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Great idea you have there, @Jon Reese.
I'll share some insights about customizing your reports in QuickBooks Desktop (QBDT).
The option to have your rows show two levels of information in your summary custom report isn't available in QBDT. As a way around, you'll want to export your report to MS Excel and add another row from there.
I'll show you how:
You can also check this article for additional reference: Export reports as Excel workbooks in QuickBooks Desktop.
Another way is to utilize a third-party app that lets you modify your summary custom reports based on your business needs. Simply hover to the App Center in your QBDT and look for an app from there.
I recognize how beneficial it is to your business to seamlessly customize reports on the data you need. I recommend sending your feedback to our Development team. They are always open to any suggestion as this can help us make QuickBooks better. Here's how:
Furthermore, I'm adding this article for your reference. This can guide you on how to memorize and combine your reports in QBDT: Understand reports.
Please don't hesitate to get back to me if you have any other follow-up questions about managing your reports in QBDT. I'm always here to assist you. Keep safe and have a great day ahead!
Great idea you have there, @Jon Reese.
I'll share some insights about customizing your reports in QuickBooks Desktop (QBDT).
The option to have your rows show two levels of information in your summary custom report isn't available in QBDT. As a way around, you'll want to export your report to MS Excel and add another row from there.
I'll show you how:
You can also check this article for additional reference: Export reports as Excel workbooks in QuickBooks Desktop.
Another way is to utilize a third-party app that lets you modify your summary custom reports based on your business needs. Simply hover to the App Center in your QBDT and look for an app from there.
I recognize how beneficial it is to your business to seamlessly customize reports on the data you need. I recommend sending your feedback to our Development team. They are always open to any suggestion as this can help us make QuickBooks better. Here's how:
Furthermore, I'm adding this article for your reference. This can guide you on how to memorize and combine your reports in QBDT: Understand reports.
Please don't hesitate to get back to me if you have any other follow-up questions about managing your reports in QBDT. I'm always here to assist you. Keep safe and have a great day ahead!
Much appreciated. Thanks for the clear guidance.
Thanks for the guidance and clear counsel. Much appreciated.
Hello there, Jon Reese.
Thanks for getting back to us and letting us know that everything is clear to you now. In addition, you might want some of our helpful articles about managing reports. I've added these articles for your reference: Create and Manage Reports in QuickBooks Desktop.
Anyway, if there's anything else that you need, let us know so we can get back to you. Remember, the Community is always here to help you 24/7. Always stay safe!
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