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How to customize report for customer?

 
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QuickBooks Team

How to customize report for customer?

Hello, 

 

QuickBooks Online comes stocked with tons of awesome reports you can use to analyze your customer information. You can create custom reports to get a full picture of your business health. I'll help point you in the right direction. 

 

Take a look at this helpful article about customizing reports: Customize reports in QuickBooks Online

 

As explained in this article, you'll follow these steps to customize your report:

  1. Go to the Reports menu.
  2. Find and open the report you want.
  3. Use the basic filters at the top of the report to adjust things like the report dates.
  4. Select Customize to open the customization window.

The article has further information regarding the customization options, as well as the limitations. 

 

If you need any further assistance, please don't hesitate to reach out to our tech support team.

 

Cheers.