The customize report feature in QuickBooks Online can help build the report you want to see.

Note: This information does not apply to payroll reports.

Customize a report

  1. Select Reports from the left menu.
  2. Select Customize for the report you wish to customize.
  3. Change the settings in the Customize report window.
  4. Select Run report at the bottom.
Important: You're not able to change the font, color, or other aspects of the visual appearance of a report directly in QuickBooks Online. To make these changes,  export the report to Excel and make the desired changes in Excel.

Save a customized report

  1. Select Save customization at the top.
  2. Enter a Custom report name.
  3. If you want to share your customized report with other company users, check the box to Share this report with all company users.
    • ​​​Note: If the user who created a custom report is deleted from the company, any reports they created will also be deleted.
  4. Select Save.
  5. You can then access it through the My Custom Reports tab of the Reports feature.

Other customization options

  • Resize column widths.
  • Export reports to Excel and make your changes there.
  • You can also change the way a report prints using your Internet browser settings. Your browser adjusts margins, page orientation, and what appears in the headers and footers.