How do you create custom reports?

EthanDale · ‎June 27, 2022

We don't currently do payroll through QuickBooks Online, so none of the payroll reports have any data. I can sort of create my own in Excel, manually entering in the figures from the reports for Wages, 941, SWT, etc., but this isn't very optimal. I'd like to create my own custom report that's sort of like a payroll summary. I don't see a button to create a custom report, which is what the documentation says to do.

ChristieAnn · ‎June 27, 2022

Welcome back to the QuickBooks Community, EthanDale. I'll be providing details on how Custom reports work in QuickBooks. Then, to ensure you can create your own custom report that is sort like a payroll summary.

You can make a custom report in QBO by clicking the Save customization button after you've customized the specific data within the program. Please know that a custom Payroll Summary report is currently unavailable in the QuickBooks Online Essential and Plus versions.

However, you can use or upgrade your subscription to QuickBooks Online Advanced version. You can build your own custom report and allow you to access and organize your company’s financial data from there.

Here's how:

Sign in to QuickBooks Online as an administrator. Then, go to the Business overview and select Reports.
Click the Create new report button. Then, enter the name of your report.
Choose a date range from the dropdown and click Customize.
Select Columns and look for a topic you want to report on. Then, select it to reveal the available fields.
Select any fields you want to view on the report.
To change the order in which selected fields appear, select Layout. Then, select and drag the listed fields in the order you want.
Use Pivot table to summarize and total your report data.
Use Filter to view only certain entries.
Select Save to save your report. Then, you can edit the report at any time.
Click Export to export the data to a spreadsheet.

Once done, you can now view your custom reports. Please follow the steps below on how to perform the process:

Sign in to QuickBooks Online as an administrator.
Go to Business overview and select Reports.
Select Custom reports and choose the report name to open it.

Lastly, you may refer to this article to see several payroll reports you can use to view useful information about your business and employees in QBO: Run payroll reports in QuickBooks Online Payroll.

Feel free to leave a comment below if you still have concerns about custom reports in QuickBooks. I'll get back to you as soon as I can, EthanDale. Have a good day!

View solution in original post

ChristieAnn · ‎June 27, 2022

Welcome back to the QuickBooks Community, EthanDale. I'll be providing details on how Custom reports work in QuickBooks. Then, to ensure you can create your own custom report that is sort like a payroll summary.

You can make a custom report in QBO by clicking the Save customization button after you've customized the specific data within the program. Please know that a custom Payroll Summary report is currently unavailable in the QuickBooks Online Essential and Plus versions.

However, you can use or upgrade your subscription to QuickBooks Online Advanced version. You can build your own custom report and allow you to access and organize your company’s financial data from there.

Here's how:

Sign in to QuickBooks Online as an administrator. Then, go to the Business overview and select Reports.
Click the Create new report button. Then, enter the name of your report.
Choose a date range from the dropdown and click Customize.
Select Columns and look for a topic you want to report on. Then, select it to reveal the available fields.
Select any fields you want to view on the report.
To change the order in which selected fields appear, select Layout. Then, select and drag the listed fields in the order you want.
Use Pivot table to summarize and total your report data.
Use Filter to view only certain entries.
Select Save to save your report. Then, you can edit the report at any time.
Click Export to export the data to a spreadsheet.

Once done, you can now view your custom reports. Please follow the steps below on how to perform the process:

Sign in to QuickBooks Online as an administrator.
Go to Business overview and select Reports.
Select Custom reports and choose the report name to open it.

Lastly, you may refer to this article to see several payroll reports you can use to view useful information about your business and employees in QBO: Run payroll reports in QuickBooks Online Payroll.

Feel free to leave a comment below if you still have concerns about custom reports in QuickBooks. I'll get back to you as soon as I can, EthanDale. Have a good day!

EthanDale · ‎June 29, 2022

I found out that you cannot make custom reports unless you pay an additional fee.

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How do you create custom reports?