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fickelmer-83-gma
Level 1

Can you edit a customize report to add or delete vendors?

 
1 Comment 1
Rubielyn_J
QuickBooks Team

Can you edit a customize report to add or delete vendors?

Welcome to the Community space, @fickelmer-83-gma.

 

Let me share insights and help you edit your report in QuickBooks Online. 

 

Currently, there isn't a way to add or delete vendors on your customized report. We can only set up a schedule and add your custom reports to a group so only certain people can view them.

 

As an alternative, we can run a Standard report in your QBO account. From there, you can customize it to show specific accounts, vendors, and customers, or format the layout so the right data shows up in the right place. For detailed steps, please utilize this link: Run reports in QuickBooks Online.

 

You may also want to take a look at this article, which provides insights into several methods for customizing reports to suit your particular requirements: Common custom reports in QuickBooks Online.

 

If you have any further questions in the future about modifying your reports, please don't hesitate to reach out. We're here to ensure our services meet your exact specifications.

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