How to create custom reports in QuickBooks Online Advanced

1. Go to Reports and select Custom reports (Take me there).
2. Select Create new report and the report type, then select Create.
   Note: If you select a blank report, you'll see the following options:
   • Start by report creation wizard: This lets you search for the specific report type.
   • Start by adding data columns: This lets you manually add, remove, and drag the columns to reorder.
3. To edit the name, select the edit icon next to report name.
4. Select Customize to apply the necessary filters.
   Note: You can apply multiple filters to customize your report. Most reports have the same set of filters. Some filters are only available on certain reports.
5. Select Save As or Save. You can edit your report name at any time in the Report name field.
6. Select Save.