Customize reports

Customize your financial reports in QuickBooks Online to show the accounts, customers, and details that matter most to your business. You can filter data, change the layout, save your custom reports, and share them with others.

With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

What you’ll need

• An active QuickBooks Online subscription.

Customize an existing report

Follow these steps to customize and save an existing report. The customization options you see depend on your subscription.

Note: If you have QuickBooks Online Essentials, QuickBooks Online Plus, or QuickBooks Online Advanced, you can also run “Detail” versions of standard reports. 

1. Go to Reports , then Standard reports (Take me there).
2. Find and open a report. To find a specific report, enter keywords in the Type report name here search bar.
3. Adjust the report period and dates.
4. Select Customize.
5. Apply any filters or changes to your report. You can filter by accounts or customers, change the accounting method, adjust the number format, choose which rows and columns show, and update the header or footer.
6. Review the changes. Updates appear automatically as you make them.
7. When you're happy with the results, select Save customization or Save as.
8. Enter a name for your report.
9. (Optional) To share the report, turn on Share with others.
10. (Optional) To add the report to a group, select Add to group. Enter a name for a new group, or select an existing one.
11. Select Save.

Results

The report is now listed in your Custom reports (Take me there).

Next steps

Learn how to get more info out of your custom reports in QuickBooks Online.

Related links

• Common custom reports
• Customize your reports with a modern view