QuickBooks Online For Dummies, 2024 Edition

Chapter 14

Custom Reports and Charts

IN THIS CHAPTER

Investigating the Custom Report Builder

Creating charts

Pivoting reports

In this chapter, I show you the enhanced reporting capabilities offered for those users who have a QuickBooks Online Advanced subscription. This includes a custom report builder and the ability to add custom fields to records and transactions. You can use the Advanced sample company at https://qbo.intuit.com/redir/testdrive_us_advanced if you don’t have an Advanced subscription or haven’t yet added enough transactions to create meaningful reports with.

Remember to log out of your QuickBooks company before trying to sign into the sample company. You can also open the sample company from an incognito page of your browser or use a different profile in your browser.

Introducing the Custom Report Builder

You can customize the built-in reports for every QuickBooks subscription level to a certain extent. This means that you can hide or display columns, control whether headers and footers are included in the report, and make other minor cosmetic changes. The Custom ...