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H
HistoryCenter
October 11, 2021
Question

How do I create a custom report from scratch?

  • October 11, 2021
  • 2 replies
  • 3 views
I would like to make an expense and income report for one bank account, including transfers in and out.

2 replies

G
Giovann_GModerator
Moderator
October 11, 2021

Hi there, HistoryCenter.

 

Currently, the option to create a custom report from scratch is available in QuickBooks Online Advanced. You can upgrade or utilize the ready-made profit & loss details report if you're using a Plus or Essential subscription. Then, customize it to reflect only the specific bank.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Find the Profit & loss details report.
  3. Click the Customize button.
  4. Select the correct reporting period.
  5. In the Filter section, choose the accounts, customers, vendors, and products you want to appear on the report.
  6. Once done, hit Run report.

 

You can check out this article for more details on modifying reports in QuickBooks Online: Customize reports in QuickBooks Online.

 

Alternatively, you can also export your report to Excel for additional options on personalizing it: Export your reports to Excel from QuickBooks Online.

 

You can also memorize your report to save the current setting for future usage.

 

Let me know if you have additional questions about reports. I'm always willing to help. Have a wonderful day.

H
HistoryCenterAuthor
October 13, 2021

Answer just sent to customized options.  I've tried all those.  I want MORE options:  for instance, an Activity Report for just one Bank Account.  I can't find a way to do that anywhere.

M
mv32
Level 8
October 13, 2021

Thanks for your prompt response about finding a way to get a bank activity report from scratch, @HistoryCenter.

 

I know that having a bank activity report would be crucial to your business. However, this is unavailable for now. In the meantime, I suggest looking at your Chart of accounts to see the the flow of transactions from your bank register that includes transfers in (customer payments, deposits, transfer) and out (expenses).

 

Here's how:

  1. Go to the Accounting menu from the left panel and then select Chart of accounts.
  2. Find the bank in question and then click View register from the Action column.
  3. From there, you'll see the transactions in and out of your bank.

 

You can also filter the transactions to view specific data. Just click the Funnel icon on the upper left part of the bank register. And then hit Apply to see the output. Take a look at this reference: Find, review, and edit transactions in account registers.

 

In addition, you'll want to print or export the information to Excel. You can click these options grayed on the upper right of the bank register.

 

Please know that I'm looking forward to your business success. If you have additional questions or QuickBooks-related concerns, feel free to leave a comment anytime. QuickBooks team and the Community members will help you here. Take care!

B
Bquick1
December 27, 2023

If you go to 'Reports' and then 'Profit and Loss' then set your date range and 2 left-clicks on the account you want to report on. Then go to 'Customize' and choose the fields that you want. And/or send the expanded profit and loss detail report to Excel and then format the Excel report the way you want it.

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