Hi renacctg.
Being able to see the information you need at a glance is what the QuickBooks Online report feature is all about. I'd be happy to help you with seeing the information you need.
When you want to see specific information in your report you'll need to start by customizing it. This allows you to change what information is shown when you pull up a report and can be done by following these steps:
- In the left navigation, go to the Reports menu.
- Find and open a report.
- Use the basic filters on the report to adjust things like the report dates.
- Select Customize in the top right hand corner of the page.
From there you can add multiple filters to your report to customize what you're seeing. Here are the ways that you can customize the report:
- 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 account, suppliers, accounts, and products appear on the report.
- Header/Footer section: Decide what appears in the header and footer.
Another option would be to export the report to excel and track the information in there. You can do so by following the steps in this article.
If you have any questions let us know and we'd be happy to help.
