Creating a custom report for a category/Account with a class by Month

AlexARC · ‎March 03, 2023

Hi!

I'm looking to create a custom report for my categories (which I believe is now called Account). I'm looking to have class, month, and if possible, budget to Actual. I only have 4 accounts/categories that I need this for, each of course would be its own report.

so I'm envisioning the Y-axis has the classes and the x axis having a budget to actual for every month. Is this possible or is this too customized?

At the very least it'd be great if its possible to just have a report (one category/account) with y axis of classes and x axis of total by month if we're not able to get the budget v. actual in there.

Many thanks for the help

Ethel_A · ‎March 03, 2023

I'm here to help you run a report of the accounts with the details that you need, @AlexARC.

Currently, the details that you want for a report is not available. As a workaround, you can run the Transaction detail by account report.

Here's how:

From the left menu, choose Business Overview.
Search for Transaction Detail by Account Report.
From the Report period dropdown, choose the date you want to include in the report.
You can choose how you want to group the report. Select Class if you want.

Then, export the report to Excel. From there, you can edit your report and arrange the details on how you want it to appear.

For future reference, I'm also adding this guide to memorize a report if you want to save the customization. This way, you can save time in setting up the report.

Don't hesitate to click the Reply button below if you need additional assistance running reports in QuickBooks Online. I'm always here to help. Have a great day.

View solution in original post

Ethel_A · ‎March 03, 2023

I'm here to help you run a report of the accounts with the details that you need, @AlexARC.

Currently, the details that you want for a report is not available. As a workaround, you can run the Transaction detail by account report.

Here's how:

From the left menu, choose Business Overview.
Search for Transaction Detail by Account Report.
From the Report period dropdown, choose the date you want to include in the report.
You can choose how you want to group the report. Select Class if you want.

Then, export the report to Excel. From there, you can edit your report and arrange the details on how you want it to appear.

For future reference, I'm also adding this guide to memorize a report if you want to save the customization. This way, you can save time in setting up the report.

Don't hesitate to click the Reply button below if you need additional assistance running reports in QuickBooks Online. I'm always here to help. Have a great day.

AlexARC · ‎March 04, 2023

Thank you! This is a great workaround that I think will give me all I need.

AileneA · ‎March 04, 2023

You're most welcome, AlexARC.

We're glad to know everything went well on your end. We'd like to thank you as well for going through my colleague's suggested workaround procedure.

You are always welcome to come back to the Community If you need more helping hands. We are always here to help and assist you anytime.

For additional help, this article contains resources that will efficiently guide you on how to perform any tasks in QBO. The topics include taxes, forms, managing employees' information, Banking, and Payments, to name a few.

Don’t hesitate to add a comment if you still have questions. I’m more than happy to answer them for you. Have a good one.

Topics

Training

Community

Resources

Creating a custom report for a category/Account with a class by Month