Quickbooks report

Welcome back to the Community, @sombra987.

Yes, you can see and automate all these things by pulling up a particular report on your QuickBooks Online Reports menu. Then Customize the report and click the Save customization button. The saved customize reports can be seen in the Reports menu, under the Custom reports tab.

For the Total Expenses for a specified month, you can check the Profit and Loss report and Customize it to All Expenses Account (under Business overview). Make sure to change the reporting period. This way, you will get the non-payroll and payroll expenses.

Here's how:

1. Go to Reports and then select Profit and Loss by Month.
2. Click Customize on the upper right.
3. Change the Report period to a specified month.
4. Select the Filter drop-down list.
5. Check the Distribution Account box and then select the All Expenses Account.
6. Click Run report.
   

You can also customize the P & L into All Income Accounts to get the Total Revenues. You can follow the steps provided above and in step 5, change the Distribution account to All Income Accounts. Also, make sure to change or check the Report period.

For the open receivables, you can pull up the Open Invoices report.

Here's how:

1. Go to the Reports menu.
2. Select the Standard tab.
3. Under Who owes you selection, select Open Invoices.

Lastly, you can check your Banking/Transactions menu and select the Banking tab to see the current Bank Balance.

I'll add this video and article as your references in customizing reports:

• How to Customize Reports: Basics, Sorting & Date Ranges
• Memorize reports in QuickBooks Online

Just in case you wanted to send the reports through email, make sure to save its customization and check this on the Custom reports tab. Then click Edit and turn on the feature, you can follow the steps given by this article: Set schedule and email information for a memorized report.

Please let me know or tag me (@Jovychris_A) if you have more questions. I'm always here to help. Have a good one!

@Jovychris_A thank you for your reply! my main question was if I could combine these into one report or customize the report to display this. Do you know? I handle 4 different companies and would have to do it for all of them monthly.

Thank you!

Thanks for your prompt response, @sombra987.

Currently, we're unable to combine these reports into one in QuickBooks Online. That said, reports are hitting different accounts like the total expenses and revenues (pulling up Profit and Loss by Month (All Income/Expenses Account)). Open receivables (Open Invoices report).

I'd suggest exporting these reports to excel.

You can click the Export icon on the upper right of each report and then select Export to Excel. There you can combine these reports using the Excel application.

In addition, if you want to run a report of an account from the Chart of Accounts, here's how:

1. Go to Accounting and then Chart of Accounts.
2. Click the drop-down button on the Action column.
3. Then choose Run report. 
4. Click the Export button on the upper right of the report.
5.  Select Export to Excel.

Keep me notified by leaving your message here if you have more questions. I'll be happy to help. Stay safe and healthy!