Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Yes, Sherlene, you can absolutely create a personalized financial report tailored to your specific needs using QuickBooks Online (QBO) Advanced. All you have to do is click the Create new report button, and you’ll have complete control over building or modifying your report. Let me help out by giving you all the details.
We can utilize the report creation wizard to build your reports, or manually add data columns to design the information you want to display. Alternatively, select a report type and customize the selections to fit your reporting needs.
For more information, refer to this article: Create your custom report.
If these features are unavailable in your current subscription, consider upgrading your plan to unlock the advanced capabilities in the Subscriptions and billing.
I hope these steps make it easier for you to improve your reporting process. If you have further questions about organizing your data, please don't hesitate to click the Reply button below. I'm here to simplify your financial reporting and support your goals. Take care.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here