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Custom Reports in QuickBooks Online – Instructions

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Custom Reports in QuickBooks Online - Instructions: A picture of a user saving a custom report in QuickBooks Online.

Custom Reports in QuickBooks Online: Overview

            You can save custom reports in QuickBooks Online so you won’t need to recreate them again. To save custom reports in QuickBooks Online, click the “Save Customization” button in the upper-right corner of a customized report. A drop-down menu then appears. Type a custom report name into the “Custom report name” field in the drop-down menu.

            To add this report to an existing customized report group, use the “Add this report to a group” drop-down to select the name of the report group. You can also click the adjacent “Add new group” link to create a new report group, if needed. Doing this adds a “New group name” field to this drop-down menu. Type a name for the new report group into this field and then click the adjacent “Add” button. Report groups let you save the reports in the group as a PDF or email the reports in the group to people on a regular basis.

Custom Reports in QuickBooks Online - Instructions: A picture of a user saving a custom report in QuickBooks Online.

Custom Reports in QuickBooks Online – Instructions: A picture of a user saving a custom report in QuickBooks Online.

            To share this report with others, use the “Share with” drop-down to select either the “All” or “None” choice. If not shared, a customized report only appears when you are logged into QuickBooks Online Plus. When finished, click the “Save” button in the drop-down menu to save the customized report.

            To find saved customized reports, click “Reports” in the Navigation Bar. Then click the “My Custom Reports” link in the page that opens to the right. Your saved customized reports appear in a list on this page. Reports saved into report groups appear indented below the name of the report group in this same list. To expand and collapse the listing of reports within the group, click the arrow next to the report group’s name. To run one of these reports, click its name within the list.

Custom Reports in QuickBooks Online: Instructions

  1. To save a customized preset report in QuickBooks Online, click the “Save Customization” button in the upper-right corner of the report you customized to show a drop-down menu.
  2. Type a custom report name into the “Custom report name” field in the drop-down menu.
  3. To add this report to an existing customized report group, use the “Add this report to a group” drop-down to select the name of the report group.
  4. To create a new report group, if needed, click the adjacent “Add new group” link to add a “New group name” field to this drop-down menu.
  5. Type a name for the new report group into this field and then click the adjacent “Add” button.
  6. To share this report with others, use the “Share with” drop-down to select either “All” or “None.”
  7. When finished, click the “Save” button in the drop-down menu to save the customized report.
  8. To find saved customized reports, click “Reports” in the Navigation Bar.
  9. Then click the “My Custom Reports” link in the page that opens to the right.
  10. Your saved customized reports appear in a list on this page.
  11. Reports saved into report groups appear indented below the name of the report group in this same list.
  12. To expand and collapse the listing of reports within the group, click the arrow next to the report group’s name.
  13. To run one of these reports, click its name within the list.

Custom Reports in QuickBooks Online: Video Lesson

            The following video lesson, titled “Saving Customized Reports,” shows how to save custom reports in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Plus Made Easy v.2017.”

 

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