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Common custom reports

by Intuit•2• Updated 2 weeks ago
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Learn specific ways to customise your reports to get awesome insights.

A lightbulb icon With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

In QuickBooks, you can customise your reports so you can focus on specific details in your financial reports. Here’s how to customise common custom reports that fit your specific needs:

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Run and add filters to Transaction List by Date report to see transactions with your customers or suppliers.

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  1. In the Find report by name â–Ľ dropdown, select Transaction List by Date.
  2. In the Report period â–Ľ dropdown, select the date range.
  3. In the Group by ▼ dropdown, select  Customer, Supplier, or Employee.
  4. Select Customise.
  5. In the Filter â–Ľ dropdown, select the transaction that you want to see in the report.
    Note: If you want to see specific customers or suppliers, select their name in the Name â–Ľ dropdown.
  6. Select Run report.

Run a Profit and Loss report to see income and expenses for your customers or suppliers.

Follow this link to complete the steps in product. Open this link in a new window

  1. In the Find report by name â–Ľ dropdown, select Profit and Loss.
  2. Select Customise.
  3. In the Columns â–Ľ dropdown, select Customers or Suppliers.
  4. Select Run report.

Follow this link to complete the steps in product. Open this link in a new window

  1. In the Find report by name â–Ľ dropdown, select the report that you want to open.
  2. Select Customise.
  3. In the Columns â–Ľ dropdown, select Customers or Suppliers.
  4. Select the Filter â–Ľ dropdown.
  5. Select the Name â–Ľ dropdown, then select the name of the customer or supplier that you want to see in the report.
  6. Select Run report.

Run Budget vs. Actual report to compare your budget and actual spend.
Note: If you haven’t, create your budget first.

Follow this link to complete the steps in product. Open this link in a new window

  1. In the Find report by name â–Ľ dropdown, select Budget vs. Actuals.
  2. Select Customise to add the needed filters.
  3. Select Run report.

You can customise report columns to show different report periods.

In this example, let's compare different years on a Profit and Loss report. You can use these steps for other reports and time periods:

Follow this link to complete the steps in product. Open this link in a new window

  1. In the Find report by name â–Ľ dropdown, select Profit and Loss.
  2. Select Customise.
  3. Select the Rows/Columns ▼ dropdown. 
  4. In the Columns â–Ľ dropdown, select Years, Fiscal Years, or Calendar Years. You can also select Days, Weeks, or Quarters to get other time periods.
  5. Tick the Previous year box.
  6. If you want to see your numbers as percentages of your account totals, select one of the % options. 
  7. Select Run report.

This lets you quickly see which products or services have the biggest impact on your business.

Follow this link to complete the steps in product. Open this link in a new window

  1. In the Find report by name â–Ľ dropdown, select the report that you want to open.
  2. Select Customise.
  3. Select the Rows/Columns ▼ dropdown. 
  4. Put a tick in the % of income box.
    Note: % of income comes only in case of Profit and Loss report.
  5. Select Run report.

Follow this link to complete the steps in product. Open this link in a new window

  1. In the Find report by name â–Ľ dropdown, select the report that you want to open.
  2. Select Customise.
  3. In the General â–Ľ dropdown, put a tick in the Show in red box.
  4. Select Run report.

Follow this link to complete the steps in product. Open this link in a new window

  1. In the Find report by name â–Ľ dropdown, select the report that you want to open.
  2. Select Customise.
  3. Select the Header/Footer â–Ľ dropdown.
  4. Untick the box of the info that you no longer want to include in the report.
    Note: You can change the company name in the Company name field or remove it. You can also do the same for the report title.
  5. Select Run report.

Learn more about custom reports

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