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 a report:
- Click on Reports on the left menu bar to navigate to the Report Center, as indicated here:
Figure 10.6: Navigating to the Report Center
- Select the report you want to customize. In this case, we will customize the Profit and Loss report, as indicated:
Figure 10.7: Running the Profit and Loss report
- Click the Customize button located in the upper-right corner:
Figure 10.8: Customizing a report
- The following customization window will appear:
Figure 10.9: Options available to customize the report
As indicated in the preceding screenshot, there...
