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Replying to:
JamaicaA
QuickBooks Team

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I appreciate your dedication to streamlining your reporting process within QuickBooks Online (QBO), dsfsdfds. However, displaying months horizontally and grouping columns by product/service is not supported. I can assist you in requesting this feature from our developers to enhance future data presentation.

 

I understand the convenience of organizing the balance receivable, invoices, and products/services in a report within the program. While QBO offers various reporting options, the specific format of displaying months horizontally with a vertical column grouped by product/service is unavailable. In this case, I recommend submitting a request for more configuration choices to customize the rows, columns, and data accordingly.

 

Follow the steps below:

 

  1. Go to the Gear icon at the top.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

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Alternatively, you can select the Give Feedback button at the top-right corner of the report page on Modern View.

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Keep an eye on your suggestions on this website and visit our blog for recent developments.

 

Additionally, check out this article for more personalization instructions to get the most out of your financial report: Customize reports in QuickBooks Online.

 

Furthermore, you can scan this reference to memorize your customization settings: Save a customized report in QuickBooks Online.

 

If there is anything else I can assist you with or if you need help exploring other available reporting options, please don’t hesitate to let me know. We're here to make your experience with QuickBooks as productive and seamless as possible. Keep safe.

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