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Best answer May 15, 2024
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It's good to see you join us here in the forum, Wjjohns. Let me help with your question about adding details when creating reports.
For now, there's no option to attach a PDF document when creating a custom management report in QuickBooks Online.
Please know that you can only enter text entries in the Header and Footer sections of the report. Here's how to go to that part:
- Go back to the custom management report that you're working on.
- Click More options at the bottom.
- Proceed to the Footer section and put in the details.
I can see that being able to attach PDF documents to management reports would be a great addition to the program. I encourage you to submit a feature request to our product engineers outlining this suggestion.
Here's how:
- Go to the Gear icon and select Feedback.
- Enter your product suggestions.
- Click Next to submit them.
I would also like to recommend these articles for additional information and resources in case you need them:
- View And Edit Management Reports In QuickBooks Online
- Use Custom Fields In Reports In QuickBooks Online Advanced
Please do not hesitate to seek assistance in the forum if you need further help when running reports and analyzing data in QBO. The QuickBooks team is always available and ready to provide support whenever you need it.
It's good to see you join us here in the forum, Wjjohns. Let me help with your question about adding details when creating reports.
For now, there's no option to attach a PDF document when creating a custom management report in QuickBooks Online.
Please know that you can only enter text entries in the Header and Footer sections of the report. Here's how to go to that part:
- Go back to the custom management report that you're working on.
- Click More options at the bottom.
- Proceed to the Footer section and put in the details.
I can see that being able to attach PDF documents to management reports would be a great addition to the program. I encourage you to submit a feature request to our product engineers outlining this suggestion.
Here's how:
- Go to the Gear icon and select Feedback.
- Enter your product suggestions.
- Click Next to submit them.
I would also like to recommend these articles for additional information and resources in case you need them:
- View And Edit Management Reports In QuickBooks Online
- Use Custom Fields In Reports In QuickBooks Online Advanced
Please do not hesitate to seek assistance in the forum if you need further help when running reports and analyzing data in QBO. The QuickBooks team is always available and ready to provide support whenever you need it.
