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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Jeff_S
QuickBooks Team

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Yes, in QuickBooks Online (QBO), we can run custom reports for products and services, as well as for payments received, @dsfsdfds. However, there isn’t a built-in feature that allows users to create a custom field that automatically multiplies the payment received by a set percentage directly within transaction forms. I’ll guide you through the steps to customize a specific report.

 

To generate a monthly report in QBO that displays products/services and the payments received in a specified month, here's how:

 

  1. Log in to QuickBooks Online:
  2. Go to Reports:
  3. In the Reports page, use the search bar to search for Transaction Detail by Account. Then click the report to open it.
  4. Click Customize the report.
  5. Under the General section, set the Report period to the specific month you want to analyze.
  6. Under the Filters section, select Transaction type then choose Payment.
  7. In the Rows/Columns section, check the DateProduct/Service/Amount.
  8. Then click Run Report.

 

For modern view:


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For classic view:

 

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Also, custom reports allow you to focus on the particular metrics and data points that are most relevant to your business or your client’s business. Refer to this article: Customize reports and create custom summary reports in QuickBooks Online Accountant.

 

Additionally, by memorizing reports, you and your team ensure that you and your team use the same report format and settings every time. This consistency helps maintain uniformity in data analysis and reporting across the organization.

 

Moreover, enhance your financial trajectory by working with our QuickBooks Live Expert Assisted team. These financial maestros streamline your processes and provide bespoke advice to meet your business's unique needs. Click now to embark on a new era of financial clarity and success.

 

Mastering report customization in QuickBooks Online is essential for effective financial management and can enhance decision-making, communication, and adaptability in your business, @dsfsdfds. If you have further questions or need assistance with customizing reports, please click the reply button. I'm always here to help.

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