Go to Business overview then select Reports (Take me there).
Select Create new report.
Enter the name of your report.
Select a date range from the dropdown.
Select Customise.
Select Columns, look for a topic you want to report on, and select it to reveal the available fields.
Select any fields you want to view on the report.
Some fields may not work in a report together. When you select a field, non-compatible fields will be unavailable.
If you use custom fields, they appear in this list.
Select Clear all to remove all fields.
To change the order in which selected fields appear, select Layout, then select and drag the listed fields in the order you want.
Use Pivot table to summarise and total your report data.
Choose which fields to categorise in the rows and columns, then select which value field you want to summarise.
Select Show totals to add a totals row or column.
Once you've selected Rows, Columns, and Values, the report view displays as a pivot table. Switch off Show pivot table to return the report to the original view.
Use Group to group and sub-group line items by any column.
Select Edit group calculations to calculate totals, average, or percentage for numeric groups.
When a report is grouped, select expand ▼ to view the details inside that group.
Use Filter to view only certain entries. Choose what you want to filter by, select the operation, then choose from the provided values. You can apply multiple filters.
Select the Save icon to save your report. You can edit the report any time.
At the top of the report, select the Export icon. Then select Export to Excel or Export as CSV to export the data to a spreadsheet.
View your custom reports
Sign in to QuickBooks Online as an administrator.
Go to Business overview and select Reports (Take me there).
Select Custom reports and select the report name to open it.
Tip: If you want to view any transactions on your report, select any field in the report row to open the transaction in a new tab.
