cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

Customise your reports in QuickBooks Online

Learn how to get the most out of your financial reports.

Financial reports in QuickBooks give you tons of great info about your business. Here's how to customise them to focus on the details that matter the most to you.There are a bunch of ways to customise your reports. Filter to show specific accounts or customers, or format things just the way you want them.

Step 1: Run a 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 Customise to open the customisation window.

Step 2: Customise your report

You can apply multiple filters to customise your report. Most reports have the same set of filters, but some filters are only available on certain reports. Open a section to see what you can customise:

  • Filter section: Choose which accounts appear on your report. All of your accounts are shown by default.
  • General section: Change things like the report period and number format.
  • Rows/Columns section: Choose which rows and columns appear on the report.
  • Header/Footer section: Decide what appears in the header and footer.

Here are a few ways you can tailor your reports:

Show specific accounts

  1. In the window, select the Filter ▼ icon.
  2. Select the Distribution Account drop-down.
  3. Select the boxes of the accounts you want to see on the report. You can select more than one.
  4. When you're ready to apply the filters, select Run report.

View all accounts by type

Instead of individual accounts, you can also show all your accounts by type, like assets or accounts payable.

  1. In the window, select the Filter ▼ icon.
  2. From the Distribution Account drop-down, select one of the "All" options, such as All Asset Accounts.
  3. When you're ready to apply the filters, select Run report.

Show specific customers, suppliers, products, or services

  1. In the window, select the Filter ▼ icon.
  2. Select the customers, suppliers, and product and services you want to include in your report. You can select more than one.
  3. When you're ready to apply the filters, select Run report.

Filter everything by class or location

If you have classes and locations turned on, you can filter report columns by class or location.

  1. In the window, select the Rows/Columns ▼ icon.
  2. From the Columns drop-down, select either Classes or Locations.
  3. When you're ready to apply the filters, select Run report.

Step 3: Manage your custom reports

Save your custom reports

Once you have the perfect set of filters, save them so you can quickly run the same report in the future.

  1. After you create a custom report, select Save customisation.
  2. Give your report a unique name. Then select Save.

To see all of your custom reports, go the Reports menu and select the Custom reports tab.

Automate custom reports

If you want to see your custom reports on a regular basis, you can schedule them to run and go out automatically.

  1. Go to the Reports menu. Then select the Custom reports tab.
  2. Find your custom report on the list. Then select Edit from the Action column.
  3. Select the Set email schedule option to turn it on.
  4. Add the email addresses of the people you want to send the report to.
  5. Fill out the form and set the schedule for the email.
  6. Select Save and close.

You can also add reports to a group and send everything in the group.

  1. After you create a custom report, select Save customisation.
  2. From the Add this report to a group drop-down menu, select a group. If you don't have one, select Add new group.
  3. Select Save to add the report to the group.
  4. Go to the Reports menu. Then select the Custom reports tab.
  5. Find the group on the list. Select Edit from the Action column.
  6. Select the Set email schedule option to turn it on.
  7. Add the email addresses of the people you want to send the group of reports to.
  8. Fill out the form and set the schedule for the email.
  9. Select Save and close.

Share custom reports

You can share a PDF of your report with anyone over email. This is the easiest way to share reports with your team:

  1. On an open report, select the email icon.
  2. Select Email. Then fill out the form.
  3. Edit the body message so recipients know what to expect.
  4. When you're ready, select Send.

If you want to give other QuickBooks users on your team access to your custom reports:

  1. On an open report, select Save customisation.
  2. Select a user from the Share with drop-down menu.
  3. When you're ready, select Save.

Next steps: Do more with custom reports

You can customise more than just your Profit and Loss report.

Learn how to get more info out of your custom reports in QuickBooks Online.

Connect with our community of experts to learn how others customise their reports.

Was this helpful?

You must sign in to vote, reply, or post