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FrustratedInSooke
Level 1

How can I create custom reports that have the info I need?

Quickbooks Online states that reports can be customized endlessly. That is nowhere near accurate.

 

I've included the budgeting feature for the strata properties I manage. Each strata building is it's own company in Quickbooks Online.

 

I need to run a Month end incomel statement that includes only the month that just ended and the fiscal year totals to date for each GL. 

 

For example, My end of February report should include the actual expenses paid in each GL and the strata fees collected for the month, the budgeted amounts for February and the difference. The report needs to include the year to date amounts for these as well. Year to date actual expenses for each GL, budgeted year to date and the difference.

 

I can export an expanded full year statement of income to Excel and spend a significant amount of time altering and formatting and inserting formulas to get what I need, but I have 30 of these to do each month and this is not practical.

 

Are there any add-ons that can be downloaded or installed to provide 

1 Comment 1
BettyJaneB
QuickBooks Team

How can I create custom reports that have the info I need?

Thanks for taking the time posting here in the Community, @FrustratedInSooke.

 

I'm here to help share some information about customizing a General Ledger report in QuickBooks Online.

 

Currently, being able to pull up a General Ledger report containing the previous month's actual expense and year to date actual expense isn't an option for us. A year to date information will only show up if you pull up a report consisting an entire year of transactions. The best way that we can do right now is to export the report on a spreadsheet and sort it according to the details that you need.

 

Here are some articles that you can check out about the available customization options in QuickBooks Online for your future reference:

 

Also, I'd suggest visiting our QuickBooks Online Blog to know the latest news, including company highlight and new product improvements that would be beneficial for you and your business.

 

This should get you moving today.

 

I'm just a reply away if you need more help with pulling up reports in QuickBooks Online. I'll make sure to get back to you as soon as I can. Wishing you all the best!

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