Hello there, Matt.
I appreciate you for what you've done on your end.
For now, the only option is to export the data to Excel. Moreover, I recommend sending feedback to our product developers. This way, they can further review which parts of the program need enhancements and consider adding them to future updates.
Here's how:
- Go to the Gear icon, select Feedback.
- Enter your comments or product suggestions.
- Then select Next to submit feedback.
Once submitted, you can track your feature request through QuickBooks Online Feature Requests website.
In addition, you can check out this article as a reference to run basic reports: Run reports in QuickBooks Online.
I'll keep an eye out for your reply. And if you have any other QuickBooks-related concerns, feel free to include them in the comments. We're here to assist you 24/7.