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I'm glad you asked this question about customizing reports in the forum. I'll share details on how you can get the data you need, YehudaKalshi.
If you're using QBO Advanced, you can build a report from scratch by adding columns. Let me show you how:
- Go to the Reports menu and click Create new report.
- Select Start by adding data columns.
- Proceed to the Columns section.
- Add columns by clicking the type of transactions or parameters you want to add. Then, check the boxes before the specific data that will be part of the report.
- Click the Save icon in the upper-right hand corner.
If you have a different type of subscription, you can continue exporting your data to Excel and customize the report from there. Just click the Export button and select Export to CSV.
Let me give you these articles that talk about this function for more details:
QuickBooks Online also works with hundreds of third-party apps offering a variety of services, including building customized reports. You can follow these steps on how to look for and integrate an approved and accredited app:
- Go to the Apps menu and select Find apps.
- Type in the word "report" in the Search field and press Enter.
- Select an app and click on it to get more details about the program that you want to use.
Let me know if that answers your question about making reports. You can also ask follow-up questions if you need anything else.
