Learn how to customise reports to fit your business needs.

Create a customised report

  1. From the left menu, select Reports.
  2. Choose a report you wish to customise.
  3. Select the three dots icon, then select Customise.
  4. Change the settings in the Customise Report window.
  5. Select Run Report.

Save, share, and access a customised report

  1. Select Save customisation at the top.
  2. Enter a Custom report name.
  3. If you want to share your customised report with other company users, select the Share with drop-down and choose All.
  4. Select Save.
  5. Go to Reports > Custom Reports to access the report.
Note: Master Admin can’t view unshared reports created by a non-MA user

Print and export customised reports

Print

Adjust margins, page orientation, and headers and footers in your Internet browser settings.

Resize column width

Column widths on the report depends on how many columns you choose to display on your reports. If the column width seems too small, select and drag the column dividers at the top to adjust.

Export reports to Excel

You can’t change the font, colour, or other aspects of the visual appearance of a report directly in QuickBooks Online.

Tip: If you need to make additional customisation, you can export the report to Excel and make your changes there.

Do more with your reports

Use this guide to get the most out of your customised reports.