What is the URL for the "Custom Summary Report"? It's not in my QBO Reports menu.

Hi there, gstuart. 

Thank you for stopping by the Community this afternoon. I'm more than happy to help you out today. In order to create a custom summary report in QuickBooks Online, you'll want to follow these steps below:

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:

• How to Customize Reports: Basics, Sorting & Date Ranges
• How to create a custom summary report

If there's anything else I can do to help, feel free to post here anytime, any day. Thanks again and I hope you have a lovely day. 

Nick,

Thanks, but that is not what I was seeking.  I was in a webinar today where the presenter showed a specific report named "Custom Summary Report".  That's why I include it in quotes.  Evidently Intuit no longer includes this report in the QBO Advanced or any other version of the product, but it's available by entering a URL on the Intuit site.  The webinar was too fuzzy for me to read the URL

Please provide me that URL so I can use this report.

Thanks,

Geoff

Welcome back, gstuart.

The Custom Summary Report is only available in QuickBooks Online Accountant version. Thus, entering a URL is not an option. The availability of the feature depends on your version of QuickBooks.

Learn more about this feature through this article: Customize reports and create Custom Summary Reports in QuickBooks Online Accountant.

If you're using regular versions of QBO such as Simple Start, Essentials, and Plus the Balance Sheet, and Profit and Loss are considered to be one of the examples of Summary Reports. You can customize these reports in your own preference.

I have some additional articles about managing a wide range of reports in QBO:

• Run reports in QuickBooks Online
• Memorize reports in QuickBooks Online

To help you with the future task and tips when using QBO, you might want to visit our Help Articles.

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

Charles_M,

Thanks for your answer, but please be aware that the URL is available.  I was able to find it in a webinar presentation.

https://qbo.intuit.com/app/reportv2?token=CustomSummary

This brings up the report in Definition mode, and it can then be saved to my custom report list.  It's a valuable report to have as a basis for custom reporting needs that are not addressed by the standard QB reports.

Geoff