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Popular custom reports in QuickBooks Online

Learn specific ways to customize your reports to get awesome insights.

Your financial reports tell you a lot about your business. Customize your reports to focus on specific details and learn even more.

Here are a few ways you can customize reports to fit your specific needs.

Add filters to Transaction List reports to see transactions for your customers or vendors.

  1. Go to the Reports menu, search for and open a Transaction List by Date report.
  2. Set the date range.
  3. From the Group by drop-down menu, select either Customer or Vendor. You can also select Employees as a group.This shows the options when you select the Group by drop-down menu.
  4. Select Customize.
  5. In the window, select the Filter ▼ icon to open the section.
  6. From the Transaction Type drop-down, select Payment. You can also select other transaction types you want to see on the report. If you want to see everything, select All.This shows the options you have in the customization window when you select the filter section
  7. To see specific customers or vendors, select them from the Name drop-down menu.
  8. When you're ready, select Run report.

Want to know who's bringing in the most income? You can easily filter income or expenses by customers or vendors.

Run an income and expense report for all customers or vendors:

  1. Go to the Reports menu.
  2. Search for and open a report, like a type of Profit and Loss report.
  3. Select Customize. 
  4. In the window, select the Rows/Columns ▼ icon to open the section.
  5. From the Columns drop-down, select Customers or Vendors.
  6. Note: These options are not available for all reports.

  7. When you're ready, select Run report.

The report columns show your income or expenses for each customer or vendor.

Filter a report for specific customers or vendors:

  1. Go to the Reports menu and search for and open a report. 
  2. Select Customize, in the window, select the Rows/Columns ▼ icon to open the section.
  3. From the Columns drop-down, select Customers or Vendors.
  4. Note: These options are not available for all reports.

  5. Select the Filter ▼ icon to open the section.
  6. From the Customer or Location or Vendor drop-downs, select the checkboxes for the specific customers or vendors you want to include.This shows the customization window after you open the filter section and select specific customers.
  7. When you're ready, select Run report.

The report columns only show your income or expenses for the customers or vendors you selected.

There's a special report that compares your budgets and with what you actually spent.

  1. If you haven't already, create your budget.
  2. Go to the Reports menu, search for and open a Budget vs. Actuals report.
  3. If you want to add filters, select Customize and apply them.
  4. When you're ready, select Run report.

You can customize report columns to show different report periods. This makes it easy to do quick comparisons.

In this example, let's compare different years on a Profit and Loss report. You can use these steps for other reports and time periods:

  1. Go to the Reports menu. Then search for and open a Profit and Loss report.
  2. Select Customize and in the window, select the Rows/Columns ▼ icon to open the section.
  3. From the Columns drop-down, select  Fiscal Years or Calendar Years. You can also select days, weeks, or quarters to get other time periods.
  4. Select the Previous year checkbox.This shows the customization window after you select the rows/column section.
  5. If you want to see your numbers as percentages of your account totals, select one of the % options. This makes it easy to understand the impact of the numbers.
  6. When you're ready, select Run report.

There are several filters that make reports easier to read. This is especially helpful if you send report to others.

See items as a percentage of income

This lets you quickly see which products or services have the biggest impact on your business.

  1. Go to the Reports menu and search for and open a report.
  2. Select Customize then Filter ▼ icon to open the section.
  3. Select Product/Service checkbox.
  4. Select the Rows/Columns ▼ icon to open the section.
  5. Select to check the % of Income checkbox.
  6. When you're ready, select Run report.

Note: Instead of products and services, you can also select your customers, vendors, or even employees.

Show negative numbers in red

  1. Go to the Reports menu and search for and open a report.
  2. Select Customize then General ▼ icon to open the section.
  3. Select to check the Show in red checkbox.
  4. When you're ready, select Run report.

Change or remove your company name

To simplify your reports, you can remove or change unnecessary info.

  1. Go to the Reports menu and search for and open a report.
  2. Select Customize then Header/Footer ▼ icon to open the section.
  3. Select and uncheck the boxes for any info you don't need.
  4. When you're ready, select Run report.

Learn more about custom reports

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