Hi navedans!
You can customise reports in QuickBooks Online. Let me help you.
QuickBooks Online allows us to customise the reports to get the data we need. Then, we can save it so you don't need to go through the same process if we need it again. Follow these steps:
- Go to the Reports menu. Search and select your desired report.
- Click the Customise button. On the Customise report pop-up, use the filters and sorting option.
- Tap Run report, then select Save customisation.
- Enter a report name and if you want to share it with other users. Tap Save.
You can check the list of available reports here: Reports included in your QuickBooks Online subscription. Also, the detailed steps on how to create your own customised report are in this link: Customise reports in QuickBooks Online.
Need anything else? Leave a comment below and we'll respond as soon as we can.
