Reports in QuickBooks is a powerful tool offered both to the Desktop product as well as QuickBooks Online. It provides detailed information about the different branches of your business and will provide insights to help you make better business decisions. You can take your reports and create custom reports in QuickBooks. QuickBooks custom reports allow you to change the report layout, add or delete columns, add or delete rows and filter by data or date ranges. Once you have your QuickBooks custom reports, you can then learn how to share custom reports in QuickBooks.
In this article, we’ll first discuss how to customize reports in QuickBooks Desktop, then discuss how to create a custom report in QuickBooks Online and end with how to share custom reports in QuickBooks.
How to Customize Reports in QuickBooks Desktop
In QuickBooks Desktop, you can customize any report you run. To create a QuickBooks custom report, follow these Intuit provided instructions:
- Run a report.
- On the Report window, select Customize Report.
- On the Modify Report window, go to the tab/s you need to update, then select OK when you’re done.
Now that you have learned how to customize reports in QuickBooks Desktop, scroll to the bottom to learn how to share custom reports in QuickBooks.
How to Create a Custom Report in QuickBooks Online
Similar to QuickBooks Desktop, you can customize your reports that you run. To create a QuickBooks custom report, follow these Intuit provided instructions:
- In QuickBooks Online Accountant, go to the Reports menu.
- Go to the Standard tab.
- In the search field, enter the name of a report. Or, select and open one on the list.
- Select Customize.
- When you’re done customizing the report, select Run report.
In QuickBooks Online, you can also create a QuickBooks custom report for a specific account in your Chart of Accounts. Under the Chart of Accounts, you’ll first run and then Intuit provides the following instructions on how to customize reports in QuickBooks:
- Click on the Gear icon.
- Under Your Company.
- Choose Chart of Accounts.
- Find the account and click the drop down arrow beside View Register.
- Choose Run Report.
- Customize the report.
- Click Save customization.
- Enter the details of the customized report.
- Click Save.
Now that you’re an expert on how to create a custom report in QuickBooks Online, you can begin to build them like the professional you are. Once you have many in your account, you may need to easily find them to manage them. You can find your QuickBooks custom report by following these Intuit provided instructions:
- Go to Reports.
- Click the My Custom Reports tab.
- Click the name of the report to open it.
Learn how to Share Custom Reports in QuickBooks with Qbox!
There are many ways to share your custom reports in QuickBooks. In QuickBooks Online, you can share your firm’s custom reports with your firm and all QuickBooks users. But what happens if your client doesn’t have a QuickBooks Online subscription or access to your desktop file? Without access to the QuickBooks file, you can learn how to share custom reports in QuickBooks. You can always export a QuickBooks custom report to Excel or save it as a PDF. Then you’ll need to send it to your clients to share their QuickBooks custom reports. You can send the QuickBooks custom reports via email or even a USB drive.
Alternatively, you can also learn how to share custom reports in QuickBooks with Qbox. Qbox will share your Microsoft Office and PDF files securely through the cloud. Keep your historical reports in an easy to find folder for reference without asking your client to manually save every attachment you’ve sent through email. To learn more, visit https://www.qboxplus.com/features/