Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
ngjmanager
New Member

Should QBO custom reports be able to create the same report that QB Enterprise did?

In QBs Enterprise we created a Sales transaction report that we were able to add the Customer Bill To State and Ship to State for each transaction. We are trying to duplicate this in QBO after migrating to QBO, but the fields done always show the same information. Is this a migration issue?

1 Comment 1
JayneusR
QuickBooks Team

Should QBO custom reports be able to create the same report that QB Enterprise did?

Hello there, ngjmanager.
 
QuickBooks Online (QBO) custom reports typically cannot generate the same reports as QuickBooks Desktop Enterprise. While both versions offer strong reporting tools, they vary in features, flexibility, and design.
 
In QBO, you can generate a Transaction List by Customer report and customize it to include columns for the Bill To and Ship To states. Once customized, you can save this as a custom report for future use.
 
Here's how:
 

  1. In the Reports page, search for the Transaction list by Customer.
  2. In the upper right corner, click Columns.
  3. Select the boxes for Bill To and Ship To to display in the report.
  4. Use the Filter option to refine the data included in the report.
  5. Once done, click Save As, enter the desired report name, and click Save.

 

Regarding your migration query, the Customer Bill to and Ship to Address are part of the data moved to QBO. For a more detailed explanation of what transfers during migration, check this article: Learn how features and data transfer from QuickBooks Desktop to QuickBooks Online.
 
Additionally, have you heard about our QuickBooks Live Expert Assisted team? They specialize in managing QBO data and reports, ensuring accuracy while assisting with customization and troubleshooting to meet your specific needs. Connect with them today for tailored support.
 
If you have further questions or need additional guidance, feel free to share them in the comments. We're here to help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us