QBO Advance Custom Reports

Hello there, @chanscar. 

You can create a custom report in QuickBooks Online Advances to access and prepare your financial data to suit the needs of your business.

Here's how: 

1. Sign in to QuickBooks Online as an admin, then go to Reports. 
2. Select Create a new report, then enter the name of your report. 
3. Select a date range from the dropdown, then select Customize.
4. Select Columns, look for a topic you want to report and select it to reveal the available fields. 
5. Select any fields you want to view on the report. 

You can also use Filter to view only entries that matter to you the most. For more insights, you can check out these articles to learn more about creating custom reports and customizing them: 

• Create custom reports in QuickBooks Online Advanced
• Customize reports in QuickBooks Online

Let me know if there's anything else that you need assistance with. I'll make sure you're all set. Stay safe!

Hi @katherinejoyceO ,

Unfortunately, I don't even have the option to create a new report yet :(

I figured it would have rolled out to everyone by now which is why I posted the question.

I’ll make sure you’ll be able to create a custom report in QuickBooks, @chanscar.

I recognize your need for the custom report option in QuickBooks Online. I also appreciate your patience in waiting for this feature to be accessible on your end.

If you have previous custom reports, you can edit them. Otherwise, you’ll need to contact our support. Our representatives can assist you further and help you add to the list of affected users. Once added, you’ll receive notification updates.

Here’s how:

1. Open QuickBooks.
2. Select Help (?).
3. In the Assistant window, select/type in "Talk to a human."
4. You can enter “Report issue” in the field.
5. Click I still need a human, then press Get help from a human.
6. Choose how you’d like to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

You might want to visit this reference to learn more about our report features: Run reports in QuickBooks Online. It also contains instructions to print, email, and export reports.

Just add a comment below if you have additional questions or concerns about reports. We’re always here to help. Keep safe!