Customizing reports

As discussed, you don’t have to create a report from scratch in QuickBooks Online; you can customize an existing report to get the data that you need. You can save any changes you make to a report so you don’t have to recreate it each time.

The following are the steps we need to follow to customize an existing report:

1. Click on Reports on the left menu bar to navigate to the Reports Center, as indicated here:

Figure 10.5: Navigating to the Reports Center

2. Select the report you want to customize. In this case, we will customize the Profit and Loss report, as indicated:

Figure 10.6: Running the Profit and Loss report

3. Click the Customize button located in the upper-right corner:

Figure 10.7: Customizing a report

4. The following customization window will appear:

   

   Figure 10.8: Options available to customize the report

In the following sections,...