in the Search box, then select Bill Payment List.
  4. From the report icons, click mini Gear.
  5. Choose Show More.


     
  6. Check the Memo/Description box.


     
  7. Tap anywhere.

 

You can check this output as reference:

 

 

Please review this article for reference about getting personalized reports: Customized reports in QuickBooks Online.

 

In addition, you can memorize this report by clicking the Save customization button. Then see this under Custom reports from the Reports section.

 

Feel free to comment if you have other reporting questions after switching to the Essential version. I'm always here to lend a hand. Have a nice day!

    N
    NKA3Author
    October 9, 2022

    Thanks very much - appreciate the help!

    K
    Kevin_CModerator
    Moderator
    October 9, 2022

    You're most welcome, @NKA3.

     

    I'm glad to know that the information provided by my colleague was able to help you out with your report customization concern. Please know that the QuickBooks Community team is always here to help with any questions you may have about QuickBooks.

     

    Don't hesitate to post again or leave a comment in this thread if you have any other questions in the future. Have a wonderful day ahead!

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