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nimajneb13
Level 1

Can I customize the reconciliation report on QuickBooks Online?

I'm noticing that the reconciliation report lacks details for audit purposes, and I would like to customize it with additional fields, such as accounts.
1 Comment 1
Kevin_C
QuickBooks Team

Can I customize the reconciliation report on QuickBooks Online?

Hello there, nimajneb13.

 

I can see how your business has a definite need to have the option to customize a reconciliation report in QuickBooks Online (QBO). Let me share some insights about this capability within the program.

 

I understand how essential it is to have the ability to customize a report with an additional field. In the meantime, you can export the reconciliation report to Excel. This way, you can manually add columns/fields with certain formulas for each column's total. Visit this article for more information about this process: Export your reports to Excel from QuickBooks Online.

 

For now, I'll take note of your feedback to help improve our service. Also, you may personally send this product suggestion to our software engineers to work on its progress to include it in future updates. Let me show you how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Type in your feedback and product suggestions.
  4. Click Next to submit them.

 

Additionally, you can visit these articles to modify your reports to make changes to the filters and other details in QuickBooks to show the correct data for each company.

 

 

Please know that you're always welcome to post a reply in this thread if you need more help managing your reports or anything related to QuickBooks. Take care and stay safe always!

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