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Quick Tips Thursday- Customizing Reports

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Happy Thursday QuickBooks Community! Are you struggling to find the right report with the right customizations to fit your business needs? If so, then you’re in the right place and you’ll want to keep reading! Today I will be going over some tips and tricks when it comes to customizing your financial reports in QuickBooks Online so you can focus on the details that matter to you most.
 
So let’s get into it!

 

Quick Tip #1: You can apply multiple filters to customize your report

 

You’ll notice that most of the reports listed have the same set of filters. However, it is important to note that some filters are only available on certain reports.
 
You can also only customize certain sections in a report. These are listed below:  
  • General section: Change things like the accounting method, reporting period, and number format.
  • Rows/Columns section: Choose which rows and columns appear on the report.
  • Filter section: Select which customers, distribution accounts, vendors, accounts, and products appear on the report.
  • Header/Footer section: Decide what appears in the header and footer.
 
Once you have selected the perfect set of filters for your business needs, you’ll then want to save them. this will allow you to run the same report in the future and not have to start all over again.
 
After you customize a report, you can do this by selecting Save customization. You’ll then be able to give your report a name and select Save.
 
You did it. You now have a customized report!

 

Customixing reports.png

 

Quick Tip #2: You can manage and automate your customized report

 

QuickBooks Online makes it super easy for you to view and manage all of your custom reports in one place!
 
Let me show you how you can go about doing this:
  1. Go to Business Overview then select Reports
  2. Select the Custom Reports tab.
  3. Find and open a report.
 
If you are also wanting to get custom reports on a regular basis, you can schedule them to run automatically and save you time.
 
Here’s how:
  1. Go to Business Overview then select Reports
  2. Select the Custom Reports tab.
  3. Find your custom report on the list.
  4. Select Edit from the Action column.
  5. Select Set email schedule to turn it on.
  6. Add the email addresses of who you want to send the report to.
  7. Fill out the form and set the schedule.
  8. Select Save and Close.
 
That’s all there is to it!
 
 
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Quick Tip #3: You can set customizations to show custom reports only to specific groups

 

If you don’t want to send out your report to everyone on your list, you can totally add reports to a group so only certain people can view it.
 
Let me walk you through this!
  1. After you create a custom report, select Save Customization.
  2. From the Add this report to a group dropdown menu, select a group.
  3. Select Save to add the report to the group.
  4. Go to the Reports menu. Then select the Custom Reports tab.
  5. Find the group on the list.
  6. Select Edit from the Action column.
  7. Select the Set email schedule option to turn it on.
  8. Add the email addresses of who you want to send the report.
  9. Fill out the form and set the schedule.
  10. Select Save and Close.
 
You’re all set!
 
sofiamdc2341_7-1687379959503.jpeg

That’s all for today! I hope you found these quick tips on customizing reports helpful.

 
You can check out the full resource guide for more tips & tricks on this topic here. Make sure to also check out this Quick Help With QuickBooks video that walks you through tips on customizing your reports in QuickBooks Online!
 
See you next time!
 

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