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P
Plink
October 17, 2019
Question

Customizing or Designing a Report

  • October 17, 2019
  • 1 reply
  • 4 views

Hi there Community!  Been a QB user for a LONG time but always have trouble figuring out HOW to design/customize a report to show the information I need to see.  I made some attempts this morning to "customize" my deposit detail - to no avail!  ugh!  In the Property Management industry, our "rents" may include several items to create the total due; ie: base rent, operating expense, maybe a utility reimbursement, RE Tax reimbursement - etc...all which have a GL of course.  The "Deposit Detail" report ONLY show the TOTAL amount collected, I need to customize a report that shows ALL of the dollars in their respective columns that create that total.  ??   Should/can/how do I customize my existing deposit detail (should say summary....) or create a new report?  HELP!  Thanks....

1 reply

L
LauraAB
Level 8
October 17, 2019

Hello Plink,

 

I'm excited to hear that you've been using QuickBooks for a long time! I know finding a report that works for you can be a challenge sometimes. I appreciate all the details you've given about what you're looking for regarding the details of the transactions paid by tenants.

 

I've looked at the report you've mentioned as well as others that are available. In this case, QuickBooks Desktop can't produce the kind of report you're looking for. I encourage you to take a look at all the reports available in the program to see if you can compile a few reports together to get the information you'd like. For instance, if you're hoping to see how much is earned from each of the items, you can run something such as the Sales by Item Detail report might help there.

 

I've got a few links here for you that might help with customizing reports and your property management set up. Check them out below.

 

Someone else in community may have an idea for this as well and chime in. Keep an eye out for other responses.

 

I hope that helps!

P
PlinkAuthor
October 17, 2019

Hi Laura!  Thank you so much for the response!  Oh I have been trying to figure this out all morning!! LOL  But have nit been successful.....

 

We need to see the information broken out AND totaled for financials purposes, and it doesn't look as though QB offers any solutions, none that I can find anyway.  I created my own Excel spreadsheet with a column to identify each invoice charge but it's time consuming to have to click into each invoice & manually enter the information on the spreadsheet.  I was just hoping I could customize a report that would show each charge per invoice per tenant in it's respective column and total at the bottom, no luck.   Something maybe QB can work on as an UPDATE!  ;)   

 

Thank you again for taking the time to respond, I appreciate it! :)

L
LauraAB
Level 8
October 17, 2019

We definitely love hearing feedback from our customers about what we can do to enhance the program. I'll pass on your idea, and I also encourage you to submit feedback by going to the Help menu and choosing Send Feedback Online. Many of QuickBooks Desktop's features are based on suggestions from users such as yourself so it doesn't hurt to share!

 

Have a great rest of your day. :)

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