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NKA3
October 9, 2022
Solved

Report Customization - QBO Essentials

  • October 9, 2022
  • 1 reply
  • 1 view

I work with several nonprofits using QBO Advanced.  We're considering a switch over to QBO Essentials for one of the smaller organizations with relatively simple accounting needs.  Does QBO Essentials handle simple report customizations such as adding the "Memo" field to the "Bill Payments List" standard report?

Best answer by mv32

Welcome to the Community, @NKA3.

 

I can help you manage your QuickBooks Online Essential reports. You're correct that this version can handle simple report customizations, such as adding the "Memo" field to the Bill Payment List report.

 

Here's how:

  1. From the left panel, select Business Overview.
  2. Go to the Reports section and then choose the Standard tab.
  3. Type "Bill" in the Search box, then select Bill Payment List.
  4. From the report icons, click mini Gear.
  5. Choose Show More.


     
  6. Check the Memo/Description box.


     
  7. Tap anywhere.

 

You can check this output as reference:

 

 

Please review this article for reference about getting personalized reports: Customized reports in QuickBooks Online.

 

In addition, you can memorize this report by clicking the Save customization button. Then see this under Custom reports from the Reports section.

 

Feel free to comment if you have other reporting questions after switching to the Essential version. I'm always here to lend a hand. Have a nice day!

1 reply

M
mv32Answer
Level 8
October 9, 2022

Welcome to the Community, @NKA3.

 

I can help you manage your QuickBooks Online Essential reports. You're correct that this version can handle simple report customizations, such as adding the "Memo" field to the Bill Payment List report.

 

Here's how:

  1. From the left panel, select Business Overview.
  2. Go to the Reports section and then choose the Standard tab.
  3. Type "Bill" in the Search box, then select Bill Payment List.
  4. From the report icons, click mini Gear.
  5. Choose Show More.


     
  6. Check the Memo/Description box.


     
  7. Tap anywhere.

 

You can check this output as reference:

 

 

Please review this article for reference about getting personalized reports: Customized reports in QuickBooks Online.

 

In addition, you can memorize this report by clicking the Save customization button. Then see this under Custom reports from the Reports section.

 

Feel free to comment if you have other reporting questions after switching to the Essential version. I'm always here to lend a hand. Have a nice day!

    N
    NKA3Author
    October 9, 2022

    Thanks very much - appreciate the help!

    C
    Charies_M
    Level 9
    October 10, 2022

    One additional question -

     

    Am I correct that Quickbooks Essentials has the ability to export reports to Excel?


    I got you, NKA3.

     

    Yes, you can export reports to Excel using QuickBooks Online (QBO) Essentials and this feature is available to all versions of QBO.

     

    I'll show you how to do it below:

     

    1. Go to Business overview and select Reports.
    2. Search for and select the report you want to export.
    3. At the top of the report, select the Export icon. Then select Export to Excel.
    4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

    More about exporting reports to Excel can be found in this article: Export your reports to Excel from QuickBooks Online.

     

    I also have some additional articles about managing a wide range of reports in QBO:
     

    Get back to me if you need help while exporting reports to Excel or anything else about QuickBooks. I'd be happy to assist. Enjoy the rest of the day!

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