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Combine multiple QuickBooks Online reports

by Intuit Updated 3 months ago

If you want to bring together information and data from different reports into one report, you can do this by exporting the individual reports manually. After exporting, you can edit and combine them outside of QuickBooks Online.

This article guide you through each step:

1. Run and customise the report

  1. Go to Reports
  2. Use the search bar to find the specific report you want to combine.
  3. Select the report. 
  4. Choose the desired date range, filters and other options.
  5. Select Run report to generate the report. 
  6. To further customise the report, select Customise.

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2. Export the report

  1. Select Export
  2. Choose the file format you prefer, like Excel or CSV. 
  3. Save the report to your computer. 

Repeat steps 2 and 1 for all the reports you want to combine, exporting them as well.

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3. Edit and save the report

You'll need to use a spreadsheet program like Microsoft Excel or Google Sheets.

  1. Open the exported reports in your preferred spreadsheet program.
  2. Choose one exported report file to be the main report. This is where you’ll combine all the data. 
  3. Copy the data from the other reports and paste it below the data of the first report in the same spreadsheet. 
  4. Rearrange and format the combined data as needed, make sure that the columns align correctly. 
  5. Once you’ve finished editing the combined report, save it as a new file on your computer. 

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