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IanNeponset
Level 1

Any way to create custom summary report in QBO advanced?

 
7 Comments 7
Rose-A
Moderator

Any way to create custom summary report in QBO advanced?

It's good to see you here in the Community, IanNeponset.

 

I'd be glad to provide you the step-by-step process in creating a custom summary report in QuickBooks Online Advanced.

 

Here's how:

 

  1. Click Reports in the left panel and go to the Custom reports tab.
  2. Search the report you need in the search field.
  3. You can customize the report. Once done you can click the Save Customization button.
  4. Hit Save.

To learn more about customizing and creating a custom report in QuickBooks, see the following articles below:

 

Feel free to drop me a reply below if you need more help with creating a report in QuickBooks Online, I'd love to help. You have a wonderful day!

IanNeponset
Level 1

Any way to create custom summary report in QBO advanced?

Thanks Rose,

 

To clarify my question: when you search the list of available reports in QBOA (or browse the list) there is no option for a simple "custom summary report", which provides the full range of customization options. I have gone through all the reports available and they each have their unique quirks, but many have certain options unavailable, thus blocking me from achieving my reporting goal.

 

Specifically what I need is a report where rows are subtotaled by customer/job, columns are totaled by class, and the results are filtered by class AND filtered by account. I am trying to replicate a report that we have been using in QB desktop for about 20 years, so its nothing too innovative or exotic here.

 

In my case, the default report that comes closest to my needs is the "sales by customer summary report" however this report for some reason lacks the ability to filter by account (other seemingly similar reports have this ability).

 

I did find an article describing the creation of a "custom summary report" in QBO, but apparently this is only possible in the accountant version?: https://quickbooks.intuit.com/learn-support/en-us/run-reports/how-to-create-a-custom-summary-report/...

 

This seems like a pretty basic thing you would be able to do in an "advanced" version of QB.

 

If I can't create / access this report myself, I'm wondering:

1) is there any chance QB will be adding this feature to QBOA soon? It seems like a very basic thing that ought to be included

2) Could someone with a QBO accountant license, create the report I need and make it available to me inside QBOA for future use?

3) If so, is there any workaround (such as creating a temporary free trial of QBO Accountant) to create the report or having QBOA tech support do it for me?

4) Are there any app plugins that would allow me to create a custom summary report?

 

Unfortunately, this particular report is business critical for us.

 

Thanks!

 

 

 

 

 

 

 

Maybelle_S
QuickBooks Team

Any way to create custom summary report in QBO advanced?

I appreciate your time bringing this situation in the Community, @IanNeponset.

 

I know how useful for you to have this option to work with QuickBooks seamlessly. But I want to let you know that your voice matters and I'm submitting this feedback to our product engineers for consideration.

 

QuickBooks Online Accountant and QuickBooks Online Advanced have the same reports.

 

QuickBooks Online Accountant (QBOA) is free, you can use QBOA if there's an accountant added you.

 

You can visit Appstore to check any app plugins that would allow to create a custom summary report.

 

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please feel free to post any questions you have below. The Community Team and I are always here to help out.

IanNeponset
Level 1

Any way to create custom summary report in QBO advanced?

Thanks Maybell

 

So just to confirm, the link below is part of the QBO help documentation (not a community response) and it specifically refers to a report titles "Custom Summary Report" which is available in QBO Accountant. This report is not available in QBO Advanced. So what you are saying is that this part of the QBO help documentation is inaccurate and no such report exists in QBO Accountant?

 

https://quickbooks.intuit.com/learn-support/en-us/run-reports/how-to-create-a-custom-summary-report/...

BettyJaneB
QuickBooks Team

Any way to create custom summary report in QBO advanced?

Hi there, @IanNeponset.

 

The report on the link you've attached is currently available to the Accountant version of QuickBooks Online. That being said, this option does't apply on the QBO Advanced.

 

I can see how beneficial it would be to have this feature available to all versions QuickBooks. For now, I recommend checking our for a third-party application that integrates with the system and supports this functionality to achieve your goal.

 

You may also visit these links below about the reports available on your subscription an on how to customize them:

Lastly, I'd like to let you know that we are constantly working to make the product work the way your business needs. You can check out our QuickBooks Online Blog to see our updates and road-maps.

 

If there's anything else that I can assist you with, let me know. I'll make sure you're all set. Stay safe!

IanNeponset
Level 1

Any way to create custom summary report in QBO advanced?

Thanks Betty Jane

 

Thank you for that clarification. To reiterate my earlier question:

 

If you can produce the report in QBO Accountant, could my accountant create the report and save it as a custom report in my QBOA account or are you only able to access the account in QBO Accountant even after it's been created?

IamjuViel
QuickBooks Team

Any way to create custom summary report in QBO advanced?

Hello, @IanNeponset.


Yes, yes, your accountant can create the Custom Summary Report in their QuickBooks Online for Accountant account. However, the ability to save it in your account's custom report section is not available. Once they generate the report, they can email you a PDF copy of it.

 

On the other hand, you can generate and customize different reports in QuickBooks Online Advanced to suit your needs. Let me guide you how to do it.

  1. Go to the Reports menu.
  2. Choose the Reports tab.
  3. Scroll down to For my accountant section.
  4. Choose the Transaction Detail by Account report.
  5. Click the Customize button.
  6. From the Rows/Columns section, select Customer from the Group by drop-down menu.
  7. Click the Change Columns link.
  8. Expand the Filter section, mark Account and Class tick boxes.
    • Click the drop-down arrow for each filter and pick the specific accounts and classes you want to include in the report. 
  9. Click the Run Report button.

Once completed, review the data displayed in the report. Also, you can change the report's name to your desired one. 

Lastly, you can click the Save Customization button so the system will be able to remember the customization you've made. 

You can view the memorized reports in the Custom Reports tab.

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Swing by here if you have other questions. I'm always here to help.

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