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Common custom reports in QuickBooks Online

SOLVED•by QuickBooks•21•Updated 3 weeks ago

Learn specific ways to customize your reports to get awesome insights.

In QuickBooks, you can customize your reports so you can focus on specific details in your financial reports. Here’s how to customize common custom reports that fit your specific needs:

Some of your reports will look different depending on whether they're in the classic view or

new enhanced experience. Learn more about the new enhanced experience.

In this article, you'll learn how to:

See all customer or supplier payments
Compare income or expenses by customer or supplier
Compare your budget and actual spend
Compare different time periods for the same report
Make reports easier to understand
Learn more about custom reports

See all customer or supplier payments

Add filters to Transaction List reports to see transactions for your customers or suppliers.

Go to Reports (Take me there).
In the Find report by name ▼ dropdown, select Transaction List by Date.
In the Report period ▼ dropdown, select the date range.
In the Group by ▼ dropdown, select Customer, Supplier, or Employee.
Select Customize.
Select the Filter ▼ dropdown.
In the Transaction Type ▼ dropdown, select Payment. You can also select other transaction types you want to see on the report. If you want to see everything, select All.
If you want to see specific customers or suppliers, select their name in the Name ▼ dropdown.
Select Run report.

Compare income or expenses by customer or supplier

Want to know who's bringing in the most income? You can easily filter income or expenses by customers or suppliers.

Run an income and expense report for all customers or suppliers

Go to Reports (Take me there).
In the Find report by name ▼ dropdown, select Profit and Loss.
Select Customize.
Select the Rows/Columns ▼ dropdown.
In the Columns ▼ dropdown, select Customers or Suppliers.
Select Run report.

The report columns show your income or expenses for each customer or supplier.

Filter a report for specific customers or suppliers

Go to Reports (Take me there).
In the Find report by name ▼ dropdown, select the report that you want to open.
Select Customize.
Select the Rows/Columns ▼ dropdown.
In the Columns ▼ dropdown, select Customers or Suppliers.
Select the Filter ▼ dropdown.
Select the Name ▼ dropdown, then select the name of the customer or supplier that you want to see in the report.
Select Run report.

The report columns only show your income or expenses for the customers or suppliers you selected.

Compare your budget and actual spend

There's a special report that compares your budgets with what you actually spent.

If you haven't already, create your budget.
Go to Reports (Take me there).
In the Find report by name ▼ dropdown, select Budget vs. Actuals.
If you want to add filters, select Customize and apply them.
Select Run report.

Compare different time periods for the same report

You can customize report columns to show different report periods. This makes it easy to do quick comparisons.

In this example, let's compare different years on a Profit and Loss report. You can use these steps for other reports and time periods:

Go to Reports (Take me there).
In the Find report by name ▼ dropdown, select Profit and Loss.
Select Customize.
Select the Rows/Columns ▼ dropdown.
In the Columns ▼ dropdown, select Years, Fiscal Years, or Calendar Years. You can also select Days, Weeks, or Quarters to get other time periods.
Select the Previous year checkbox.
If you want to see your numbers as percentages of your account totals, select one of the % options. This makes it easy to understand the impact of the numbers.
Select Run report.

Make reports easier to understand

There are several filters that make reports easier to read. This is especially helpful if you send a report to others.

See items as a percentage of income

This lets you quickly see which products or services have the biggest impact on your business.

Go to Reports (Take me there).
In the Find report by name ▼ dropdown, select the report that you want to open.
Select Customize.
Select the Rows/Columns ▼ dropdown.
Select the % of Income checkbox.
Note: % of income comes only in case of Profit and Loss report.
Select Run report.

Note: Instead of products and services, you can also select your customers, suppliers, or even employees.

Show negative numbers in red

Go to Reports (Take me there).
In the Find report by name ▼ dropdown, select the report that you want to open.
Select Customize.
In the General ▼ dropdown, put a checkmark in the Show in red checkbox.
Select Run report.

Change or remove your company name

To simplify your reports, you can remove or change unnecessary info.

Go to Reports (Take me there).
In the Find report by name ▼ dropdown, select the report that you want to open.
Select Customize.
Select the Header/Footer ▼ dropdown.
Uncheck the checkbox of the info that you no longer want to include in the report.
Note: You can change the company name in the Company name field or remove it. You can also do the same for the report title.
Select Run report.