Customizing reports
QBCU
5.2.1
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 you need to customize a report:
- Click on Reports on the left menu bar to navigate to the report center, as indicated here:
Figure 11.8: 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 11.9: Running the Profit and Loss report
3. Click the Customize button located in the upper-right corner:
Figure 11.10: Customizing a report
4. The following customization window will appear:
Figure 11.11: Options available to customize the report
As indicated in the...
