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Aliwal Dive Centre
Level 1
posted
‎December 17, 2022 08:23 AM
last updated ‎December 17, 2022 8:23 AM

Can I write my own reports?

I find the Tax / Vat reports not reflecting the account name / discription
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1 Comment 1
Ethel_A
QuickBooks Team
QuickBooks Team
‎December 17, 2022 10:29 AM

Can I write my own reports?

Hello there, @Aliwal Dive Centre.

 

I'll share some information about running reports in QuickBooks Online.

 

You can customize reports in a variety of ways. You can filter them to display only certain accounts or clients or arrange the layout so that the appropriate data appears where it should. Here's how to modify reports so that they highlight the information that's most important to you.

 

  1. Go to Business overview and select Reports.
  2. Find and open a report.
  3. Use the basic filters to adjust things like the report dates.
  4. Select Customise in the top right-hand corner of the page.
  5. Click the Rows/Columns.
  6. Hit Change columns.
  7. Tick the checkbox for Description.
  8. Click Run report.

 

Check this article to learn more about customizing reports: Customise reports in QuickBooks Online.

 

I'm adding this article as your reference for common customized reports in QuickBooks Online: Common custom reports in QuickBooks Online.

 

Be sure to drop me a reply if you have additional questions while managing reports. I'd be more than happy to help.

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