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Join nowIt's nice to see you here, @UandR. I’d be glad to help you have a better display of the content of your reports.
You have the ability to modify reports in QuickBooks by removing or adding filters. This makes it simpler to create a report according to your preferences. This way, you’ll be able to track and bill customers for the number of hours consumed in a project or activity seamlessly.
To start, you can select the Customize button, then set the date range. Next, click the Filter dropdown and tick the boxes of the data you need. You can also click the little Gear icon and add or remove the checkmark in the checkbox.
For instance, an employee works for Customer A with different time duration. To track them, go to the Customize button and tick Customer, Product/Service, Employee, and the Created date, then Run report. On the Gear icon beside the export, you can choose Activity date, Duration, Start time, and End time.
Please know that you can also export the data to Excel for editing to filter some of the data. Just click the Export icon on the right side above the header.
Here’s an article you can read about personalizing your financial reports: Customize reports in QuickBooks Online. This includes a short video that will walk you through the process.
I’ve attached a reference in case you want the same report settings for future use: Memorize reports in QuickBooks Online. It helps you access the information quickly without going through the customization process again.
Don’t hesitate to leave a message if you have additional questions or concerns about QuickBooks reports. I’ll be here to help. Take care!
This does not answer my question. I know all about customizing reports. Is there a TIME BY CUSTOMER report WITHOUT detail??? Just Time by Customer is all I want. Does it exist?
Hi UandR,
Currently, we don't have a time by customer report in QuickBooks Online. You may want to suggest it so our engineers will know that you need it in your QBO. Just click on the Gear icon and choose Feedback.
If you have any other concerns, feel free to go back to this thread.
We have a Time By Customer with Detail - WHY IS THERE NOT A Time By Customer WITHOUT DETAIL???
I appreciate your quick reply, UandR.
Having a Time by Customer report without any details can be a great option in QuickBooks. However, we're unable to generate this specific report in the system. Still, we can utilize the Time Activities by Customer Detail report and manually exclude unnecessary details. We can follow the steps below to do it
We can also export it to Excel. From Excel, we can manually customize the information.
Feel free to utilize these resources to learn more tips and details about personalizing reports in QuickBooks Online:
We're all here to assist you anytime. Just leave another post below if you have more concerns about QuickBooks reports. I'll get back to you as soon as possible.
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